Contact history and client profiles
Contact profiles keep every past and upcoming meeting with each client in one place.
- Free forever
- No credit card needed
- Works withHubSpot
Why contact profiles matter.
Past meetings and cancellations are scattered across inboxes, so you end up asking clients the same questions again.
Caletus keeps a profile for everyone who books you, with a timeline of their meetings, who hosted each one, and any reschedules or cancellations with the reason.
How contact profiles work.
- 1
Contacts add themselves
Everyone who books a meeting is added to your contacts, matched by email. - 2
See the full history
Look back over past calls, who they met and what changed, in date order. - 3
Open the meeting notes
For finished meetings, jump to the recording, transcript and AI summary if the call had them.
Before you start
- Nothing extra to view contacts. Adding and editing contacts needs Professional, and private notes and tags need Enterprise.
What you can do with contact profiles.
Added automatically
Everyone who books a meeting is added to your contacts, matched by email.Meeting timeline
Past and upcoming meetings, the host of each, and any reschedules or cancellations.Links to meeting notes
Jump from a finished meeting to its recording and AI summary.Notes and tags
Add private notes and up to 20 tags per contact on Enterprise.
Which plans include contact profiles?
| On each plan | Starts hereFree$0Free forever | Professional$6Per user / month, yearly | Enterprise$12Per user / month, yearly |
|---|---|---|---|
| Contact profiles and history | Yes | Yes | Yes |
| Add and edit contacts | No | Yes | Yes |
| Notes and tags | No | No | Yes |
| Start free | Start free trial | Talk to sales |
- Free$0Free foreverStarts here
- Contact profiles and history
- Yes
- Add and edit contacts
- No
- Notes and tags
- No
- Professional$6Per user / month, yearly
- Contact profiles and history
- Yes
- Add and edit contacts
- Yes
- Notes and tags
- No
- Enterprise$12Per user / month, yearly
- Contact profiles and history
- Yes
- Add and edit contacts
- Yes
- Notes and tags
- Yes
Who uses contact profiles.
Tools and features that pair with contact profiles.
Features that pair with contact profiles
- Team roles and admin controlsFrom EnterpriseTeam admin controls put everyone in one Caletus workspace, with roles, shared event templates and one bill.
- Scheduling analytics and reportsFrom ProfessionalScheduling analytics show how many meetings get booked, completed, canceled and rescheduled, and when people book most.
Questions about contact profiles.
What people ask before they set up contact profiles: how it works, which plan it needs and its limits.
Talk it through with our teamYes. Caletus creates a contact profile for everyone who books, with a timeline of their past and upcoming meetings, the host of each one, and any reschedules or cancellations with the reason. Finished meetings link to their recording and AI summary when the call had them.
Yes, on Professional and Enterprise. When someone books, Caletus creates or updates them as a contact in HubSpot and logs the meeting. Reschedules and cancellations update that meeting too. The sync goes one way, from Caletus to HubSpot.
Yes, on the Enterprise plan. Add private notes and up to 20 tags to any contact, and search your contact list by tag. On Professional you can add, edit and delete contacts, and every plan can view contact profiles and their meeting history.
Try contact profiles free.
Contact profiles are on every Caletus plan, including Free. Connect a calendar and set it up in a few minutes, no credit card needed.
- No credit card required
- Two-way calendar sync
- Set up in under 2 minutes