# How to add and manage contacts in Stacks — Stacks Features

> Add a contact to your Stacks CRM in seconds — enter a name and email, attach a company, set tags and status. Then edit, merge or delete contacts any time. Free and unlimited on every plan.

Markdown version of https://stackscrm.com/features/add-contact — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt

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#### Getting started

- [Create your account](https://stackscrm.com/features/create-account-set-up-workspace)
- [Invite your team](https://stackscrm.com/features/invite-team-set-roles)
- [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour)

#### CRM

- [Import your contacts](https://stackscrm.com/features/import-contacts)
- [Add a contact](https://stackscrm.com/features/add-contact)
- [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags)
- [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline)
- [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts)
- [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form)
- [Export your contacts](https://stackscrm.com/features/export-contacts)

#### Email marketing

- [Send a campaign](https://stackscrm.com/features/send-email-campaign)
- [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence)
- [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms)

#### Reviews

- [Request a review](https://stackscrm.com/features/request-customer-reviews)
- [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai)
- [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget)

#### Invoicing

- [Create an invoice](https://stackscrm.com/features/create-and-send-invoice)
- [Send an estimate](https://stackscrm.com/features/send-estimate-quote)
- [Get paid online](https://stackscrm.com/features/payment-links)
- [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices)
- [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit)
- [Projects & billable time](https://stackscrm.com/features/bill-project-time)
- [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions)

#### Scheduling

- [Set your availability](https://stackscrm.com/features/set-availability-take-bookings)
- [Create an appointment type](https://stackscrm.com/features/create-appointment-type)
- [Share your booking link](https://stackscrm.com/features/share-embed-booking-link)

#### Support

- [Manage support tickets](https://stackscrm.com/features/manage-support-tickets)

#### Tasks & time

- [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks)
- [Track & bill time](https://stackscrm.com/features/track-and-bill-time)

#### AI & automation

- [Turn on AI](https://stackscrm.com/features/turn-on-ai)
- [Build an automation](https://stackscrm.com/features/build-an-automation)

#### Connecting your tools

- [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments)
- [Connect email provider](https://stackscrm.com/features/connect-email-provider)
- [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms)
- [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile)
- [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc)

#### Workspace and additional guides

- [Review agent approvals](https://stackscrm.com/features/review-agent-approvals)
- [Manage companies](https://stackscrm.com/features/manage-companies)
- [Import from another CRM](https://stackscrm.com/features/import-crm-records)
- [Manage email templates](https://stackscrm.com/features/manage-email-templates)
- [Manage appointments](https://stackscrm.com/features/manage-appointments)
- [Set up standing appointments](https://stackscrm.com/features/recurring-appointments)
- [Review feedback reports](https://stackscrm.com/features/review-feedback-reports)
- [Create review story images](https://stackscrm.com/features/manage-review-stories)
- [Configure customer reviews](https://stackscrm.com/features/configure-reviews)
- [Manage workspace settings](https://stackscrm.com/features/workspace-settings)
- [Manage the product catalog](https://stackscrm.com/features/manage-products)
- [Configure email alerts](https://stackscrm.com/features/configure-email-alerts)
- [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access)
- [Read API activity](https://stackscrm.com/features/api-activity)
- [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks)
- [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits)
- [Read workspace activity](https://stackscrm.com/features/workspace-activity)
- [Request help from Stacks](https://stackscrm.com/features/request-platform-help)
- [Triage platform requests](https://stackscrm.com/features/platform-request-triage)

[Features](https://stackscrm.com/features) › [CRM](https://stackscrm.com/features#crm) › **Add a contact**

# How to add and manage contacts in Stacks

CRM · about 3 min · updated Aug 2026

Adding a contact to Stacks takes seconds. Type in a name and email, attach a company if you have one, set a status and a couple of tags — and it's saved. Every contact lives in one shared record you can edit, tag, merge or hand off to a teammate any time. It's free, and there's no cap on how many you can keep.

