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Customers & contacts

Everything you know about your customers, in one place.

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crm.contacts

What you gain

Customer information is often scattered: an address book here, emails there, invoices somewhere else. The Customers & contacts module brings it all together in a single, living record. Everyone on the team instantly knows who they're talking to, what has been said and what still needs doing.

  1. 01 A 360° view Contact details, conversations, quotes, orders, invoices and documents on one record.
  2. 02 Reliable data Duplicates detected, company details verified, full history kept.
  3. 03 Shared follow-up Any colleague can pick up a customer without losing information.
  4. 04 Sales oversight Revenue, balance and activity visible at a glance.

Features

Customers & contacts

01
A 360° customer record

The whole relationship, on a single page.

In practice, the record brings together contact details, contacts, addresses, quotes, orders, invoices, documents and a timeline of every interaction. Key indicators (lifetime revenue, open balance, last invoice) are calculated automatically.

What it enables

  • Timeline of emails, calls, appointments and notes
  • Lifetime revenue and customer balance
  • Quick actions: create a quote, view orders, view invoices
  • Documents filed per customer
02
Companies and private customers

Every type of customer, handled the right way.

A record can represent a company with its various contacts, or a private individual. The fields adapt: company and VAT numbers on one side, personal details on the other. Billing, delivery and site addresses are managed separately.

What it enables

  • Several contacts per company, with role and preferred channel
  • Multiple labelled addresses (head office, site, depot…)
  • Several emails and phone numbers per contact
  • A main contact defined for each customer
03
Clean, verified data

Fewer errors, more confidence.

Duplicates are spotted as data is entered and can be merged in one click, with the history kept. A company number is all it takes to complete the record from official registers, and the VAT number can be checked automatically.

What it enables

  • Duplicate detection and merging
  • Auto-fill from company registers
  • EU VAT number checks
  • Alternative IDs to find a former customer
04
Dedicated sales reps and teams

Everyone has their customers, all in the same team.

Each customer has a dedicated sales rep, and several reps can share the same account. Visibility rules define who sees what: personal portfolio, team, or the whole company. History stays shared or partitioned, as you need.

What it enables

  • Dedicated rep and customer origin
  • Several reps on the same account
  • Visibility by role or by portfolio
  • Reassign a portfolio in a few clicks
05
Search and segments

Find the right customer in a second.

Instant search covers names, contacts, numbers, addresses and references. Saved filters and segments let you find, for example, every customer inactive for six months in a given region, then export them or launch a campaign.

What it enables

  • Typo-tolerant full-text search
  • Filters by status, activity, area, sales rep, revenue
  • Saved, shared segments
  • Excel / CSV export

Example Find a customer from just a phone number during a call.

06
Bringing in your existing data

Start with a tool that's already populated.

We import your customers, contacts and history from your files or your old software. The data is cleaned, de-duplicated and linked together before go-live.

What it enables

  • Import from Excel, CSV or a previous CRM
  • Assisted clean-up and de-duplication
  • Former IDs preserved
  • Additional imports at any time

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Do you work with private customers, companies, architects, building sites or franchisees? The customer record uses your categories, your fields and your rules. Several delivery addresses, several contacts, one dedicated sales rep or a whole team: we structure the record the way your business thinks.

Integrations available

Compatible with the tools you already use.

Email & calendar
  • Microsoft 365
  • Outlook / Exchange
  • Gmail
  • Google Contacts
Company registers
  • CBE / KBO
  • French company directory
  • VIES
Import & migration
  • HubSpot
  • Salesforce
  • Pipedrive
  • Excel / CSV
  • WordPress / WooCommerce
Telephony
  • 3CX
  • Ringover
  • Aircall

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.leadsProspecting & lead captureEvery request captured, qualified and followed up without delay. crm.pipelinePipeline & opportunitiesEvery deal in its place, every stage under control. crm.quotesQuotes & sales proposalsPolished proposals, sent in minutes.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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