Delalify People

One living profile for every contact. Update once, sync everywhere across Channels, OneCloud, and Teams.

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Relationship intelligence

Every relationship in one place

People gives your entire team a shared directory that stays accurate, with timelines showing every message, meeting, and file without switching tools. Update a contact once and watch it refresh across Channels campaigns, OneCloud permissions, and Teams access instantly.

Capabilities

Power every team with shared, accurate data

Contact profiles with complete history

Your team spends 19% of the workweek digging through email threads, spreadsheets, and disjointed tools to find information. When someone leaves, everything they knew about key relationships goes with them.

Each contact stores names, emails, phones, addresses, custom fields, notes, file attachments, and a record of every message or meeting. Templates let you control which fields appear for different contact types; student contacts show enrollment data while vendor contacts show contract terms. The timeline displays every interaction from Channels messages and OneCloud files in order, so context is never more than a click away.

Groups and segments that stay current illustration

Groups and segments that stay current

Campaign audiences go stale the moment you export them. You spend hours each week updating lists manually, and by the time you hit send, new contacts have qualified while others have churned. Flat lists mean you end up managing overlapping membership by hand.

Static groups hold fixed members like board members or founding customers. Dynamic groups update automatically when contact data changes, based on filter rules you set. You can nest groups inside each other; a global group contains country groups, which contain regional groups. Channels checks live group membership before each send, so your messages reach exactly who qualifies at that moment.

Tags that drive action illustration

Tags that drive action

You label contacts with "VIP," "Follow Up," or "Enterprise" but those labels just sit there. Finding everyone tagged "High Priority" means manual searching. When you add a tag that should trigger an email or task assignment, you have to remember to do it yourself.

Tags are labels you attach to contacts for quick filtering and organization. Assign colors to tags so "Hot Lead" appears red and "Customer" appears green at a glance. Sticky tags automatically add tagged contacts to matching groups; tag someone "Newsletter" and they join the newsletter group without extra steps. Connect tags to workflows so adding "Demo Request" sends a calendar invite and assigns a sales rep instantly.

Forms that feed your contact database illustration

Forms that feed your contact database

Form submissions rarely match your contact schema. Fields have different names, formats vary, and manual data entry brings errors. After someone registers, you add them to lists by hand and forget the follow-up communications.

Form fields map directly to contact template fields. A New Lead form populates the lead contact template; an Event Registration form uses the attendee template. Auto-grouping places submissions in the right groups without manual work. Auto-tagging based on answers or form source kicks off workflows right away. Duplicate handling lets you update existing contacts or create new records based on rules you define.

Import, export, and compliance workflows illustration

Import, export, and compliance workflows

Your contacts live in multiple places: CSV exports, Google Contacts, Outlook, old CRMs. Moving them manually means hours of copy-paste work. Audits require full data exports, and GDPR demands you fulfill deletion requests quickly.

Bring contacts from CSV files, Google Contacts, Outlook, or other CRMs with mapping tools that match source fields to your templates. Duplicate detection finds and merges duplicates before they cause confusion. You can export contact data in standard formats for audits, migrations, or backups. Data subject requests run through built-in export and deletion workflows.

100%

Data sync accuracy

<1s

Profile update speed

Zero

Duplicate entries

Why it matters

Unify how teams work together

Single source of truth

Everyone on your team works from the same contact record. Conversations stay consistent, follow-ups land on time, and relationships grow through coordinated effort instead of mixed signals.

Reduce data entry time

Import tools, contact templates, and auto-population from forms cut out manual typing. Your team can spend time building relationships instead of copying data between spreadsheets.

Preserve interaction history

Years of conversation history, meeting notes, and file attachments stay with each contact. New team members get full context from day one without interrupting colleagues or digging through email archives.

Compliance without friction

Export contact data for audits, process GDPR deletion requests, and keep clear records of consent and communication preferences. Regulatory requirements fit into your workflow instead of blocking it.

Use cases

See People in action

Healthcare practice eliminating isolated patient data

A multi-location dental practice uses People Forms on their website and in-office tablets for patient intake. Form fields map directly to their patient contact template, capturing insurance details, medical history, and appointment preferences. Submissions update existing patient records or create new ones based on email matching.

