Find the Right People in Seconds

A contact database is only useful when you can quickly find the information you need.

StageCRM combines keyword search, sorting, custom views, and advanced filters to help users locate specific contacts without scrolling through hundreds or thousands of records.

Search and filter contacts by:

• Name
• Company
• Profession
• Industry
• Community
• Business group
• Relationship Stage
• Referral source
• Category
• Tag
• City
• Zip code
• Custom fields
• Communication history
• Follow-up status

Multiple criteria can be combined to create highly targeted results.

You might search for:

• Accountants in Doral whom you met through a networking organization
• Former clients who are ready to be reconnected
• Attorneys within a particular zip code
• Referral partners in the Retain or Refer stages
• Event attendees who require follow-up
• Contacts within a specific industry or community

Users can also sort information by the fields that matter most to them, helping each person create a view that supports their daily responsibilities.

Instead of searching through a contact list, your team can quickly identify the exact people who need attention.