🔒 100% Local • No Cloud 📝 Notes that close deals 🧩 Up to 3 custom pipelines 📤 Export when needed

Contactful for Sales

Sales doesn’t fail because you didn’t “find enough leads”. It fails because warm conversations get lost: tabs, DMs, intros, “follow up next week”.

Contactful is a lightweight LinkedIn workflow system for sellers: save prospects you actually care about, capture deal context with notes + tags, and move opportunities through custom pipelines with your own stages (up to 3 pipelines). No scraping. No fragile automation. Just consistent follow-ups.

At a glance

Prospects don’t convert without follow-up

Contactful turns LinkedIn conversations into a repeatable pipeline: capture → context → stage → next step.

Pipeline
See who’s next (and why)
Context
Notes that survive busy weeks
Control
Export when you decide
Benefits

What sales teams get from Contactful

Less lead leakage. More consistent follow-ups. A simple system that keeps deals moving on LinkedIn.

🧾

Deal notes that actually help

Save the specifics: pain, trigger, timeline, stakeholders, objections, next step. Stop re-reading threads and guessing what happened.

🏷️

Tags for segmentation

Tag by industry, ICP, role, intent level, use case, partner type. Filter instantly for “all warm healthcare CTOs” or “partners to revisit”.

🧩

Custom pipelines for your motion

Create up to 3 pipelines with your own stages: outbound, partnerships, enterprise, renewals — whatever matches your process.

Fast enough to stay consistent

No CRM overhead for simple deals. Save → note → stage → follow up. Contactful stays lightweight so it actually gets used.

🔒

Local-first by design

Your vault stays on your device. Simple, controlled, and a clean privacy posture. Great for personal selling workflows.

📤

Export when you’re ready

Move a list to CRM/outreach tools as CSV/Excel any time. Contactful doesn’t force integrations — you stay in control.

Workflow

The LinkedIn sales loop: capture → qualify → progress

Contactful makes relationship-driven selling predictable — your pipeline shows who needs attention next.

1
Save high-intent prospects
Save profiles you want to work — prospects, partners, champions. Keep your LinkedIn work intentional.
2
Add notes + tags
Capture pain + trigger + timeline. Tag by ICP, industry, role, intent and use case.
3
Move to your pipeline stage
Run up to 3 pipelines with your own stages: “Discovery”, “Proposal”, “Legal”, “Closed”, etc.
4
Follow up without dropping threads
Your pipeline is your “next action” list. Follow-ups become systematic, not reactive.

Sales pipeline templates (copy-ready)

  • Outbound: Saved → Messaged → Replied → Call Booked → Proposal → Won/Lost
  • Partnerships: Potential → Intro → Alignment → Trial → Live → Expansion
  • Renewals / Upsell: Account → Risk → Re-engage → Renewed → Expanded

Why this works for modern sales

LinkedIn selling is relationship-heavy. The real leak is context and timing. Contactful keeps every prospect tied to a stage and a next step — so you close more loops.

Best fit

Who should use Contactful for sales

If LinkedIn is a core channel for your revenue motion, Contactful gives you CRM-like structure without CRM friction.

💼

Account Executives

Track warm conversations, stakeholders and next steps with notes and pipeline stages.

📞

BDR / SDR teams

Keep outreach organized and consistent without building a fragile automation stack.

🤝

Founders & Partnerships

Manage intros, partner deals and key accounts with clean follow-up structure.

FAQ

Sales FAQs

Quick answers for teams using LinkedIn as a selling channel.

Is Contactful a CRM replacement?
Not exactly. Contactful is a LinkedIn workflow system (relationship memory + pipelines). Use it to manage LinkedIn-first selling and export to CRM when needed.
Can we create custom stages for our sales process?
Yes — create custom pipelines and define your own stages. You can run up to 3 pipelines to separate motions (outbound, partnerships, enterprise).
Does Contactful scrape LinkedIn or automate actions?
No. Contactful is built around manual, intentional capture — stable workflows without brittle automation.
Can we export lists to outreach/CRM tools?
Yes — export to CSV/Excel anytime and move your shortlist where you want.
Where do we upgrade?
Upgrade here: app.contactful.app/upgrade. Packs unlock features in both the extension and the web app.

Stop dropping LinkedIn deals

Save prospects, add deal context, and manage follow-ups in custom pipelines (up to 3). No scraping. No fragile automation. Just a system your team will actually use.