One current profile for every contact

Give your whole team the same profile, history, and notes for every contact. When you save an edit, Channels, OneCloud, and Teams load the updated record on their next request.

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Every relationship in one place

People gives your whole team one shared directory of contacts, in which each person has one profile with their details, notes, messages, meetings, and files. A colleague who takes over a relationship can therefore find its whole history on that one profile. Channels, OneCloud, and Teams all use the one record that People stores for each contact, so your team types each contact's details once.

Keep one contact record that every team works from

A contact record stays accurate as long as the colleagues who add a contact, message them, and follow up with them all work from the same copy. People keeps that copy. The steps below show how your team creates it and keeps it current.

Give every team the same contact data

Contact profiles with complete history

When your team keeps the details about a contact in email threads, spreadsheets, and separate tools, anyone who needs those details will have to search each place in turn. That split also means that if the colleague who manages the relationship leaves, the team keeps only what that colleague wrote down somewhere that others can open.

People stores each contact's names, email addresses, phone numbers, postal addresses, custom fields, notes, and file attachments on one profile, together with a record of every message and meeting. Each type of contact has its own template of fields, so a student profile includes enrollment data while a vendor profile includes contract terms. People adds the messages sent through Channels and the files shared from OneCloud to the profile's timeline in date order, beside the notes that your team writes.

Groups and segments that stay current illustration

Groups and segments that stay current

An exported audience stops matching your contacts as soon as the export finishes, because new contacts keep qualifying while others churn. Anyone who sends from that file will therefore have to rebuild it before every campaign. If the file is a flat list, they will also have to track overlapping membership by hand.

A static group contains the members that you add to it, such as your board or your founding customers. A dynamic group contains whoever matches its filter rules, because People revises that membership whenever contact data changes. You can also nest one group inside another, for example a global group that contains country groups, each with regional groups inside it. When Channels sends a campaign to a group, it uses that group's membership on the send date, so the contacts who qualify on that date are the ones who receive it.

Tags connected to workflows illustration

Tags connected to workflows

If your team marks contacts as VIP, Follow Up, or Enterprise in a notes field or a spreadsheet column, the one way that you can use those labels is to sort by them. The person who adds a label then needs a separate step to send the email or assign the task that should follow it.

Your team can narrow any contact list to one tag and set a color for each tag, so Hot Lead appears in red and Customer in green on every list. When you apply a sticky tag, People also adds the contact to the group linked to that tag, which means a contact tagged Newsletter joins the newsletter group as well. If you connect the Demo Request tag to a workflow, Automation sends a calendar invite and assigns a sales rep whenever someone applies that tag.

Forms that fill in contact records illustration

Forms that fill in contact records

If your forms come from a separate tool, someone on your team will have to copy each submission into a contact record by hand, which means that they can mistype any field that they copy. That person will also have to add each new contact to the right lists before any follow-up message can go out.

People saves the answers from each form into the contact template that you map the form to, so the answers from a New Lead form go into the lead template and the answers from an Event Registration form go into the attendee template. When a submission comes in, People adds the contact to the groups that you picked when you set up the form and applies tags based on how the person answered or where they found the form. Any workflow that is connected to those tags can then start as soon as People saves the contact. Where a submission matches an existing contact, People applies the duplicate rule that you set for the form, which can update that contact, create a separate record, or reject the submission.

Import, export, and compliance workflows illustration

Import, export, and compliance workflows

If your organization keeps contacts in CSV exports, Google Contacts, Outlook, and an older CRM, your team can see the full list only by opening all four. Those contacts also fall under your audit and privacy duties: an auditor can ask for a full export, and under the GDPR a person can ask you to delete their data.

You can import contacts from CSV files, Google Contacts, Outlook, or another CRM and match each source field to a field on your templates. Before the import completes, People checks each incoming contact against your existing contacts and, for every match, merges the two records, updates the existing one, or keeps both, depending on the import option that you pick. In the other direction, you can export contact data in standard formats for an audit, a migration, or a backup. When a person asks for a copy of their data or asks you to delete it, you can answer with the export or deletion workflow that People includes.

1

Record per contact

0

Fields retyped between connected apps

0

Notes lost when an account changes owner

Why teams work from one contact record

Everyone answers from the same record

Your sales and support teams open the same profile for each contact, so a note that a support agent adds is on the profile when the account manager next calls that customer.

