Contacts & CRM
Dynaris includes a built-in contact management system that your AI agents use to track leads, customers, and any other people you interact with.
Contact database
Every contact in Dynaris stores:
- Name -- First and last name
- Email -- One or more email addresses
- Phone -- Phone numbers for calls and SMS
- Company -- Organization and role information
- Status -- Current state of the relationship (pending, in progress, completed)
- Notes -- Free-form notes and context
- Tags -- Custom labels for organizing contacts
Adding contacts
There are several ways to add contacts:
Manual entry
Click Add Contact in the contacts tab and fill in the details.
CSV import
Upload a CSV file to import contacts in bulk. Dynaris automatically maps common column headers (name, email, phone, company) to the correct fields.
Agent-created
When agents discover contacts during their work -- from email threads, web research, or Apollo lead searches -- they can automatically add them to your database.
From integrations
Contacts can be synced from connected CRM tools like HubSpot and Salesforce.
Searching contacts
The contacts panel supports full-text search across all fields. Type a name, email, company, or any keyword to filter your list instantly.
Your AI agents also have access to powerful contact search capabilities with fuzzy matching. Ask Dynaris to find contacts by any criteria:
"Find all contacts at companies in the healthcare industry"
"Show me contacts I haven't followed up with in the past 2 weeks"
Contact actions
From the contacts tab or through conversation, you can:
- Edit inline -- Click any field to update it directly
- Schedule follow-ups -- Set a reminder to reach out at a specific date and time
- Archive -- Move inactive contacts out of your main list
- Export -- Download your contacts as a CSV file
- Enrich -- Use Apollo integration to automatically fill in missing information (job title, company size, LinkedIn URL, etc.)
Duplicate prevention
When adding contacts -- whether manually, from CSV, or through agents -- Dynaris checks for existing matches based on email address, phone number, and name similarity. This prevents duplicate entries and keeps your database clean.
Agent integration
All built-in agents have access to your contact database. This means:
- The Gmail Agent can look up a contact before drafting an email
- The Outbound Agent can pull phone numbers for call campaigns
- The Scheduler Agent can reference contacts when setting up follow-up sequences
- The Web Research Agent can enrich contacts with publicly available data
Contacts are a shared resource across your entire Dynaris workspace.