Companies & contacts
Customer data, no longer scattered
Keep each company's tax ID, representative, address and contacts together. Contacts belong to their company, so one page shows the full picture.
Common pain points
More customers, messier lists
- 01
Data lives with individuals
Business cards in a drawer, numbers on a phone, history in LINE — impossible to find when you need it.
- 02
Duplicate and outdated records
The same company entered three times, and no one updated the contact who left.
- 03
No way to tell customers apart
Prospects, partners and suppliers in one sheet make filtering slow.
What you get
One complete page per customer
01 / CONTACTS
The full picture on the company page
Company details, contacts, related deals, activities and tasks — all on one page.
- Tax ID, representative, address
- Contacts linked to companies
- Related deals and timeline
02 / CONTACTS
Colored tags for quick sorting
Tag customers by source, type or priority, then filter lists and boards by tag.
- Custom tag names and colors
- Multiple tags per record
- Filter and bulk-tag
03 / CONTACTS
Find anything instantly
Press Ctrl+K (⌘K on Mac) and type a name, email, phone or tax ID to jump straight to it.
- Search companies, contacts and deals
- Works with tax IDs and phone numbers
- Fully keyboard accessible
How to start
Companies & contacts
- 1
Create a workspace
Sign up with email or Google and enter your company name.
- 2
Add companies
Enter a name and tax ID; fill in the rest later.
- 3
Add contacts
Add people right from the company page; they're linked automatically.
- 4
Tag them
Sort by source or type so even a long list stays clear.
Try it yourself
Create a free workspace — trying it is the best way to see. Prefer a walkthrough? Book a live demo.