Help/Contacts and CRM
Contacts and CRM
One address book for everyone your business deals with: customers, suppliers and members. Each person has one page with their details, their invoices, their appointments and your notes. The pipeline board shows where each customer is, from first enquiry to regular.
Screenshots use a fictional business and figures. Select an image to view it full size.
What you can do
Your contact list
Add people, search them, sort customers from suppliers, and export the list.
A contact’s page
Their details, invoices, appointments and money, your notes, and a message you write once and send by email or WhatsApp.
Pipeline and follow-ups
Move customers across your stages, and never miss a follow-up or a birthday.
Import and merge
Bring in a spreadsheet of contacts, and join two records for the same person.
How it fits together
People arrive on their own. A scanned receipt files the shop as a supplier. A booking, a shop pre-order or a new invoice files the customer. You can also add someone by hand or import a list.
Each person has one page. Their page gathers everything the other modules know about them.
You work your customers on the board. Drag them from stage to stage and log each call or meeting.
You tidy up. When the same person shows up twice, merge the two records into one.
CRM is on every plan, the Free plan included. Contacts are unlimited, and the pipeline board, stages, the interaction log, follow-ups, birthdays and importing a CSV are all there. See the Free plan and Pro 365.