Contacts & CRM

Contacts & CRM

Contacts & CRM is your single, shared address book and relationship tracker. Instead of details scattered across inboxes and spreadsheets, everyone works from the same up-to-date records.

Centralised profiles

Store rich profiles for both businesses and individuals. Each record keeps contact details, notes and history together, so anyone on your team can pick up a conversation without starting from scratch.

From lead to customer

Track potential customers as leads and convert them when they are ready to do business with you. This gives you a clear view of your pipeline and helps make sure promising enquiries do not slip through the cracks.

Communication logs

Every interaction can be captured in a communication log against the contact. Calls, emails and notes build into a timeline, so you always have the full context of your relationship in one place.

Connected to the rest of OPS360

Your contacts link naturally to other parts of the platform as you enable more modules. To learn how to control who can view and edit contact records, see Users, teams & roles.