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Contacts & Clients Starter Plan

Contacts & Clients is your central address book — store every person and organisation you work with, track your history with them, and keep everything in one searchable place.

What's Included​

  • Contact management — create and manage individual contacts with full name, email, phone, job title, address, status, and source tracking
  • Company management — group contacts under company records with industry and size classification
  • Interaction logging — record calls, emails, meetings, notes, and tasks against any contact
  • Custom fields — add your own fields (text, number, date, dropdown, checkbox) to contacts and companies
  • CSV import — bulk-import contacts or companies from a spreadsheet with column mapping
  • Tags & segments — label contacts with colour-coded tags and filter your list by tag instantly
  • Cross-module links — contacts connect automatically to deals, support tickets, quotes, and HR employee records when those modules are active

Contact Statuses​

Every contact carries one of four statuses: active, inactive, lead, or prospect. Use these to segment your pipeline at a glance.

Getting Started​

  1. Managing Contacts — create, search, and update individual contact records
  2. Companies & Organisations — create company records and link contacts to them
  3. Import & Export — bring in an existing contact list via CSV
  4. Tags & Segments — organise contacts with colour-coded labels