Invoicing
Start a new invoice with the Contact selected and use its saved billing details.
Contacts
Manage contacts, interaction history and follow-ups.
Keep several contact methods, dated activity and customer billing details on each Contact. Follow-ups create linked To-dos, and the record shows related invoices and your meetings with that person.
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Search contact details and activity notes
Search names, companies, About text, tags and activity notes. Recently contacted orders Contacts by Last contacted; Follow-ups lists open follow-ups by date. Pin an activity note to keep details such as a preferred contact method near the top of the record.
Details you can keep on a Contact
- Names and company
- Keep a display name alongside prefix, first, middle and last names, suffix and company.
- Contact methods
- Store multiple labelled email addresses, phone numbers and postal addresses, with a primary value for each kind.
- Tags and About
- Add your own tags and a short description. A Customer tag opens the billing defaults used by invoices.
- Activity
- Record dated notes, calls, emails, meetings or messages. Activity also includes invoice changes and your booked meetings when the attendee email matches a contact email.
Invoices, time entries and follow-up To-dos
Time Tracking
A Contact can supply a default hourly rate for new time entries. Start a timer from the Contact to keep the work linked to that person; team admins manage rates.
Before you add a Contact
Can Contacts belong to Personal and teams?
Yes. A Contact belongs to the selected Personal or team context.
Can a Contact be deleted after an invoice exists?
No. Contacts with invoices stay so the invoice history keeps its customer relationship.
Does a plain note change Last contacted?
No. Call, Email, Meeting and Message entries set Last contacted. A plain Note does not.
Can I add many Contacts at once?
Yes. Paste a JSON document to create up to 200 Contacts at once with their email addresses, phone numbers, addresses and tags.
How many Contacts can I save?
Free allows 100 Contacts in a context. Pro does not cap the number.
Add Contacts in Personal or a team.
Create a Contact with a name, then add its details and activity.