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
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.

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:

Go to the contacts list
Click Merge contacts
Select the contact to be merged (will be deleted)
Select the target contact (will keep all data)
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