Avanta
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Contacts & companies

Know the whole relationship, not just the contact.

Bring customer details, organizations, notes, communication, tasks, activity, and active work into one connected relationship view—so your team can understand the context before taking the next step.

Request early accessExplore the product

A shared relationship foundation for sales, client service, and delivery teams.

AContactsRelationship workspace+ Contact
Contacts128Live
Companies42Live
Positive76Live
Recently updated4 visible
PSPriya ShahProduct Lead · Priya Shah StudioPositive
TOTomas OrtegaOps Manager · Northgate RetailNeutral
MIMaya IversenDirector · Marlow IndustriesPositive
JLJun LiFinance · Vellum PartnersNeutral
CONTACTS OVERVIEW

  • Create one customer view

    Keep essential contact details, notes, tags, communication, tasks, and linked work together.

  • Connect people to companies

    Organize individual relationships alongside the organizations, industries, addresses, and company types they belong to.

  • Preserve relationship history

    Give the team visibility into customer activity, communication, sentiment, follow-ups, and current work.

Organize every relationship

Give every contact a clear place in your customer workspace.

Replace disconnected spreadsheets and personal address books with searchable contact records the whole team can understand and use.

  • Search the contact list
  • Filter between New and Old contacts
  • Classify contacts by relationship type
  • Record organization and position
  • Add notes and tags
  • Track relationship sentiment
  • Review linked tasks and projects
  • Export contact information when needed

Example contact types

  • Client
  • Association
  • Trainer
  • University

Related product areas

Product OverviewPipeline & Projects
AContact directory128 contacts across 42 companies+ Add
Search contacts
NewOld
ClientAssociationTrainerUniversity
2 results
PSPriya ShahProduct Lead · Priya Shah StudioClient
MIMaya IversenDirector · Marlow IndustriesClient
CONTACT DIRECTORY

See the context before you act

Open one profile and understand the relationship.

A contact record should help the next team member understand more than a name and email address. Avanta brings relationship information, activity, communication, and active work closer together.

  • Contact information
  • Organization and position
  • Notes and tags
  • Relationship sentiment
  • Communication records
  • Activity history
  • Linked tasks
  • Linked projects
  • Relevant customer context
  1. Contact
  2. Communication
  3. Opportunity
  4. Project
  5. Follow-up
AContact profileRelationships / Priya ShahEdit
PSPriya ShahProduct Lead · Priya Shah StudioPositive
ClientRetainer
2 tasks
1 project
Positive
Linked work
TaskSend updated proposal · Due Fri
ProjectStudio rebrand · Active
Communication
EmailSigned statement of work2:14 PM
CallLogged · 24 minYesterday
CONTACT PROFILE

Organize the organization around the people

Understand the company behind each relationship.

Company records give teams a shared place to organize organization-level information while keeping the relevant people connected.

  • Add the company name
  • Record the industry
  • Store address information
  • Review location on a map
  • Add a company logo
  • Classify the company relationship
  • See the contacts associated with the organization

Company relationship types

  • Client
  • Vendor
  • Partner
  • Prospect
  • Other

Related product areas

Pipeline & ProjectsWorkspaces & Team Administration
ACompany profileOrganizations / Northgate RetailEdit
NRNorthgate RetailRetail · Phnom Penh, CambodiaClient
2 contacts
1 project
Active
Linked contacts
TOTomas OrtegaOps Manager
JLJun LiFinance
2 linked contactsView all
COMPANY PROFILE

Keep the history in context

Help the team understand what happened and what comes next.

Relationship context develops through notes, communication, tasks, projects, call activity, and follow-ups. Avanta keeps those records closer to the customer your team is managing.

Notes and context

Record useful customer information and preserve it alongside the relationship.

Communication records

Keep communication activity visible through supported channels and logged interactions.

Tasks and follow-ups

Connect relationship context to the work that should happen next.

Projects and opportunities

See the customer work and opportunity context associated with the relationship.

ARelationship activityAll work and communication in one feedToday
Tasks12Live
Calls6Live
Projects4Live
TaskMarlow IndustriesSend updated scope · Due FriToday
EmailNorthgate RetailContract renewal follow-upYesterday
CallPriya Shah StudioLogged · 24 minYesterday
ProjectMarlow IndustriesQ3 rollout · ActiveThis week
NoteVellum PartnersRenewal terms agreed on the callMon
RELATIONSHIP ACTIVITY

Add human context

Record how the relationship is progressing.

Avanta allows teams to associate a simple sentiment with a contact, giving colleagues another piece of context when preparing for the next conversation or reviewing the relationship.

  • None
  • Positive
  • Neutral
  • Negative

Sentiment is a team-entered relationship indicator, not an automated analysis.

Bring existing relationships into Avanta

Capture new contacts and bring structured data with you.

Avanta provides practical workflows for importing contact information and reviewing business-card details before they become part of the workspace.

CSV and JSON import

  • Upload structured data
  • Map incoming columns
  • Preview the result
  • Review the import outcome

Business-card capture

  • Use the camera or upload an image
  • Capture the front and back
  • Add multiple cards to a queue
  • Use JPG, PNG, or WEBP files
  • Review and confirm the extracted details
AImport contactsStep 2 of 3 · Map columnsContinue
contacts.csv · Column mapping
Full Name→Contact name
Company→Organization
Email→Email address
Business cards queued
Front
Back
Front
3 cards ready for reviewConfirm
CONTACT CAPTURE

Find the right relationship

Move from a long contact list to a focused next action.

