Every enquiry, order and note about a customer sits on one screen. Website forms add contacts for you, store buyers come in on their own, and the AI scores them by how they buy.
Contacts is included on Growth, Pro and Ultimate.
Most small businesses keep customers in three places at once: a spreadsheet, an inbox and their head. So a lead gets missed and a good customer gets forgotten. WebNewBiz gives you one record per person, built into the same dashboard as your website and store. Enquiries from your forms and chatbot land there on their own, buyers from your store turn into contacts, and the AI sorts everyone so you know who to call back first.
Name, email, phone, company, notes, tasks, files and their whole history, all on one screen instead of in a spreadsheet.
Submissions from your contact forms and chatbot land as contacts automatically, with the message kept on their timeline.
When someone buys from your store, they are added as a contact and their orders and spend show on their record.
It reads how recently and how often people buy and how much they spend, then sorts them into plain segments like New, Loyal and At-risk.
Search by name, email or company, filter by status, tag or your own fields, and save the searches you run often.
Leave a note after a call, set a task to follow up tomorrow, and attach a file to the right person so nothing gets lost.
Open a contact and you see one timeline in date order: the enquiry that started it, your notes, open and done tasks, text messages, emails, bookings and their orders. You are not clicking between an inbox, a calendar and a spreadsheet to piece together what happened. It is all on the record.
You can add your own fields to a contact when the standard ones are not enough, such as a renewal date, a referral source or a dropdown for which service they want. The field types you can add are:
Each contact also has an assistant you can ask in plain words. Tell it to summarize your texts with someone, add a task to follow up tomorrow, or create a 30 minute discovery call, and it does it on that record.
The AI looks at buying behavior: how recently someone last bought, how often they buy, and how much they have spent in total. From that it puts each contact into a segment in plain English, such as New, Loyal, Potential, Casual, At-risk and Dormant. So instead of a long flat list, you can see at a glance who your best customers are and who is slipping away.
This is useful when you have limited time. Call the At-risk group before they leave, thank the Loyal ones, and welcome the New ones. Because the score is based on real orders, contacts who have not bought yet sit in an Unscored group until they do.
Filters go past simple search. You can build a set of rules, match all of them or any of them, and include your own custom fields, then save that search as a list with a name so it is one click next time. Tag contacts however you like, and change the tag, status or export for a whole group of people at once.
Bring your existing contacts in from a spreadsheet: upload the file, match your columns, and they are added. You can export any group back out to a spreadsheet at any time. If the same person ends up in twice, the tool finds likely duplicates by email and phone and merges them into one record, keeping the notes, tasks and history from both.
This all sits in the same dashboard as your website, store and the rest of your tools, and it works the same whether your WebNewBiz site is WordPress, Shopify or custom code.
Small businesses that are outgrowing a spreadsheet and want one tidy customer database, service businesses that need to follow up on enquiries, stores that want their buyers in one place, and agencies keeping a contact list for each client.
Every plan costs $1 for the first month, then the monthly price below. Cancel any time.
| Plan | Price | Contacts |
|---|---|---|
| Lite | $9 a month | No |
| Starter | $29 a month | No |
| Growth | $79 a month | Yes |
| Pro | $149 a month | Yes |
| Ultimate | $199 a month | Yes |
Full details on the pricing page.
What is contact management software?
It is one place to store everyone you deal with, with their details, your notes, their tasks and their full history, instead of a spreadsheet and your inbox. WebNewBiz keeps one record per person and fills most of it in for you.
Which plan includes contact management?
Contacts are on the Growth, Pro and Ultimate plans. Every plan costs $1 for the first month, then Growth is $79, Pro is $149 and Ultimate is $199 a month.
Do website enquiries get added automatically?
Yes. When someone submits a form on your site or messages your chatbot, they land in your contacts on their own, with their message kept on their timeline.
How does the AI score my contacts?
It looks at how recently and how often each person buys and how much they spend, then sorts them into plain segments like New, Loyal and At-risk, so you know who to look after first. Contacts with no orders yet stay Unscored.
Can I import my contacts from a spreadsheet?
Yes. Upload the file, match your columns to the fields, and your contacts are added. You can also export any group back to a spreadsheet whenever you want.
How many contacts can I store?
Growth holds 3,000 contacts and Pro holds 10,000. The Ultimate plan has no limit on contacts or team members.
Does it work with my online store?
Yes. When someone buys, they become a contact and their orders and total spend show on their record, so your customer list and your sales are in the same place.
Can more than one person on my team use it?
Yes. You can invite team members, give each one a color and assign tasks to them. Growth includes 3 seats, Pro includes 5, and Ultimate is unlimited.
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