Contacts & Relationships
You never start from scratch
Every customer has a card in EasyCRM with their complete history – calls, emails, quotes, and notes. Your reps get up to speed in seconds, even when picking up a contact from a colleague.
Unified history
All communication on one card
The contact card brings together every interaction in one place – logged calls, emails from the shared inbox, sent quotes, notes, and linked pipeline deals. Nothing gets lost even when multiple colleagues handle the same customer.
- Chronological feed of every event on the contact
- Calls logged automatically at the end of every VipTEL call
- Email threads and WhatsApp messages assigned to the contact
- Manual notes, tasks, and scheduled follow-ups
Companies & relationships
Contacts and companies, linked together
Assign any contact to a company. The company card then shows every person at that organisation, their deals, and shared communication history. If you work with larger accounts, you see the full relationship with the business – not just one individual.
- Company card with an overview of all contacts and deals
- Deals can be linked to a company and to multiple contacts
- Company fields for website, industry, and internal notes
- One contact can belong to multiple companies or teams
Custom fields & segments
Capture exactly what your business needs
Standard fields – name, email, phone, company – don't cover every business. Add custom fields tailored to your workflow: customer category, lead source, preferred language, or anything else. Then segment contacts with tags and filters for targeted outreach.
- Custom text, number, and date fields on the contact card
- Tags for fast categorisation and filtering
- Segment contacts by any combination of fields and tags
- CSV import with field mapping including custom fields
Why contacts in EasyCRM
Benefits you feel on every call
- Instant context before every call or meeting
- No duplicate records – smart search and merge
- The whole team sees the same history, not just the "owner"
- Custom fields adapted to your industry and process
- Segments and tags for targeted customer outreach
- Deals, quotes, and communication linked in a single view
Works together with
Contacts are the heart of EasyCRM
Sales Pipeline
Pipeline deals are linked directly to contacts – from the contact card you always see where the deal stands.
Learn moreCalling & calls
Click a contact's phone number and call instantly. Every call is automatically logged to their history.
Learn moreUnified inbox
Emails and WhatsApp messages from the shared inbox are automatically assigned to the contact, keeping threads complete.
Learn moreFrequently asked questions
Questions about contacts and relationships
Know your customers completely
Create a free account and keep your entire relationship history clear and in one place.