Search and filters help teams narrow the contact list and focus on the relationships they need to review.

Search contacts

Find contact records without manually scanning a spreadsheet or address book.

Review relationship status

Filter between New and Old contacts using the status options currently available in Avanta.

Use contact types

Organize contacts using the relationship classifications available in the workspace.

One relationship, connected work

Keep the customer attached to the work around them.

Sales

Pipeline & Projects

Connect customer relationships to opportunities, stages, values, progress, dates, and delivery work.

Explore Pipeline & Projects

Follow-ups

Tasks & Calendar

Keep calls, meetings, priorities, deadlines, and upcoming work connected to customer activity.

Explore Tasks & Calendar

Communication

Communication & Activity

Record the relevant communication channel, log calls, and preserve customer interaction context.

Visibility

Reports & Intelligence

Review contact growth, relationship indicators, pipeline activity, and operational reporting.

Explore Reports & Intelligence

Relationship workflows

Use connected customer context across the relationship lifecycle.

Capture a new relationship

  1. 1

    Add or import the contact

  2. 2

    Record the organization and position

  3. 3

    Select a relationship type

  4. 4

    Add notes and tags

  5. 5

    Create the first follow-up

Explore Tasks & Calendar

Prepare for a customer conversation

  1. 1

    Open the contact profile

  2. 2

    Review notes and sentiment

  3. 3

    Check communication activity

  4. 4

    Review active tasks and projects

  5. 5

    Record the next action

Move the relationship into active work

  1. 1

    Link the contact to an opportunity

  2. 2

    Move the opportunity through the pipeline

  3. 3

    Preserve notes and communication context

  4. 4

    Coordinate project tasks and files

  5. 5

    Continue tracking activity after delivery begins

Explore Pipeline & Projects

Relationship visibility

Add another signal to contact reporting.

Avanta includes contact-intelligence and contact-growth views that can help teams review relationship activity alongside other customer and pipeline information.

  • Review contact growth
  • Surface contact-intelligence indicators
  • Compare customer activity with pipeline and task reporting

Avanta beta

Build a clearer customer workspace with your team.

Avanta’s beta is designed for teams that want to bring customer information, relationship context, opportunities, follow-ups, and delivery work into one connected system.

  • Review your current customer-data structure
  • Plan contact and company migration
  • Configure the workspace around your relationship workflow
Request early access

Explore Avanta

See what happens after the contact is created.

Product overview

Explore the connected Avanta workspace

See how relationships, opportunities, delivery work, tasks, communication, files, and reporting fit together.

View product overview

Product area

Move relationships through the pipeline

Connect contacts and companies to opportunity stages, value, progress, and project work.

Explore Pipeline & Projects

Use case

Organize sales and business development

See how Avanta helps teams manage relationships, opportunities, communication, and follow-ups.

Explore the use case

Contacts & companies FAQ

Still have questions? We have answers.

What information can I store on an Avanta contact?

Avanta contact records can include customer details, organization, position, notes, tags, sentiment, communication records, activity, linked tasks, and linked projects.

Can Avanta organize companies as well as individual contacts?

Yes. Company records can include the company name, industry, address, location, logo, relationship type, and associated contacts.

Can contacts be connected to companies?

Yes. Avanta supports organization information on contacts and linked contacts within company records, helping teams understand the people associated with an organization.

Can I classify different relationship types?

Avanta includes contact and company relationship types. The available contact types observed include Client, Association, Trainer, and University, while company types include Client, Vendor, Partner, Prospect, and Other.

Can we import existing contact data?

Avanta includes a CSV and JSON import process with upload, column mapping, preview, and result steps. Confirm the specific record types and migration requirements with the Avanta team.

Does Avanta scan business cards?

Avanta includes a business-card capture workflow supporting camera capture, image upload, front-and-back cards, multiple-card queues, and confirmation. Scanning results should be reviewed before saving.

Can we export contacts?

Yes. Contact export functionality was available in the reviewed Avanta product.

Does Avanta automatically enrich contact information?

Automatic contact or company enrichment was not part of the reviewed product. Avanta focuses on organizing the customer information and relationship context entered or imported by the team.

Are WhatsApp, LinkedIn, and Instagram native integrations?

Avanta can record different communication-channel types, including WhatsApp, LinkedIn, and Instagram. A channel type should not be interpreted as a full native integration unless confirmed by the Avanta team.

Can contacts be linked to opportunities and active work?

Avanta connects customer relationships with projects, tasks, communication, and pipeline activity, helping teams keep context visible as the relationship progresses.

Who can access contact records?

Access is organized through Avanta workspaces and the available User and Admin roles. Contact the Avanta team if your organization has more detailed access requirements.

How can we try Avanta?

Avanta is currently presented as a beta product. Request early access to discuss team fit, workspace setup, and contact-data migration.

Give every customer relationship a shared history and a clear next step.

Explore the product

See how contacts, opportunities, projects, tasks, communication, files, and reporting fit together.

View product overview

Plan your migration

Talk to the Avanta team about contact structure, company records, imports, and workspace setup.

Contact the Avanta team

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