Solutions we build

Contact Management App

Every customer, supplier and contact in one place. Full history against every record, clean segmented lists, and links to the quotes, jobs and invoices that matter.

Contacts in 4 spreadsheetsout of dateContact ManagementDuplicates merged · 38History on every recordCold contacts flaggedOne clean list, kept clean

What you get

The proven base covers the essentials below. Then we tailor it: your fields, your workflow, your branding.

Central contact database with custom fields
Full history of calls, emails and notes on every record
Tag and segment contacts for targeted lists
Link contacts to quotes, jobs and invoices
Import from spreadsheets with automatic deduplication
Role-based access for your team
Sync with your email and calendar

Agents built in

Agents merge duplicates, flag the contacts going quiet before they go cold, and build win-back lists from the customers who already left.

Built and shipped before

Not a concept. This is the contact management base in production.

Contact Management app screenshot

Make it yours

Tell us how your business runs and we'll tailor contact management around it. Free consultation, plain answers, a clear quote.

Book a free consultation