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What is the Contact Manager?

Learn what the Contact manager stores, how contacts get there, and where to go for each contact task.

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Written by Katelyn Gray
Last updated: 24 Sep., 2026
  

This feature requires at least one Client Engagement seat. View plans and pricing here.

B12's Contact Manager allows you to manage your contacts, messages, and forms in a single place. The Contact Manager is located in the Menu tab.

The Contact Manager will automatically collect and organize the contact information of every person who shares it with you when they reach out via a form on your website. You can click on an individual contact to review your past interactions, forms they've submitted, or their basic information.

Note: If you use B12's Email Forwarding feature, contacts who email any of your custom email addresses will also be automatically added to your contact manager.

When your contacts and their corresponding interactions are in one place, it's easier to reach a particular contact or group of contacts quickly. Use the Contact Manager's search tool to quickly locate the individual(s) you want to reach, or browse all of your contacts by scrolling through the "All Contacts" table. From that table, you can also edit, delete, or export your contacts at any time.

To get started, import your contacts from an email account or spreadsheet, or add them manually one by one.

See also