CRM
The CRM section is where you keep the organisations and people you do business with — both sides of the trade. Clients and their contacts sit on the customer side; suppliers and their contacts sit on the vendor side. Sales Activity and Social Messages are the places you record conversations against those records.
How the records fit together
Section titled “How the records fit together”- Clients are the organisations you sell to. Each client has its own billing details, default markup, and default currency.
- Contacts are the individuals at a client — the buyer, the accounts-payable clerk, the project lead.
- Suppliers are the organisations you buy from. Each supplier has its own contacts, supplier invoices, and contracts.
- Supplier Contacts are the individuals at a supplier — your sales rep, account manager, or billing contact.
- Sales Activity is the log of calls, emails, and meetings against a client or contact.
- Social Messages brings direct messages from connected Facebook and Instagram accounts alongside the rest of your CRM.
Opening any client, contact, supplier, or supplier contact gives you a single view of all the records linked to it — invoices, quotes, jobs, activity, and messages — so you never have to piece the relationship together from scratch.