Contacts and Companies

Contacts and companies are the foundational records in Reactima.

Contacts

A contact represents a person: a lead, customer, partner or referral source. Each contact has standard fields (name, email, phone, title, company, location, LinkedIn URL) and can have custom fields added by your team.

Ask AI adds tags for industry, role, seniority and engagement level, which you can review and change at any time.

Creating Contacts

Create contacts manually from the Contacts view, import via CSV, or create them programmatically via the REST API.

Contact Timeline

Every contact has an activity timeline showing emails, calls, meetings, notes, and pipeline stage changes in chronological order. The timeline is shared, so every team member sees the same history.

Companies

A company represents an organization. Companies are linked to contacts via the company field. Company records include name, domain, industry, location, employee count, and custom fields.

Lists

Lists group contacts for a specific purpose, such as key accounts, event attendees or a customer segment. A contact can be on several lists.

Relationships

Contacts can belong to multiple companies (e.g., an advisor who works with several firms). Companies can have many contacts. Pipeline records link to both a contact and optionally a company, creating a three-way relationship between person, organization, and opportunity.