Contact Module

The contact module is your central address book. Manage people, institutions, and leads – and use the data across events, mailings, and ticket sales.

Contacts

People with contact details, communication history, and event links.

Institutions

Companies and organizations linked to contacts and leads.

Leads

Prospects and inquiries before they become contacts.

Potential Contact Duplicates

Suggested merges for overlapping contact records.

Import

Bring contacts and leads from external sources into ERADIANT.

Lead & Event Categories

Assign categories per lead and generate access vouchers automatically.

Ticketing Mirroring

Mirror vouchers into ticketing and reflect ticket purchases back on leads.

CRM Sync

Synchronize contacts and leads with Salesforce, HubSpot, or your CRM.

Salutation Forms

Formal and informal address forms for mailings and exports (contact-wide).

Central Contact Management

Maintain contacts for everyone you work with. Contact data flows into events, mailings, and orders without duplicate entry.

  • Contacts with communication details
  • Links to institutions and events
  • History of mailings and registrations
  • Search, filter, and segment lists
Contact overview with communication details and links.

Linked Institutions

Organize companies and organizations alongside your contacts. Institution data enriches leads, exports, and reporting.

  • Institutions with address data
  • Contacts assigned to institutions
  • Used in leads and event context
  • Filter and export by organization
Institution management with assigned contacts.

Track Leads

Capture prospects and inquiries before conversion. Leads connect to events and mailings and become contacts when ready.

  • Leads with source and status
  • Conversion to full contacts
  • Linked to events and campaigns
  • Pipeline overview for your team
Lead overview with source, status, and event links.

Clean Contact Data

Detect overlapping records and merge them deliberately. Duplicate suggestions keep your contact database accurate.

  • Automatic duplicate suggestions
  • Side-by-side comparison before merge
  • Preserves history and event links
  • Keeps mailings and exports reliable
Duplicate review with side-by-side comparison before merge.

Import Contacts

Bring contacts and leads from external lists or systems into ERADIANT. Imported records are immediately available for mailings, categories, and ticketing.

  • Import contacts and leads from external sources
  • Foundation for lead categories and mailing audiences
  • Combines with CRM sync for ongoing updates
  • Less manual data entry in day-to-day work
Contact import from external sources.

Lead & Event Categories

Assign event categories to each lead and let ERADIANT generate access vouchers automatically. Unlocked ticket products come from all assigned categories.

  • Assign categories under Event Categories & Access Voucher on leads
  • Optionally allow multiple categories per lead
  • Automatic voucher codes when categories change
  • Foundation for targeted mailing audiences
Lead and event categories with access voucher assignment.

Ticketing Mirroring

Access vouchers are mirrored automatically into linked ticketings. Completed ticket purchases appear back on the lead – without manual reconciliation.

  • Vouchers mirrored as contact-managed access vouchers in ticketing
  • Automatic updates when categories change
  • Ticket purchases in the lead activity timeline
  • Unified view of invitation, voucher, and ticket status
Ticketing mirroring with vouchers and ticket purchases on the lead.

CRM Synchronization

Connect ERADIANT with Salesforce, HubSpot, or your CRM. Contacts and leads stay in sync – without manual exports or duplicate maintenance.

  • Bidirectional synchronization with Salesforce
  • HubSpot integration in development
  • Custom CRM connectors on request
  • Combines with import and lead categories
CRM synchronization with Salesforce and HubSpot.

Configure Salutation Forms

Define salutation levels, categories, languages, and templates for contacts at organization level. Mailings and exports use the same salutation rules.

  • Formal and informal address forms per contact
  • Salutation levels, categories, and languages
  • Templates for mailings and exports
  • Organization-wide settings for your team
Salutation forms with levels, categories, and templates.