CRM

The CRM module is the central place to manage all your contacts: clients, suppliers, prospects, workshops, and anyone your company interacts with. Contacts can be people or companies.

Create a contact

Navigate to CRM ‣ Contacts and click Add contact. Fill in the contact details:

  • Contact type: Person or Company

  • Name: Full name (required)

  • Email / Phone: At least one is required

  • Address: Billing and shipping addresses

  • Tags: Categorize contacts with tags

  • Status: Track the contact’s stage in your pipeline

  • Assigned to: Assign one or more team members

Contacts can also be marked as a supplier or workshop using the toggles on the detail page.

Contact detail page

The contact detail page provides a complete overview with tabs for:

  • Details: Contact information, status, tags, addresses, and attributes

  • Sales / Quotes / Repairs: Related orders

  • Invoices: Outgoing and incoming invoices

  • Transactions: Payment history

  • Tasks / Events: Linked tasks and calendar events

  • Emails: Email conversation history

  • Files: Attached documents

  • Products: Supplier products (for supplier contacts)

A timeline on the detail page shows a chronological history of all interactions: emails, orders, invoices, notes, status changes, and more.

Attributes

Attributes are custom fields you add to a contact when the data you want to store does not fit any of the built-in fields. Whenever the question is “where do I put X on a contact?” and X is not name, email, phone, address, tags, or status — the answer is almost always an attribute.

Typical examples on a contact:

  • ID card number, passport number, driver’s license number

  • Customer reference from another system (loyalty number, external CRM id, etc.)

  • Preferences like ring size, favourite metal, allergies, communication preferences

Sensitive data such as ID card numbers should be stored in a Text attribute, and a scan or photo of the document itself can be uploaded in the ID card images card on the same page.

The Attributes card lives in the Details tab of the contact. See Attributes for the full reference (types, options, filtering, managing definitions).

Kanban view

Switch between list and kanban view using the view toggle. The kanban board organizes contacts into columns by status, and supports drag-and-drop to update a contact’s status.

Each kanban card shows the contact name, tags, assigned users, star rating, and internal notes.

Star rating

Rate contacts with up to 3 stars to prioritize important contacts. Click the stars on the list view, kanban card, or detail page to set the rating.

Merge contacts

To merge duplicate contacts:

  1. Go to the contacts list

  2. Click Merge contacts

  3. Select the contact to be merged (will be deleted)

  4. Select the target contact (will keep all data)

  5. Confirm the merge

All related data (orders, invoices, emails, transactions, etc.) is transferred to the target contact.

Relationships

Link contacts to each other with relationship types (e.g., “Partner”, “Referral”). Navigate to the Relationships section on a contact’s detail page to add or view relationships.

Integrations

  • Mailchimp: Sync contacts to your Mailchimp audience for email marketing.

  • PEPPOL: View PEPPOL registration status for electronic invoicing.

Filtering

Filter the contacts list by:

  • Name, email, or phone (search)

  • Contact type (person or company)

  • Status

  • Star rating

  • Tags

  • Country

  • Language

  • Supplier / Workshop

  • Creation date range