01
Companies and people
One record per organisation, with everyone you deal with there and how to reach them.
Platform/Contacts
The people and companies behind the work.
Companies, the people at them, and the work you have in flight together, kept next to the documents rather than in a separate address book.
14 days · 5 seats · every module · no credit card
Contacts
Northline Group
Client · 12 people
TM
Thandi Mokoena
Operations lead
Cape Advisory
Consulting partner
SN
Sipho Naidoo
Reviewer
DistributionContract pack issue · 6 recipients
The problem
Client details live in one person's phone, the deal history lives in a spreadsheet, and the documents live somewhere else. When that person leaves, so does the relationship.
What you get
What Contacts gives you. Every client relationship, kept by the business instead of one person.
02
Connected to the work
See the projects, documents and correspondence tied to a company without leaving its record.
03
Pipelines that fit
Track work you are chasing through the stages your business actually uses.
04
History that stays
The relationship belongs to the business, not to whoever happened to own the inbox.
05
Your own fields
Capture what matters to you about a company or a person, rather than what a generic form expects.
06
Shared, with permissions
Everyone who should see a contact can, and everyone who should not, cannot.
How it works
Three steps, start to finish.
Step 01
Bring the contacts in
Companies and people, with the details your team actually needs to hand.
Step 02
Link them to the work
Projects, documents and correspondence connect back to the company they involve.
Step 03
Track what is coming
Move opportunities through your own stages and see what is live at a glance.
Keep exploring
More of the platform.
Project delivery
Projects, milestones, statuses and the people on them, with the documents filed against the work rather than beside it.
ExploreBuilt-in mail
Send from inside the project or matter, and the reply comes back to the same place, attached to the work instead of buried in one person's inbox.
ExploreBids and proposals
Build the pack, track the deadline, review what came back and award it, with every version and every decision recorded as you go.
ExploreGet started
See Contacts on your own files.
Fourteen days free, five seats, every module. Bring real documents, not a demo dataset.
