Knowyourcontacts.
Notjusttheirnames.
Contact and organisation management built into your operations platform. Every interaction, relationship, and document in one place. No separate CRM to sync. No duplicate data entry.
Contact Management
Everything about everyone.
In one place.
Not a bolted-on address book. A proper CRM that's part of your operational platform.
Contact Management
Store every contact with full detail. Phone, email, address, custom fields. Link contacts to organisations, cases, and each other.
Organisation Records
Companies, departments, branches. Hierarchical structures that mirror how your clients actually organise themselves.
Relationship Mapping
Who reports to whom. Which contact is the decision-maker. Parent companies, subsidiaries, referral sources. All connected.
Communication History
Every email, call, meeting in one timeline. Never ask 'when did we last speak?' again. Full context, always available.
Activity Timeline
See everything that's happened with a contact. Cases opened, documents sent, notes added. One chronological view.
Custom Categories
Tag contacts your way. Client type, industry, region, status. Filter and segment for campaigns or reporting.
Complete Picture
One profile. Full context.
Every contact profile shows the complete picture. Recent activity, linked cases, communication history, documents, and relationships. No clicking through five screens to understand a contact.
- Activity timeline with all interactions
- Linked cases and their current status
- Organisation hierarchy and colleagues
- Documents and correspondence
- Custom fields specific to your business
Find & Filter
Search that actually works.
Find anyone in seconds. Filter by anything. Save searches for later.
Global Search
Find anyone instantly. Search by name, email, phone, or any custom field. Results in milliseconds.
Advanced Filtering
Build complex queries. Filter by tags, dates, linked records, or any combination. Save filters for reuse.
Follow-Up Reminders
Set reminders on any contact. Get notified when it's time to reach out. Nothing slips through.
Document Links
Attach contracts, proposals, correspondence. Everything related to a contact, accessible from their profile.
Flexible Fields
Your data, your structure.
Add the fields you need. Text, numbers, dates, dropdowns, linked records. Make contacts work for your business, not the other way around.
Text & Numbers
Name, phone, company ID
Email & Phone
With click-to-call and mailto
Address
UK postcode lookup included
Dropdown & Tags
Single or multi-select
Date & DateTime
Birthdays, contract dates
Linked Records
Connect to cases, organisations
Calculated
Age from DOB, days since contact
File Attachments
Photos, documents, signatures
Industry Applications
CRM that fits your sector.
Professional Services
Track clients from first enquiry through engagement. Link matters, documents, and billing to each relationship.
Insurance
Policyholders, claimants, third parties. Know who's who in every claim with full relationship mapping.
Property & Surveying
Landlords, tenants, contractors, agents. Everyone involved in a property, linked and searchable.
Healthcare
Patients, referrers, GPs, specialists. Relationship tracking that respects clinical hierarchies.
Stop switching between systems.
CRM that's part of your operations platform. Contacts, cases, documents, and workflows in one system. See how it works for your business.