Operations
Contacts
Companies, sites, and people
Foundation module for customer data. Manage companies, their physical sites, and individual contacts. Every other module references contacts for customer context.
What's included
Everything you need from the Contacts module.
Company Management
Track companies with payment terms, industry, and relationship status.
Multi-Site
Each company can have multiple physical sites with addresses and details.
Contact Roles
Track individual contacts with roles and communication preferences.
Communication Prefs
Per-contact channel preferences and opt-in/out management.
Works with
Contacts connects seamlessly with these modules.
See Contacts in action
Book a demo and we'll show you how Contacts fits your team's workflow.