Contacts & CRM
Full relationship management with interaction history, company tracking, visibility controls, and voice identification.
Dial8 includes a built-in CRM for tracking the people and companies you work with. Contacts are connected to email threads, meeting captures, and actions — giving you a complete picture of every relationship.
Contacts
Contact Properties
| Property | Description |
|---|---|
| Name | First and last name |
| Email address (used for auto-linking) | |
| Phone | Phone number |
| Company | Associated company |
| Job title | Role at their company |
| Relationship type | Client, Partner, Vendor, Colleague, etc. |
| Relationship strength | Strong, Warm, Neutral, Cold, or Stale |
| Notes | Free-text notes about the contact |
| Tags | Labels for categorization |
Creating Contacts
- Manually — Create from the contacts view
- From captures — Participants in captures can be linked or created as contacts
- From calendar — Sync attendees from calendar events as contacts
- From email — Contacts are auto-linked based on email addresses
Visibility & Sharing
Contacts have configurable visibility:
| Visibility | Who can see |
|---|---|
| Private | Only the creator |
| Team | Members of specified teams |
| Workspace | Everyone in the workspace |
Share specific contacts with individual members or teams, with view or edit access levels.
Interaction History
Every contact has a timeline of interactions:
- Captures — Meetings they participated in
- Emails — Email threads involving their address
- Actions — Tasks linked to or about them
- Notes — Manual interaction entries
This timeline is built automatically as you use Dial8 — no manual logging required.
Comments
Add comments to contacts for internal notes and discussion. Comments support threading and @mentions.
Companies
Group contacts by the companies they belong to.
Company Properties
| Property | Description |
|---|---|
| Name | Company name |
| Domain | Website domain (used for auto-association) |
| Industry | Business sector |
| Employee count | Company size |
| Logo | Company logo URL |
| Description | About the company |
Company-Contact Relationship
Assign contacts to companies to see all your relationships at an organization in one place. Company views aggregate interaction data across all associated contacts.
Voice Identification
With the desktop app, Dial8 can identify speakers in meetings by their voice:
- Voice enrollment — Store voice embeddings (voiceprints) for contacts
- Automatic matching — During captures, speakers are matched to enrolled contacts
- Progressive trust — The system tracks confidence scores and improves with corrections
- Manual correction — Reassign speaker segments when automatic matching is wrong
This means your meeting transcripts can automatically attribute who said what, linked directly to CRM contacts.
Filtering & Views
Filter contacts by:
- Company, relationship type, relationship strength
- Tags, last interaction date, follow-up date
- Created by, visibility level
Save filters as custom views for quick access.