Customers & contacts

See where each customer stands, sort customers, suppliers and government offices by type, record terms and deadlines, link with the accounting counterparty list, and import contacts from your card app or spreadsheet.

5 articles

See where a customer stands at a glance (highlights)Real Estate・Small BusinessesThe top of each customer page shows last contact, next event, your main contact, receivables and the last 12 months of billing, so you know who talked to them and whether payments are late the moment you open it.
Import contacts in bulk (Eight, Sansan, Excel)Real Estate・Small BusinessesTurn an Eight or Sansan export, or a customer list kept in Excel, into contacts. People are linked to customers by company name, and you review everything before it is saved.
Sort companies by type (customers, suppliers, government)Real Estate・Small BusinessesKeep sales customers and the suppliers, service providers, banks and government offices your back office works with in one list, and switch between them by type.
Record terms, contacts and deadlinesReal Estate・Small BusinessesRecord the purpose, contact department and closing and payment days for each supplier or government office, and link deadlines such as renewals to the company.
Link with the accounting counterparty listReal Estate・Small BusinessesCustomers, suppliers and lenders in the accounting counterparty list are added to your company list automatically, with the right type.