CepheiQ Contact Manager — Features, Pricing, and Setup Guide

CepheiQ Contact Manager — Features, Pricing, and Setup GuideCepheiQ Contact Manager is a modern contact and customer relationship management (CRM) tool designed for small to mid-sized teams that need an easy-to-use system for storing contacts, tracking interactions, and automating routine tasks. This guide covers core features, pricing considerations, and a step-by-step setup process so you can evaluate whether CepheiQ fits your workflow and get it running quickly.

Key Features

• Contact Database: Centralized storage for contacts with custom fields, tags, and notes to capture everything from basic details to relationship history.
• Activity Tracking: Log calls, emails, meetings, and tasks linked to individual contacts or accounts so nothing falls through the cracks.
• Email Integration: Two-way sync with major email providers to capture correspondence and send templated messages from within the app.
• Task and Pipeline Management: Create tasks, reminders, and visual sales pipelines to manage deals and follow-ups.
• Automation & Workflows: Automate repetitive tasks like follow-up reminders, lead scoring, and assigning contacts to reps based on rules.
• Reporting & Analytics: Built-in dashboards and exportable reports to measure communication frequency, pipeline health, and team performance.
• Mobile Access: Responsive web app and native mobile apps for working on the go.
• Security & Permissions: Role-based access controls, audit logs, and data encryption to protect sensitive contact information.
• Import/Export: CSV and common CRM import tools plus easy export for backups or migrations.
• Integrations: Connectors for calendars, helpdesk tools, marketing platforms, and Zapier for custom automation.

Who It’s Best For

CepheiQ works well for:

• Small sales teams needing a lightweight CRM without enterprise complexity.
• Service-based businesses managing client relationships and appointments.
• Marketing teams wanting contact segmentation and email templates.
• Teams migrating from spreadsheets or basic CRMs that need more structure.

It may be less ideal for very large enterprises that require deep customization, extensive on-premises control, or specialized industry compliance beyond standard security features.

Pricing Overview

CepheiQ typically offers tiered pricing to match different business needs. Common tiers include:

• Free or Starter: Limited contacts, basic features, suitable for solo users or trial.
• Professional: Core CRM features like pipelines, email sync, and basic automation — billed per user/month.
• Business: Advanced automation, reporting, and more integrations — higher per-user price.
• Enterprise: Dedicated support, advanced security, SLAs, and custom contracts.

When comparing plans, pay attention to:

• Per-user vs. flat pricing.
• Limits on contacts, storage, automation runs, and API requests.
• Included support level and onboarding help.
• Any setup, migration, or training fees.

Setup Guide — Step by Step

1. Create an account and choose a trial or plan.
2. Configure company settings: business hours, time zone, currencies, and branding.
3. Add users and roles: invite teammates and assign permissions according to responsibility.
4. Import contacts: clean your CSVs, map fields (name, email, phone, company, custom fields) and run the import. Verify duplicates and merge rules.
5. Connect email and calendar: enable two-way sync so communications auto-log to contact records.
6. Build pipelines and stages: model your sales or service workflows, name stages, and set probability/expected close fields.
7. Create templates and automation: set up common email templates, canned responses, and workflow rules for follow-ups and assignments.
8. Set up tasks and notifications: configure reminders, team notifications, and mobile push settings.
9. Integrate other tools: connect Zapier, marketing platforms, or helpdesk software as needed.
10. Train your team: run a short walkthrough focusing on daily tasks—adding contacts, logging activities, moving deals, and using templates.
11. Monitor and iterate: use reporting to identify bottlenecks and adjust pipelines, automations, and user roles.

Migration Tips

• Clean and deduplicate contact lists before importing.
• Map custom fields carefully; create new fields in CepheiQ first when necessary.
• Test imports with a small subset before full migration.
• Export historical data from your previous system for archival purposes.
• Use reconciliation reports after migration to check counts and key field integrity.

Best Practices

• Keep contact records concise and standardized (use consistent tags and naming conventions).
• Use automation sparingly at first; validate rules so you don’t create noisy notifications.
• Regularly archive or delete inactive contacts to keep the database performant.
• Assign ownership of contacts to prevent duplication and ensure accountability.
• Review reports weekly for pipeline movement and activity levels.

Limitations & Considerations

• If you need deep customization (complex workflows, heavy API use), verify API limits and extensibility.
• Confirm data residency and compliance requirements for regulated industries.
• Mobile feature parity can vary; test native apps if off-site use is important.
• Evaluate long-term costs including per-user scaling, automation usage, and additional integrations.

Final Thoughts

CepheiQ Contact Manager offers a balanced feature set for teams that need organized contact management, basic CRM pipelines, and useful automation without enterprise overhead. Trial the Professional tier (if available), run a small pilot with your team, and use the setup steps above to speed adoption and minimize migration issues.