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Contacts & Companies

Every Person and Company, All in One Place

Keep your contacts and the companies they work for together, with the full history of every conversation.

1 recordPer person, per company
1 clickLead to contact
Full historyCalls, activities and deals

A clear picture of every relationship

Stop searching through old emails and spreadsheets. Everything about a person or a company is on one record.

Contact records

Names, phone numbers, emails and notes for everyone you deal with.

Company records

Group people under the organisation they work for.

Convert a lead in one click

Turn a qualified lead into a contact, a company and a deal together.

Activity history

See the calls, tasks and meetings linked to each record.

Linked deals

See which deals belong to which contact or company.

Quick search

Find any contact or company in seconds from the top search bar.

How it works

1

Qualify the lead

Work the lead until they are ready to move forward.

2

Convert

One click creates the contact, the company and a deal.

3

Build the relationship

Log calls, tasks and meetings against the record.

4

Grow the account

Add more contacts and deals under the same company.

Why it matters

Common questions

A lead is someone who has shown interest. A contact is a person you are actively working with, usually after the lead is qualified.

You can create a contact, a company and a deal from the lead in one step.

Yes. A company can have as many contacts as you need.

Yes. Calls and activities are linked to the record they were logged against.

Related features

Keep every relationship in one place

Book a short demo and see contacts and companies working together.