Contact Management

    Every contact.
    Every call.
    One place.

    Wave Runner includes a full contact layer — lists, call history, DNC status, tags, bulk actions, and CSV import. No separate CRM required to run your agency.

    And it connects to HubSpot and GoHighLevel when you need the full stack.

    The Problem

    Agencies manage hundreds
    of clients' contacts.
    Scattered across tools.

    Spreadsheets for lists. A CRM for history. A dialer for call logs. None of it connected. Wave Runner brings the contact layer into the same platform as your AI calls, campaigns, and workflows.

    • Import any contact list via CSV in under a minute
    • DNC status enforced automatically across all campaigns
    • Full call and SMS history on every contact record
    • Bulk actions — tag, move, delete, exclude at scale
    SR
    Sarah Reynolds
    sarah@apexsolar.com
    Active
    Total calls
    7
    Appointments booked
    2
    Last contact
    Apr 11
    DNC status
    Clear

    Recent activity

    Call
    Campaign: Q2 Solar — booked2 days ago
    SMS
    Confirmation sent2 days ago
    Call
    Inbound — knowledge base query1 week ago

    What's included

    Everything you need to manage contacts at agency scale.

    Contact lists

    Organize contacts into named lists. Assign lists to campaigns, workflows, or specific AI agents. One contact can belong to multiple lists.

    CSV import

    Upload any spreadsheet. Map columns to contact fields on import. Your list is live and available for campaigns in under a minute.

    Call history per contact

    Every inbound and outbound call for a contact is logged with duration, outcome, recording, and post-call analysis summary.

    Do-not-call (DNC) status

    Mark contacts as DNC individually or in bulk. The platform enforces DNC across all campaigns automatically — no manual filtering.

    Bulk actions

    Select any number of contacts and apply tags, move to a list, mark DNC, or delete in one operation. Manage thousands of records efficiently.

    CRM sync

    Contacts sync bidirectionally with HubSpot and GoHighLevel. Post-call data — outcomes, appointments, extracted fields — writes back to CRM records automatically.

    Contacts + Post-Call Data

    Every call fills in the
    contact record automatically.

    Wave Runner's post-call extraction pulls structured data from every conversation and writes it back to the contact: name, email, appointment details, outcome, urgency, and notes. No manual data entry.

    • Extracted fields write to contact record immediately
    • Appointment details sync to connected calendar and CRM
    • Outcome tags applied automatically based on call result
    • Contact enriched with each interaction — no manual updates

    Fields extracted after each call

    Name
    James Moran
    Spoken by caller
    Email
    james@reachsolar.com
    Spoken by caller
    Appointment time
    Apr 15, 2:00pm
    Booked in-call
    Outcome
    Booked
    AI classification
    Urgency
    High — Q2 budget
    AI extraction
    Notes
    Wants 3-property quote
    AI summary

    Common questions about contact management

    Your contacts. Your calls. One dashboard.

    See how agencies manage hundreds of clients' contacts without a second tool.