Magnetiq B2B CRM Contact Management

Unlock the Power of Your Business Contacts
From Events to Strategic Outreach

Centralize, organize, and enrich your contact database effortlessly with Magnetiq’s B2B CRM.
Import data seamlessly, manage team access, and build profiles from engagement history
to elevate event performance and drive the success of your launch campaigns.

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Organize and Centralize Your Business Contacts

Organize and Centralize Your Key Contacts

Effectively managing your key contacts is essential to successful event and PR campaigns. Magnetiq’s B2B CRM creates a single, centralized location where your most valuable business contacts—event attendees, journalists, clients, or VIPs—are always within reach.

With intuitive import options, you can upload contacts in bulk using structured Excel templates. Duplicate prevention ensures that existing records are updated, not duplicated, saving you time and effort while keeping data clean and reliable.

This centralized approach streamlines collaboration between team members, ensuring that everyone works from an up-to-date list. By organizing your contacts efficiently, you can reduce manual tasks and prioritize outreach where it matters most.

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CRM contact management software

Seamless Collaboration Among Multiple Teams

Managing contacts across teams and departments often requires flexibility. Magnetiq allows you to create internal and external teams with custom access settings to ensure data security while promoting collaboration.

Team members can easily add and manage contacts relevant to their events or campaigns, while administrators maintain full oversight. Critical contacts, such as high-profile clients or sensitive VIPs, can be restricted to selected team members for privacy.

This balance of collaboration and security empowers teams to work efficiently while safeguarding the organization’s most important relationships. With complete visibility, administrators can track changes, updates, and additions, keeping everyone aligned and in control.

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Streamlined Contact Imports and Maintenance

Streamlined Contact Imports and Maintenance

Manual data of scattered contact lists can result in inefficiencies and errors. Magnetiq eliminates these challenges with bulk contact imports using Excel files and intelligent duplicate handling to maintain data integrity.

As you import contacts, Magnetiq detects duplicates within categories and updates existing records automatically. It ensures that each category, such as “Clients” or “Media,” maintains clean, accurate contact data without unnecessary duplication.

Additionally, you can upload contact photos in bulk, enhancing your database with visual cues. By automating key processes like photo uploads and duplicate checks, Magnetiq minimizes manual errors and ensures seamless, time-saving maintenance.

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CRM Contact Engagement

Build Smarter Profiles for Data-Driven Outreach

Magnetiq’s B2B CRM transforms your contact database into a strategic asset by enriching profiles with engagement history from every event, RSVP, and campaign. Over time, you’ll gain a comprehensive view of your most valuable contacts and their interaction patterns.

Identify key contacts who consistently attend events, respond to invitations, or generate media coverage. This insight allows you to target high-potential individuals while recognizing contacts that may require a different outreach approach.

By analyzing past behaviors, you can allocate resources strategically, prioritize follow-ups, and optimize future campaigns. Magnetiq helps you treat each contact with the attention they deserve, ensuring stronger relationships and better event outcomes.

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