Contact Management

Your Entire Network, Organized and Accessible

Keep every contact - donors, members, customers, volunteers, board members, and prospects - in one centralized database. Track interactions, segment your audience, and find anyone in seconds so your team can build stronger relationships and work more efficiently.

CitySoft Contact Management module showing the modernized Contact Summary profile tab

What You Can Do

Find Anyone Instantly

Search across your entire database by name, email, organization, membership, and more.

Rich Contact Profiles

Store names, addresses, phone numbers, emails, and unlimited custom fields - everything your organization needs in one place.

Full Interaction History

See every email, event registration, payment, and note for each contact - no more digging through spreadsheets, inboxes, or other software.

Smart Segmentation

Build targeted lists using any combination of fields, tags, and activity. Create segments for fundraising appeals, event invites, or renewals.

Import & Export

Bring in contacts from spreadsheets or other systems and export filtered lists anytime for mail merges, reports, or analysis.

Connected Records

Link contacts to organizations, households, groups, and memberships so you always see the full picture of every relationship.

See Contact Management in Action

Schedule a personalized demo and see how CitySoft can organize your contacts.

Request a Demo