Result

Front desk staff spend 12 minutes less per patient on data entry. Duplicate records drop from 8% of the database to under 1% because forms enforce structured input and flag existing contacts before creating new ones.

Healthcare practice eliminating isolated patient data

Real estate brokerage targeting buyer leads with dynamic groups

Agents segment prospective buyers into dynamic groups based on budget range, preferred neighborhoods, and timeline. When a new listing matches group criteria, Channels sends property alerts only to qualified leads. Groups update automatically as buyers refine their preferences or change their timeline.

Result

Response rates on property alerts triple compared to blast emails because buyers only receive listings they can afford in areas they want. Agents close 23% more deals per quarter by focusing showing time on qualified leads.

Real estate brokerage targeting buyer leads with dynamic groups

Customer success team catching at-risk accounts with tags

The CS team tags accounts by health status: "Healthy," "At Risk," and "Churning." When support tickets spike or product usage drops, system rules automatically apply the "At Risk" tag. That tag triggers a workflow assigning the account manager to schedule a check-in call within 48 hours.

Result

Churn drops 18% because struggling accounts receive outreach before they escalate to cancellation requests. The team identifies problems in days instead of discovering them at renewal time.

Customer success team catching at-risk accounts with tags

Marketing team reversing contact data decay with forms and groups

B2B contact databases lose 22-30% accuracy each year as people change jobs and companies. The marketing team embeds preference center forms in every Channels email footer. Subscribers update their own information, and form submissions refresh contact records automatically. Dynamic groups filter out contacts with bounced emails or stale data.

Result

Email deliverability rises from 89% to 97% because outdated records get flagged and refreshed. Campaign ROI improves because messages reach real inboxes instead of dead addresses.

Marketing team reversing contact data decay with forms and groups

Financial advisory firm preserving client knowledge during transitions

When a senior advisor retires, 30 years of client relationships risk walking out the door. Every client contact in People holds meeting notes, investment policy statements, family details, and a timeline of every portfolio review. The successor advisor reads through profiles before first meetings instead of asking clients to repeat their history.

Result

Client retention during advisor transitions rises from 71% to 94% because clients feel known. The new advisor references past conversations in their first meeting, building trust that would otherwise take years.

Financial advisory firm preserving client knowledge during transitions

All supported integrations

Connect Delalify People with the tools your team relies on. Sync data automatically and keep everything current across your entire workflow.

Salesforce

Sync accounts, deals, and customer journeys.

HubSpot

Connect marketing campaigns and sales pipelines.

Google Workspace

Integrate Gmail, Drive, and Calendar.

Microsoft 365

Connect Outlook, Teams, and Exchange.

Slack

Push contact updates to team channels.

Zoom

Log meetings and surface call history.

WhatsApp

Send messages and engage contacts directly.

LinkedIn

Connect professional networks and contacts.

Facebook

Reach audiences through social campaigns.

X

Sync your followers and track engagement.

Blackbaud

Sync donor records and fundraising campaigns.

Canvas

Connect student data and course information.

Zendesk

Unify support tickets and customer context.

DocuSign

Manage agreements and consent forms securely.

Zapier

Connect 6,000+ apps without code.

Shopify

Sync customers, orders, and store data.

Stripe

Connect payment data and customer profiles.

Mailchimp

Sync audiences and automate email campaigns.

Intercom

Unify conversations and customer messaging.

API

Build custom integrations securely.

Explore features

Dive deeper into People

Each capability is designed to help you manage relationships with complete context and control.

Contacts

Store rich profiles with custom fields and complete interaction history.

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Groups

Organize contacts into segments for targeted outreach and bulk actions.

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Tags

Label contacts for filtering, automation triggers, and quick access.

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Contact Forms

Collect contact data through branded forms that sync to profiles.

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FAQ

Common questions about People

Power relationships across your entire business

Your contacts are the foundation of everything you do. Connect People with Channels to send targeted messages, Teams to collaborate on accounts, and OneCloud to store shared files.

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