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Sales

Contacts

The owned-contacts store — list-based contact management with import/export, custom fields, per-channel consent, suppressions and a contact detail drawer. Your first-party audience.

Contacts in the BOL7 portal

What it does

  • Sub-sections: All, Lists, Segments, Consent, Schema (custom fields), Suppressions, Identity (dedupe)
  • Contact record: names, identities (emails/phones), channels, consent, status, custom fields
  • Lists & custom fields: per-list schema + global schema tab (Name, Key, Type, Required, PII)
  • CSV import with auto header-mapping, per-channel validation, within-list dedup, error report
  • Consent matrix (WA/SMS/Email opt-ins); bulk opt-in / opt-out with reason
  • Suppressions: block/unsubscribe by number, allow-call, temporary-allow date
  • Contact detail drawer: overview, activity timeline, edit/merge

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Audience Hub

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A prospecting / lead-discovery tool to search and bulk-export third-party B2B and B2C audience data, backed by a separate Elasticsearch service (audiencehub.bol7.com).

  • Two modes: B2B (business/professional) and B2C (consumer leads)
  • B2B filters (10): name, email, company, designation, industry, city, country, phone, zipcode, website
  • B2C filters (5): email, mobile, keyword, country, pincode
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Calendar

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A Calendly / Cal.com-style scheduling suite with MCP server integration and a 5-minute Celery sync — booking links, event types, team capacity and analytics.

  • Global controls: KPI strip, event types, booking links, SLA, filter bar, New Event, Export
  • 11 tabs: Overview, My Calendar, Team Calendar, Weekly Availability, Drive, Sheets, etc.
  • Conferencing & Locations: Zoom, Meet, Teams; location presets
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Smart CRM

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HR / people-operations suite — company setup, employee directory, attendance, payroll and a work hub. (Sales pipeline lives separately in the Sales CRM.)

  • 5 children: Company, Employees, Attendance, Salary Report, Work Hub
  • Company: logo, legal details, offices, shift & break rules, HR policies
  • Employees: team directory, KPIs (active/departments), add-employee modal, login & password
View details

See Contacts in action

Book a personalized walkthrough and we'll show you exactly how it fits your workflow.

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