Lightweight CRM · Contact Management
A simple and easy-to-use contact management tool for global businesses and teams—automatically aggregates call and SMS records, no complex setup, ready out of the box for more efficient customer follow-ups.
Unified Contact Profiles
Centralize customer names, numbers, emails, notes—one place for everything, say goodbye to scattered spreadsheets.
Auto-Synced Communication Records
Call and SMS records are automatically archived to the corresponding contact profile—full conversation history at a glance, data-driven follow-ups.
Tags & Groups
Flexibly manage contacts with tags and groups—filter by intent, region, or source for precision outreach.
Follow-Up Reminders
Set follow-up plans and reminders for key contacts—never miss a lead or callback opportunity.
Bulk Import & Export
CSV bulk import for existing contacts—one-click export for easy migration and backup.
Team Collaboration
Share contacts and communication records with your team—collaborative follow-ups, unified customer view, improved service efficiency.
Why Choose IntBell Lightweight CRM
Ready Out of the Box
No training or deployment needed—sign up and start building your contact management system in minutes.
Communications Integrated
Contact profiles deeply integrated with calls and SMS—dial and message directly from the CRM.
Multi-Device Access
Data syncs in real time across phone, desktop, and web—view and update contact info anywhere.
Four Easy Steps to Manage Every Customer
Add/Import Contacts
Manual entry or CSV bulk import
Tag & Group
Flexible categorization by intent, source, etc.
Communicate & Record
Calls & SMS auto-archived to contacts
Follow Up & Convert
Set reminders for timely callbacks
Team Collaboration Features
- Shared contacts & communication records across team
- Member assignment & collaborative follow-up
- Contact assignment & permission management
- Activity updates visible in real time
Data & Integration Capabilities
- CSV bulk import/export
- Open API for business system integration
- Calls & SMS auto-linked to contacts
- Encrypted data storage
About Lightweight CRM
Is IntBell CRM a separate paid add-on?
The lightweight CRM is a built-in feature of IntBell's communication service—included with your account at no extra cost.
Can I import my existing customer list?
Yes. CSV bulk import is supported—organize your contact data according to the template and import with one click.
Are call and SMS records automatically linked to contacts?
Yes. The system automatically archives call and SMS records to the corresponding contact profile based on phone number—no manual organization needed.
Can team members share contacts?
Yes. Team and above plans support shared contacts and communication records—assign owners and set permissions as needed.
Does it support follow-up reminders?
Yes. Set follow-up times and reminders for contacts—automatic notifications help you never miss an important callback.
Is customer data secure?
All customer data is encrypted and stored with strict access controls—fully compliant with data security standards.
Start today—manage every customer with lightweight CRM.
Unified profiles, auto-records, team collaboration—simple and effective, make follow-ups more efficient.