🚀 Start here

Go to app.mycontactbase.ai and press Start free. Type your name, your email, a password and a name for your workspace (your family name or your business name works well).

A Circle is an address book with a fence around it. Most people start with one, for example “Family” or “Clients”, and add more later.

There are three easy ways:

• Type them in: on the Dashboard, under Add, press Person.
• Take a photo of a business card and let AI read it.
• Bring in a spreadsheet (a CSV file) from Outlook, Google or another program.

Groups are like labels: “Neighbours”, “Suppliers”, “School”. One person can be in as many groups as you like.

On a paid plan, Phone Sync puts your Circles in your phone’s own Contacts app, so you see who is calling. It takes about two minutes to set up.

• The bar at the top: Dashboard, People, Organizations, Groups, Email, Documents and Reports. On a phone it sits at the bottom, with More for the rest.
• The Circle picker, at the top, switches between your Circles.
• Your account menu, your initial at the top right, holds everything else: your Circles, your team, Import, Phone Sync and your account.
• The ? next to each screen’s title opens help for that screen.

The live demo opens the real app with the U.S. Government Circle: every member of Congress, in groups. You can look at everything, and nothing can be changed.