Welcome to the new Contact Management feature from Spheriq! You can now seamlessly document the entire relationship history between your organization and other partners.
Contact management is available from the Starter tier. Some features are reserved for higher tiers – reminders are available from the Pro tier. If you are on the Free tier, you can still record new entries within the Contact Management tool, but the comprehensive Contact Management overview tab will not be visible to you.
1. Touchpoints
Regardless of where you record a touchpoint, the same clear dialog always opens. The system automatically saves who created or last edited the entry and when.
Enhanced Funding Entries: Document the entire lifecycle of a request – from status (open, accepted, rejected) to relevant dates and attachments such as application documents or rejection letters.
Contact Persons: Store important contact partners. You can manually create contacts with email addresses and phone numbers.
Notes: Capture conversation content or insights. These can be linked directly to a contact person if required.
Manual Rating (Fit & Hope): You can now manually override the AI-calculated Fit & Hope values to include your own intuition or internal assessments.
Reminder: Set yourself a reminder for a contact – with a date and a comment. On the due date, Spheriq automatically sends an email to you or your team. Available from the Pro tier.
Important on Data Privacy: Public funding remains visible to both sides. However, private entries (such as notes, contacts, rejections, or internal ratings) can only be viewed by members of your own organization.
2. Where to find the Contact History
We have integrated contact management where it best supports your workflow:
Profile Pages: In the new Service Panel in the sidebar, you can see the entire timeline as well as the avatars of the colleagues involved.
Contact Management Tab: Here you will find all touchpoints you have recorded with the respective organization.
Own Organization (Profile): Under the Contact Management tab, you can find all touchpoints of your own organization.
Lists: In the table view, the Contact History column shows the current status (e.g., "Accepted", "Rejected", or "Mixed") at a glance.
3. Quick Entry (Launcher)
To save you time searching, there are several ways to create a new entry:
On Profiles: Use the Service Panel on external profiles to log interactions immediately during research.
Via the Stars: A click on the Fit or Hope stars immediately opens the window for a manual rating including a note field.
In the Table: Click directly on "New Entry" in the "Contact History" column.
4. Reminders: setting reminders"
With reminders, you'll never miss a follow-up again. You add a reminder just like any other contact point, directly on an organization.
A reminder consists of three details:
Reminder date: When you want to be reminded.
Comment: What it's about (e.g. "Send thank-you note after approval" or "Prepare follow-up request for 2027").
Recipient: Only me or the entire Team.
On the chosen date, Spheriq automatically sends an email: with Only me to you, with Team to the current members of your organization. The reminder is private and not visible to other organizations. If you delete it before the due date, no email is sent.
Availability: Reminders are available from the Pro tier. On the Free and Starter tiers they are disabled.