Contact Management in Stax.AI

Today, contacts are trapped in silos.

They sit inside “Companies,” “Plans,” or “Deals,” forcing admins to juggle spreadsheets, Mailchimp lists, and Outlook groups just to send a single follow-up. Data fragments, compliance flags pile up, and engagement slips through the cracks.

We’re fixing that.

What’s Coming

We’re launching People—a CRM-grade contact module purpose-built for TPAs.

That means:

• One master record per person — manage every contact centrally, even if they’re unattached to a firm or plan

• Bulk email with brains — templates, scheduled sends, and merge tags—no more Mailchimp workarounds

• Full interaction timeline — see every send, open, reply, sentiment score, and task linked to that contact

• Role-based permissions — flag a user as Primary Contact, Accountant, or Plan Participant and auto-tailor their portal experience

• Automation toggles — auto-link email threads, trigger portal invites, or pause access with one switch