One contact list for four channels
Keep every customer in one place with their phone, email, tags, lists and custom fields, and a separate opt-in for WhatsApp, email, SMS and Arattai so you only message people on the channels they agreed to.
How do I get my contacts into SG Reach?
Upload a CSV file and map its columns to contact fields, add contacts one at a time, or create them automatically from chats, WhatsApp Forms, the website widget, the REST API or a sequence webhook.
How does SG Reach handle consent?
Each contact has separate opt-ins for WhatsApp, email, SMS and Arattai. Campaigns and automations skip anyone who has opted out of that channel, and blocked contacts are never messaged.
What you can do
Tags and lists
Group contacts by interest, source or stage, and target campaigns at any mix of lists and tags.
Custom fields
Add fields such as city, plan or renewal date, fill them from chatbots and forms, and use them in messages.
Bulk actions
Tag or untag, add to or remove from a list, opt in, opt out or delete many contacts at once.
Import and export
Import CSV files in the background and export any filtered view.
Contact history
Conversations, campaign history, form submissions, AI calls, notes and tasks on one contact page.
Automation triggers
A new contact, a new tag or joining a list can start a flow or a sequence.
More questions about contact management
Is there a contact limit?
Each plan sets a maximum number of contacts. See the pricing page for current limits.
Are contacts shared between workspaces?
No. Every workspace has its own contacts, and the platform checks workspace ownership on every request.
Start with one channel. Add the rest when you are ready.
Every new workspace starts with a free trial of all four channels, chatbots and sequences. No card needed.