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Hiveku CRM is where every relationship lives — leads, clients, partners, vendors. Add contacts three different ways, tag them, move them through pipeline stages, and link them to tasks and campaigns.

Easiest

Ask the AI to add them

One-off

Manual entry

Bulk

CSV import

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Option 1: Ask the AI

The fastest way to add a contact is to describe it.
1

Open the AI chat

Click the AI tab in your project.
2

Describe the contact

Add Jane Smith (jane@acme.com) as a CRM contact at Acme Inc.
Tag her as a hot lead. Add a note that she attended our webinar
on April 12.
The AI parses the details and creates the contact, tags, and note in one step.
3

Confirm

Go to CRM > Contacts to verify the entry. The AI also logs the creation in the contact’s activity history.
You can bulk-add too: “Add these five contacts: Jane Smith (jane@acme.com), John Doe (john@acme.com)…”. The AI handles the loop.

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Tags for Categorization

Use tags to slice your contact list: client, lead, vendor, hot, cold, webinar-signup, and so on. Apply multiple tags per contact and filter the list by any combination. Tags are also what you target in outbound email campaigns — see /how-tos/cold-email.

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Custom Fields

Add your own fields to contacts — renewal date, favorite product, LinkedIn URL, preferred pronouns, annual revenue tier, anything. Custom fields are per-account and show up everywhere a contact does (table, detail page, merge variables).
1

Define the field

Go to CRM > Settings > Custom Fields > Add Field. Pick a name and a type (text, number, date, multiline, select). multiline preserves line breaks when you render the value in an email.
2

Set values on contacts

Open a contact. Custom fields render in a dedicated section on the detail page. Update inline, or bulk-update from the AI SDR (“set renewal_date to 2027-03-01 on all contacts tagged ‘enterprise’”).
3

Use as merge variables in emails

Any custom field name you’ve defined is available as {{field_name}} in Sales Sequences or one-off AI SDR emails. Multi-line values preserve \n as <br/>. Missing values render as empty strings.
Field names become merge vars verbatim, so pick short, snake_case names. renewal_date beats Renewal Date (ISO).

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Saved Views

A saved view is a named filter + column layout on the contacts table. Build a useful slice once (filters + sort + visible columns), name it “My prospects — no reply 7d+”, and pin it to your sidebar. Each rep’s views are personal.
  • Create — Filter / sort / show/hide columns on the contacts table, then click Save view and name it.
  • Switch — Top-left of the contacts table, pick from your saved views.
  • Edit / delete — On the view dropdown, click the pencil icon on the row.
  • Share — Views are personal by default. Mark as team view to expose it to teammates.
Common useful views: “Hot leads (score > 70, not emailed 14d)”, “Stale contacts I own (no activity 30d)”, “Missing phone number”, “Ready to enroll in cadence X”.

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Pipeline Stages

Move contacts through the sales cycle visually.
1

Open Pipeline view

Go to CRM > Pipeline. Switch between kanban and list views in the top right.
2

Drag contacts between stages

Default stages: New, Contacted, Qualified, Proposal, Closed Won, Closed Lost.
3

Customize stages

Click the gear icon to add, rename, or reorder stages. Each stage can have a color and a probability percentage for deal forecasting.

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Tasks Linked to Contacts

From a contact’s profile, click Add Task to create a follow-up.
  • Due date — when to follow up
  • Assignee — team member responsible
  • Linked contact — auto-set to the current contact
Tasks appear in CRM > Tasks, in each assignee’s dashboard, and overlaid on the contact’s activity timeline.

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Activity History

Every contact has an activity timeline showing:
  • Emails sent and received (if email is connected)
  • Notes added
  • Calls logged
  • Tag and stage changes
  • Tasks created and completed
Use this as a memory for every interaction — nothing falls through the cracks.

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Merge Duplicates

When two contact records are actually the same person (same email with different spellings, bounced imports, stale + new entry) → merge them so the history consolidates on one record. Two ways in:

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What gets merged

All history moves from loser → winner: activities, deals, companies, tags, custom fields, sequence enrollments, email events, suppressions. Any field blank on the winner gets backfilled from the loser (non-destructive — winner’s existing values always win). The loser’s deleted_at is set. This is not reversible through the UI. The audit row preserves the merge, but un-merging requires manual SQL.

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Verifying It Works

After adding a contact, search for it by name or email in the top search bar. It should appear instantly in results. Open the profile to confirm all fields and tags are correct.

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Troubleshooting

Use the merge flow above — either via the AI SDR (best for finding pairs at scale) or from a contact’s More > Merge menu (best for one-off cleanup). Fields combine with winner-first precedence; activity history unifies on the winner.
The import usually fails because of a missing required column or malformed email. Open the template again, make sure name and email columns are spelled exactly as shown, and that every row has a valid email.
Campaigns target by tag or list. Check the contact’s tags match the campaign’s audience rule, and that the campaign is using a current list snapshot (lists can be refreshed from the list settings).
Type the tag name and press Enter or Tab to commit it — free-typed text that isn’t committed gets discarded on save.

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What’s Next?

Sales Sequences

Personal OAuth cadences — use your tagged contacts as audience

AI SDR

The AI assistant for every CRM page

AI SDR Reminders

Self-scheduled follow-up pings from the AI SDR

Cold Email

Launch outbound campaigns against tagged segments