Contacts
Customers, suppliers and employees
The company address book: customers, suppliers, contractors and your own staff. Several phones and emails per card, labels, favorites, archive, search across everything at once.
Contacts: what it does and how it works
The company address book: customers, suppliers, contractors and your own staff. Several phones and emails per card, labels, favorites, archive, search across everything at once. A person card and an organization card are different things with different fields. Employees are added with one button.
How to use it, step by step
- 1
Click “New contact” and choose “Person” or “Organization”
- 2
Fill in phones, email, company details and labels
- 3
Link people to their organization
- 4
Open the card to call, write or see the debt and invoices
- 5
Move what you don't need to the archive
What you can do
- People and organizations in one book, with people linked to their organization
- Phones, email, address, website, birthday, note
- Organization details: BIN/IIN, bank, IIK, BIK
- A person's documents: IIN, passport, SNILS, INN and others — by country
- Labels, favorites and archive; you can delete only from the archive
- Duplicate check by name, phone, email and BIN
- Search by name, phone, email and document number
- Employees are added to the book with one button
- Counterparty profile: debt, overdue amounts, invoices, payments, deals, history
- Quick actions: email, call, message, WhatsApp
- CRM cards and the book stay in sync
What it looks like
Real app windows with a fictional company as an example. Click a screenshot to enlarge it.
Works together with
- Invoices and Payments: debt and overdue amounts in the counterparty profile
- CRM: the customer's deals; cards sync with the book
- Suppliers and Procurement: the supplier on top of the record and its requests
- Messenger, WhatsApp and email: write from the card
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Learn more about the appTry Contacts in your company
Connect your company — the app is enabled in the app store in a minute. If a feature is missing, the CODE44 team can build it for you free of charge.