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CRM: Contacts and Companies

Last updated Oct 25, 2026

Contacts

People the business works with. Add Contact takes name, email, phone and mobile, company, job title and department, address, lead source, tags, notes and custom fields.

  • Opening a contact shows its details, related deals and tasks, and an activity timeline where notes can be added.
  • Creating a contact with an email or phone that already exists shows a duplicate warning.
  • Select several contacts to delete them in bulk.

Companies

Organizations the business works with: name, industry, website, email, phone, address, annual revenue, employee count, tags, notes and custom fields. Opening a company shows its contacts, deals, tasks and history.

Tags

Color-coded tags work across every record type, with suggestions as you type.

Contacts From Other Apps

When the client also has Invoicing, Appointment Booking, AI Receptionist, Document Signer or Business Phone, those customers are added to the CRM automatically. See CRM: Works With Your Other Apps.