Type each detail once

People fills in contact records from imports and form submissions, so your team types by hand only the details that a contact gives them by phone or in person.

History that stays with the contact

People keeps every conversation, meeting note, and file on the contact's profile, whichever colleague adds them. When a new colleague takes over an account, they can read that history before their first call with the customer.

Answer audits and deletion requests from People

You can export any contact's data for an audit straight from their profile. When a person asks you to erase their data, you can complete the request from People in one workflow.

How organizations use People

A dental group takes patient intake through one form

A dental practice with several locations puts one People form on its website and on the tablets in each waiting room. The practice maps the form's fields to its patient template, so People files each patient's insurance details, medical history, and appointment preferences in the right fields.

Result

People saves each submission straight into the patient record, so the front desk only has to confirm the details. Because People also matches each submission to an existing patient by email address and updates that record, a returning patient keeps one profile.

A dental group takes patient intake through one form

4,000 alumni, one set of dynamic groups

A university advancement office sorts its 4,000 alumni into dynamic groups by graduation decade, giving history, and event attendance. When tickets for a regional reunion go on sale, the office sends the invitation through Channels to the alumni in that region who came to an earlier reunion.

Result

The advancement team sends each invitation from the group itself, which by then includes any alumnus who moves to the region or makes a gift between mailings. The team reuses those groups for every later reunion, because People revises them as alumni details change.

4,000 alumni, one set of dynamic groups

Freight dispatchers flag stalled shipments with tags

A freight company's dispatchers tag each account On Track, Delayed, or Escalate as its shipments move. When a shipment misses two checkpoints, Automation applies the Escalate tag under a rule that the team defines. Automation then gives the account lead a task to call the customer that day and posts the update to the customer's timeline.

Result

The account lead calls the customer on the day that the shipment misses its second checkpoint, while the dispatch team follows each account's status from the tag beside its name on the contact list.

Freight dispatchers flag stalled shipments with tags

A B2B marketing team updates its list through preference forms

A B2B marketing team's contact list can go out of date whenever a contact changes jobs or a company changes its email domain. The team puts a preference form in the footer of every Channels email, so subscribers can correct their own details. People updates the matching contact from each submission. The team also keeps a dynamic group of every contact whose last email bounces or whose details go more than a year without confirmation.

Result

The marketing team excludes that group from every campaign, so Channels sends each campaign to the working addresses on the list. Since subscribers correct their own details through the form, the team follows up by hand on the contacts in that group alone.

A B2B marketing team updates its list through preference forms

Retiring advisor hands over 30 years of clients

A senior financial advisor retires after 30 years with the firm and passes every client to a successor. Each client's profile in People includes meeting notes, investment policy statements, family details, and a timeline of every portfolio review. The successor reads each profile before the first meeting with that client.

Result

The successor can mention earlier conversations in that first meeting, because the retiring advisor's notes remain on each client's profile after the handover. Each client can then continue the plans that are already in place.

Retiring advisor hands over 30 years of clients

What Beryl adds to each contact profile

Beryl can score the health of each relationship, draft a message from a contact's history, and find any contact in your workspace.

Semantic contact search

Search for a contact by whatever you remember, whether that is a name, a company, or the subject of your most recent conversation with them. Beryl searches every profile, note, and linked record in People to find the match.

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Relationship health scoring

Beryl scores each relationship from how often your team talks with the contact, the date of the most recent file that either side shares, and the colleagues who work with them. When a score drops before the renewal date, Beryl flags the contact to the account owner.

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Drafts from the contact's history

Beryl drafts a reply to any contact from your last thread with them, the files that you share, and the tone of your earlier messages.

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Explore Beryl for People

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 People in more detail

Open any part of People below to read how it works and how teams use it.

Contacts

People keeps one profile for each person that your team works with, including custom fields and the history of every message and meeting.

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Groups

Sort your contacts into groups that you can message, share with colleagues, and update in bulk.

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Tags

Label your contacts with tags so that you can filter any list by them and start a workflow from them.

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Contact Forms

People Forms collects contact details through branded forms and files each submission on a profile.

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Questions about People

One contact record for every Delalify app

Message your groups through Channels, share accounts with colleagues in Teams, and keep each contact's files in OneCloud, all from the records in People.

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