Module

Contacts

Maintain a unified central directory of all business relationships—customers, suppliers, partners, and employees—with complete contact details, relationship history, and activity tracking.

Why teams turn it on

Maintain a unified directory of customers, suppliers, and partners with full history.

Contacts module with unified company and individual profiles

Key capabilities

Centralized contact database for individuals and companies with unlimited storage and customizable fields
Dual contact types: Individual contacts (with citizenship ID, company affiliation) and Company contacts
Multiple address types per contact (billing, delivery, invoice, private, shipping, etc.)
Contact segmentation and tagging for organization and filtering (customers, suppliers, partners, VIPs)
Bank account details storage for supplier payments and vendor management
Multi-view display options (list view, kanban view)
Integration with CRM linking contacts to opportunities and customer interactions
Integration with Sales showing contact purchase history and related orders
Communication history tracking all interactions via email, phone, chat, and meetings
Internal notes and discussion threads for team collaboration on contact details
Contact import, bulk operations, and export functionality
Contact permissions and access control by team or department

Industry applications

B2B companies managing complex supplier and customer networks, sales teams requiring detailed prospect/customer intel, professional services firms managing client relationships, import/export businesses, real estate agencies, recruitment firms, nonprofits managing donor relationships, government agencies.

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