C
Contacts
One directory of people and companies
Contacts keeps one shared directory of people and companies that every module uses. Customers, suppliers, patients and partners live in one place, so details are entered once and stay consistent. Duplicate detection and import tools keep the directory clean as it grows.
Demo videos
Walk through the module screen by screen.
Chapters
What it does
Built for Every team that works with customers, suppliers or partners
- List and search
Find any person or company quickly with filters and search.
- Person and company profiles
Link people to companies with roles and keep custom fields, photos and logos.
- Activity timeline
See calls, notes and interactions with each contact in one timeline.
- Duplicates and import
Merge duplicate records and import or export contacts by CSV.
Works well with
See it running on your own data.
Book a demo and we'll set up a workspace with the modules you need.