You’ve spent years building a network that is uniquely yours — it’s your most valuable professional asset. Keeping track of the people who matter should not be a second job.

That is the simple idea behind ContactDrive: help professionals and small teams organize their relationships, understand their contact data, and take timely action without letting opportunities slip through the cracks.

Over the last several releases, we have shipped a major set of improvements across the entire ContactDrive ecosystem. Some are big new capabilities. Some are small quality-of-life fixes. Together, they make ContactDrive more useful for the daily work of managing contacts, building relationships, coordinating outreach, and keeping your data clean.

Here is what is new.

Smarter ways to understand and use your contacts

We have released a closed beta of ContactDrive Chat, a natural-language way to explore your contacts. Instead of building complex filters, you can ask questions about your data and move faster from creating a list to landing a client.

ContactDrive Chat also includes an AI filter assistant inside the Contacts grid. You can describe a filter in plain language, and ContactDrive applies the right grid filters for you. For example, you can ask for “contacts in Colorado tagged ‘prospective client’ that I haven’t emailed in 60 days”.

This matters because contact data is only valuable when you can actually use it. The faster you can find the right people, the faster you can build a list, , or spot a missed opportunity.

Contact us today if you are interested in participating in this exclusive closed beta.

Mention contacts with quick activity notes

The ContactDrive text editor now supports @-mentions for contacts and tags. When a contact is mentioned, ContactDrive links that person to the activity.

This turns notes into more useful relationship context. Mentions help quickly connect activity, people, and tags in a more meaningful way.

We also fixed mention display and click behavior, along with contact email-template merge fields.

A better Connect experience

Connect is designed to help users move through relationship-building work: calls, texts, emails, notes, and follow-up.

The Connect dashboard now includes a new table view, search, assigned-user display, better loading states, and clearer error toasts when sessions are added or deleted. The dashboard widget now shows only your active sessions, so you can focus on what is assigned to you.

These changes are especially useful when outreach is not abstract “CRM work,” but real follow-up with real people.

Better integrations with the tools you already use

ContactDrive is becoming more connected across the systems where relationship data already lives.

Recent additions include:

• Campaign Monitor app for subscriber sync, list management, and campaign reports.
• Google Workspace integration with contact and calendar sync.
• Zoom Phone integration to power Connect calls and texts through your Zoom Phone number.
• WinRed integration for political campaigns to sync donations in real-time.
• Dispatch app to send P2P texts quickly, including multi-user campaign assignment.
• Webhooks app for inbound and outbound webhooks, helping you make sure all of your data is all in the right place.

This is a major step toward making ContactDrive the central relationship layer across your work. Your contacts, communications, events, donations, outreach activity, and third-party tools should not live in separate silos. The more ContactDrive can connect those systems, the easier it becomes to see the full picture of a relationship.

A more powerful Contacts Grid

The Contacts grid is where a lot of day-to-day work happens, so we invested heavily in making it faster and more practical.

You can now add, remove, and create tags directly inside the grid, without opening each contact record. Tag filters are also more precise, with the much-requested ability to either include or exclude tags from your filters, plus better handling for contacts with no tags.

We also improved the working experience of the grid itself:

• Saved views are more robust
• The Last Name column now includes a clickable contact link with hover preview.
• New custom fields no longer automatically appear as grid columns.
• Calculated fields are hidden or disabled so they cannot be edited or accidentally added as columns.

These are the kinds of changes that save time every day. Less clicking. Less rebuilding views. Less friction when you are trying to move quickly.

Imports and exports built for serious data work

Contact data gets messy. Lists come from different systems, different people, and different formats. We have made ContactDrive much more resilient for importing, exporting, and cleaning up large datasets.

CSV import and export now scale to 1 million+ rows through streaming. That means ContactDrive is better equipped for large files without bogging down the workflow.

We also added Activity Export, so you can export filtered, sorted, and arranged activity columns just like contact exports.

Other import/export improvements include:

• Error-contact CSVs now retain partial progress on mid-stream parse errors.
• Exported error files keep the message column consistently at the end.
• Activity Message and street2 are now included in exports.
• Header rows are fixed on exports where they were missing.
• Currency-style values like “$50.00” no longer import as NaN.
• Two emails in one cell no longer collide.
• Select All before merge now finds the expected contacts.
• Export jobs now correctly respect advanced filters.

For teams that regularly move data between tools, these updates are especially important. Better import/export handling means fewer manual fixes, fewer surprises, and more confidence that the list you are working from is accurate.

Easier duplicate management and cleaner records

Duplicate contacts are one of the fastest ways for a relationship database to lose trust. If the same person appears multiple times, notes get split, activity history gets fragmented, and follow-up becomes unreliable.

ContactDrive now supports batch merging all duplicates across a workspace, with a dedicated UI to review duplicates and more control over how matches are identified.

We also fixed contact note merging so notes are preserved correctly when contacts are merged. Manage-duplicates and file-history actions are now easier to access directly from the Contacts page.

The result is a cleaner database and a more reliable view of each relationship.

Smoother workspaces, billing, permissions, and admin controls

As part of making ContactDrive a quality experience, it’s important that the platform remembers where you are and respects how your team is set up.

Recent updates improve workspace continuity across login, password reset, OAuth return, and Stripe checkout. If you start in a workspace, ContactDrive now does a better job keeping you in the right place.

We also fixed a frustrating multi-tab issue where opening a deep link to a second workspace could cause an infinite refresh loop. The workspace switch confirmation is back.

On the admin side, we added:

• Search in the Tags list.
• Immediate refresh in Settings after activity type create, edit, or delete.
• Ability for admins to re-label default activity types.
• New custom-role permissions, including per-app access.
• Better permission handling across menus, dashboard widgets, and Connect UI.
• Ability for admins to copy an unverified user’s enrollment URL in case a user has trouble receiving their invitation email.
• More explicit API key reveal flow for better security.

These updates make ContactDrive easier to manage as a team, especially when different users need different levels of access.

More polish, fewer interruptions

Not every improvement needs a headline to matter.

We fixed short-screen canvas scrolling, pinned the preview drawer footer to the bottom, improved dark-mode styling for warning alerts, restyled the chat widget, and made date handling and timezone display more consistent across the platform.

We also fixed crashes and performance problems, including grid column resize errors, regex special characters in workspace search, and jobs running multiple times under heavy load.

These fixes reduce the small interruptions that break momentum.

Why this matters

The goal of ContactDrive is not to become another overbuilt CRM that forces you to click through a million screens to find one piece of information.

The goal is to help you keep track of the people who matter, understand what is happening across your network, and take action before opportunities go cold.

These updates move ContactDrive closer to that promise:

• Faster filtering and contact exploration.
• Cleaner data.
• Better duplicate management.
• Stronger integrations.
• More reliable imports and exports.
• Better team permissions.
• Smoother outreach workflows.
• Fewer bugs and interruptions.

ContactDrive is getting smarter, more connected, and easier to use, without losing sight of the core mission: helping you build and maintain the relationships that drive your work forward.

If you have not logged in recently, this is a good time to take another look.