Sales, CRM & Commerce · Documentation
Contacts
Companies, people, customers, vendors and prospects as one party model — with departments, roles, brand families, and a merge tool that re-points history instead of losing it.
Overview
One directory of companies and people. Companies, people, customers, vendors and prospects as one party model — with departments, roles, brand families, and a merge tool that re-points history instead of losing it.
Who it's for. Anyone who has fought duplicate customers across three systems.
Capability reference
14 capabilities ship in this module. Each is a live surface in the app.
- All Contacts
- Companies
- People
- Customers
- Vendors
- Prospects
- Parties (Beta)
- Departments
- Roles
- Phone Types
- Address Types
- Merge Dupes
- Brand Families
- Settings
How it connects
Contacts shares the platform's single database — the same customers, items, orders, and audit trail as the rest. Related modules: Sales · CRM · E-Commerce · Marketing.