Client Contact Directory Dashboard
Organize, Access & Manage All Client Contacts from One Dashboard
Manage all client contacts centrally
See (Client Contact Directory Dashboard) In Action
The Client Contact Directory Dashboard by Kriatix is an AI-powered solution designed to centralize, organize, and manage all your client and stakeholder contact information in one secure, searchable interface. Whether you’re managing internal teams, vendors, partners, or customers, this dashboard ensures accurate data, quick access, and seamless collaboration across your organization.
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What Is the Client Contact Directory Dashboard?
The Client Contact Directory Dashboard is a ready-to-use and customizable system that helps businesses maintain a single source of truth for all client contacts. Built on the Kriatix AI platform, it enables you to store contact details, assign ownership, categorize relationships, track interactions, and ensure data consistency across teams—all from one unified view.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Sales Teams | Quickly access accurate client contact details |
| Account Managers | Maintain structured client relationship records |
| Operations Teams | Eliminate duplicate and outdated contact data |
| Support Teams | Get instant client context for faster resolutions |
| Enterprise Admins | Control access and maintain data governance |
Key Features
- Centralized client and stakeholder contact directory
- Advanced search and filter options
- Custom contact fields and categories
- Contact ownership and team assignments
- Interaction history and activity tracking
- Role-based access and permissions
- Bulk import, export, and data updates
Benefits
- Maintain a single source of truth for all contacts
- Reduce data duplication and errors
- Improve team collaboration and response time
- Customize contact structures to match your business
- Secure sensitive client information
- Access anytime from web or mobile devices
How It Works
- Set Up Contact Structure – Define fields, categories, and tags
- Import Contacts – Upload existing client and stakeholder data
- Assign Ownership – Allocate contacts to teams or individuals
- Track Interactions – Log communication and activity history
- Search & Manage – Instantly find and update contact records
Add-ons & Integrations
- AI-powered contact insights
- Communication activity tracking
- Gmail & Outlook sync
- Slack, Teams, and WhatsApp connectors
- Zapier integration
Deployment & Access
- Web, Mobile, and Tablet access
- Cloud-hosted or On-Premise deployment
- Fully white-labeled for enterprise use
What Our Partners Are Saying
"Company AI-powered interfaces have been praised for their usability ,Through exhaustive research and advanced automation, Kriatix made the application fluid, accessible, and future-ready for all users. The team adapted quickly to deliver complex AI-driven tasks and independently developed creative, detailed solutions. Their AI chatbot services stood out in particular — seamlessly integrating conversational AI that enhanced user engagement and streamlined support."
Amit Kumar
Co-Founder, Venture Transform Strategy Consulting LLP
"Kriatix.ai delivered the AI-powered application on time, leveraging Agile methodology to ensure flexibility and efficiency. The team conducted bi-weekly demos, keeping the project transparent and aligned with our goals. Using Jira, GitHub, and Slack, they maintained flawless communication and streamlined project management.Their integration of AI chatbots for real-time feedback loops accelerated our release cycle by nearly 25% and reduced manual validation efforts by 40%, resulting in a smoother, faster, and higher-quality delivery."
Sumit Kumar
CEO, HImalayan Basket Private Limiteds
"The AI-powered website delivered by Kriatix.ai is both visually appealing and high-performing they built a website that not only impressed us with its sleek design but also outperformed our expectations in speed and functionality. Their team worked as true partners—creative, experienced, and highly attentive to every detail.By integrating AI personalization and intelligent chatbots, the website now adapts to user behavior in real time, leading to a 35% increase in engagement and a 25% reduction in support queries."
Sneha Das
CEO, Ittisa
"Kriatix.ai completed the deliverables with excellence, often going the extra mile by suggesting AI-driven alternatives to our change requests. The workflow was seamless, with the team being timely and proactive in addressing every issue. They set realistic expectations, built intelligent automation into our processes, and delivered results with superb quality.Their AI chatbot integration not only streamlined support but also improved responsiveness, ensuring our users always received accurate and instant assistance."
Gururaj Mahale
Director of Growth Marketing, SYNERGOS
Frequently Asked Questions
What type of contacts can be stored in the directory?
You can store clients, partners, vendors, stakeholders, and internal contacts.
Can we customize contact fields?
Yes, all contact fields, categories, and tags can be customized.
Does it support bulk data import?
Yes, you can easily import and export contacts in bulk.
Is role-based access supported?
Absolutely. You can control who can view, edit, or manage contacts.
Can it integrate with email and collaboration tools?
Yes, it integrates with popular email and collaboration platforms.
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