Audience docs
Audience
One record of every contact: companies, custom fields, tags, custom objects and automation for small businesses.
Getting started
1Contacts
9- Adding contactsAdd a single contact by hand from the Contacts toolbar; the New contact sheet captures name, email, work, and location details, dedupes on email, and drops you into the new record.
- CompaniesThe Companies list shows every organization in your workspace with its name, domain, industry, and size. Open a company to edit its profile, manage owned domains, confirm domain-matched contacts, and see linked deals.
- ContactsThe Contacts list is the searchable table of every person in your workspace; click any row to open a detail sheet with their details, relationships, and activity.
- Custom fieldsCustom fields capture data on contacts or companies beyond the built-in fields. Define each field's name, key, type, and whether it shows in the list table or is encrypted as sensitive PII, then fill it in from the contact's Details tab.
- DuplicatesThe Duplicates page lists contacts that share the same email address but landed as separate rows, and lets you merge a two-contact group into one record.
- Exporting contactsDownload a CSV of the contacts currently showing in your list; the export honors every active filter and includes any custom fields you flagged to show in the table.
- Importing contactsImport many contacts at once from a CSV file; Mercleo maps its columns to contact fields and creates or updates a contact per row, recording any failures in an import job you can review.
- Sensitive fieldsMark a contact custom field as sensitive to encrypt its values at rest and hide the plaintext behind a permission-gated Reveal. Each reveal checks the pii.view permission and writes an access-log entry.
- Tags and listsTags are color-coded labels you attach to contacts for flexible categorization; lists are named groups you build by hand for targeting. You create both in their settings page, apply them from the contact detail sheet, and filter your contacts table by either.
Custom objects & automation
7- Custom objectsCustom object types model records that don't fit Contacts, Companies, or Deals; installing a shipped template comes with your plan, while authoring a new type from scratch, with its own fields and stage sets, requires an upgraded plan.
- Engagement rulesEngagement rules turn contact activity, such as event attendance, email opens, and application submissions, into a decaying score and tier on every contact. Mercleo seeds a default rule set every account can see, and plans that include rule editing let you add, edit, and switch rules on and off.
- Lifecycle stagesLifecycle tracks model parallel contact funnels. Every account starts with one default Lifecycle track and a set of seeded stages you can rename, recolour, reorder, and archive, and stage moves can fire workflow triggers.
- Object recordsBrowse, search, sort, and edit the records of any installed custom object type in a table, board, or calendar, then quick-create single records, run bulk status changes, and move data in and out by CSV.
- Object templatesObject templates are pre-built custom object types Mercleo ships ready to install: the eight-template Nonprofit pack and the standalone Sales Deal. Installing one adds its fields, stages, and default view to your workspace, and every install is idempotent.
- Workflow runsThe Runs page is a read-only execution history for one workflow: each run's status, what triggered it, when it started, how long it took, and any error. Select a run to inspect its per-action steps.
- WorkflowsWorkflows run a fixed chain of actions whenever something happens in your CRM: a lifecycle stage change, a recorded transaction, or an engagement score crossing a threshold. Building and editing workflows requires an upgraded plan; other plans can view them but not change them.
Developer
3- API referenceThe Mercleo API gives you read-only REST access to your account's data over JSON, authenticated with a bearer token. Every endpoint is a GET; the deals endpoint is reserved and returns a 501 until a later release.
- API tokensAPI tokens give external tools read-only access to your account's data over the Mercleo REST API. You create each token with the scopes it needs, copy the secret once, and revoke it from the same page when it is no longer needed.
- WebhooksWebhooks send a signed JSON POST to your own endpoint whenever a contact is created, updated, merged, or erased. You register an endpoint from Settings, verify each delivery with the subscription's HMAC-SHA256 secret, and watch attempts in a per-endpoint delivery log.