## Before you start

- Only have a name and email? That's enough. **Everything else** — company, address, tags, source — is optional and easy to fill in later.
- Got a whole list to bring over? Add them all at once instead — see [Import your contacts](https://stackscrm.com/features/import-contacts).
- You'll need permission to create contacts. **Admins, managers and team members** can add and edit; only view-only users can't (and deleting or merging is limited to admins and managers).

## Step by step

1. **Open the New Contact form.** In Stacks, go to **Contacts** in the left menu and click **+ New Contact** in the top right. (On an empty list, the **+ Add Contact** button does the same thing.)
2. **Enter the basics.** Fill in **First name** and **Email** — both are required and marked with a *** — then add a **Last name** and **Phone** if you have them.
3. **Add company and work details.** Choose a **Company** from the dropdown, or click **+ Add new company** to create one on the spot without leaving the form. Add a **Job title** and a mailing **Address** if it's useful.
4. **Set status, source, owner and tags.** Pick a **Status** (Active, Lead, Customer or Inactive), a lead **Source** (Website, Referral, Cold call, Social, Event, Advertisement or Other), and **Assign** the contact to a teammate. Click any **Tags** you want, fill in **custom fields**, and jot a note.
5. **Save the contact.** Click **Create Contact**. Stacks checks for possible duplicates first — if it finds a likely match by email, phone or name, it shows a warning so you can review it, then save anyway if this really is someone new. You'll land on the new contact's page.

💡

**It's free.** Adding and managing contacts — including duplicate detection, merging and CSV export — is free on every plan, with no limit on how many contacts you store. Optional AI helpers use workspace credits, including the initial Free allowance. These include the **AI Lead Score** and **AI Assistant** on a contact's page.

## Good to know

- **Duplicate detection is built in.** When you save, Stacks compares the contact against your list by email (exact), phone and name. If it spots a likely match, it warns you before creating a copy — so your list stays clean.
- **Add a company without leaving the form.** The **+ Add new company** box creates the company and links it to the contact in one step. Existing companies just show up in the dropdown.
- **Custom fields carry over.** Any custom fields you've set up appear right on the form, so you can capture the details that matter to your business.
- **Marketing consent.** A contact you add by hand is set to **Subscribed** for email marketing — this is the application’s subscription status, not proof of permission to send marketing. You can switch that to **Unsubscribed** on their record any time.

## After you add a contact

Open any contact to see everything about them in one place — their info, open deals, tasks, notes and a full activity timeline. From there you can:

- **Edit** any field, add **notes** inline, and attach **deals** and **tasks**.
- **Merge duplicates** (admins & managers) — this keeps the contact you're on and moves the other's deals, invoices, appointments, notes and history onto it, then removes the duplicate.
- **Delete** a contact (admins & managers). Its deals aren't deleted — they're simply unlinked.
- With available workspace AI credits, use the **AI Lead Score** to rate a contact hot, warm or cold with reasons, and the **AI Assistant** to draft a follow-up, summarize the history, or suggest a next step. Both are button-triggered. Lead scoring saves a score and reasons; assistant drafts need review. Sending is a separate action.

## Frequently asked

Is there a limit on how many contacts I can add?

No — contacts are **unlimited and free** on every plan. Add them one at a time here, or import a whole CSV at once.

What if the contact already exists?

When you save, Stacks checks by email, phone and name and warns you about likely duplicates. You can open the existing record, merge them, or confirm it's genuinely a new person and save anyway.

Can I add the company at the same time?

Yes. Use **+ Add new company** on the form and Stacks creates the company and links it to the contact in one step. Companies you've already added appear in the dropdown.

Was this helpful?

## Related articles

[Import your contacts →](https://stackscrm.com/features/import-contacts) [Organize contacts with tags →](https://stackscrm.com/features/organize-contacts-with-tags) [Merge duplicate contacts →](https://stackscrm.com/features/add-contact) [Export your contacts →](https://stackscrm.com/features/export-contacts)

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