Customer Contacts
Store every contact person against customer, supplier, and prospect records, with a primary contact flagged on the overview so the go-to person is always visible.
- Contacts on the record, not in inboxes
Names, emails, phones, and positions live directly on each customer or supplier, so anyone on the team can see who to call.
- One primary contact, front and centre
The primary contact's details appear on the customer overview, so the go-to person is visible at a glance without drilling into tabs.
- Update once, everyone sees it
Because contacts live on the record, changing a phone number happens in one place and propagates to every team member instantly.
What it does
Stores contact people against customer, supplier, and prospect records, with fields for name, email, phone, and position. One contact can be marked as the primary contact, which surfaces their details on the record's overview page for quick reference.
What it replaces
Replaces keeping contact details in spreadsheets, sticky notes, or scattered across email signatures. Without this, finding the right person to call at a customer or supplier means asking a colleague or searching through old emails.
Who it's for
Any business that deals with companies rather than individual consumers. Distributors, wholesalers, and manufacturers all need to track multiple contacts per customer: the buyer who places orders, the accounts person who handles payments, and the warehouse contact for delivery coordination. Equally useful on the supplier side for tracking your rep, their accounts team, and logistics contacts.
What problems it solves
- Contact details aren't centralised. Every contact person is stored directly on the customer or supplier record, so the whole team can see who to call without asking around or searching through emails.
- No way to know who the main point of contact is. The primary contact toggle highlights one contact as the go-to person, and their name and email appear on the customer overview page, visible at a glance without opening the Contacts tab.
- Contact information is duplicated or inconsistent. Because contacts live on the record they belong to, there's one source of truth. When a phone number changes, it's updated once and everyone sees it.