Feature Details
Lean Contact Management to Follow Up Faster and Close More Leads
Too many CRMs are complicated, expensive, and require hours of configuration. Introkite simplifies client data workflows by integrating imports, lead capture, and encrypted pipeline updates in one unified dashboard.
Consolidate All Contact Channels
Import and organize your contact channels into one central operational workspace:
- Google Contacts Sync: Connect via secure OAuth for automated sync and updates.
- Outlook Contacts Sync: Secure connection to pull corporate contacts cleanly.
- Mobile Address Book Exports: Standard iOS and Android contact exports.
- Excel/CSV Uploads: Normalizes names, phone numbers, and emails with duplicate-checking filters.
Unified Contact Operations
From capture to conversion, manage the full lead lifecycle:
- Centralized lead intake capturing inquiries from profile forms, scheduler bookings, and QR card scans.
- Three-stage Contact Visibility rules (Hidden, Everyone, Verified-only) to protect personal PII data.
- Secure Contact Reveal flow requiring name, email, and phone validation before revealing contact info.
- Simple pipeline classification: Pending, Replied, Active Follow-Up, and Closed.
- Segmented campaign integrations to easily push list updates directly to WhatsApp and Email hubs.
PII Security & Privacy Compliance
How we secure your data and comply with local regulations:
- AES-256-GCM field encryption for PII data (phone and address) at rest in the database.
- Secure key storage using Supabase Vault to protect decryption tokens.
- On-demand Edge Function decryption, ensuring plaintext phone numbers never sit exposed on public pages.
- CCPA and GDPR compliance templates, including "Do Not Sell My Data" options in account settings.
A Dynamic Pipeline Connected to Your Profile
Introkite contact management is connected to your free single-page website and calendar scheduler. When a visitor books a slot or fills a form, their details flow straight into your inbox with status checks. This lets you target segments for campaigns instantly without needing integrations.
Frequently Asked Questions
How does the Contact Reveal flow protect my privacy?
By default, your phone number and email are hidden from public crawlers. If you enable "Verified-Only" visibility, a visitor must provide their name, email, and phone number (which are sent to your dashboard as a high-intent lead) before your actual contact details are revealed. This prevents scraper bots from indexing your numbers.
Can I import my existing client base?
Yes. You can connect your Google or Microsoft Outlook accounts, or upload spreadsheet files (Excel/CSV). Our import tool auto-detects column names, formats phone numbers to E.164 standards, and resolves duplicate entries automatically.
How secure is my clients data?
We treat client information with corporate-grade security. All sensitive fields are encrypted before writing to the database using AES-256-GCM. We also run Cloudflare Turnstile bot protection on all public profile submission forms to block spam.
Do I need a separate CRM software with Introkite?
No. For independent professionals (realtors, coaches, contractors, designers), high-end CRMs are often bloated and complex. Introkite gives you a lean pipeline (Pending, Replied, Follow-up, Closed) with easy re-engagement tools right from the same dashboard.