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Features Contacts and CRM

Know every client, without data entry.

Contacts and companies build themselves from your mail, and each one has a timeline of every thread, task, meeting and note.

A Multies contact with company details and an activity timeline.A Multies contact with company details and an activity timeline.

What you can do

  • Contacts that build themselves

    Everyone you email becomes a contact with their company. Import the rest from any address book.

  • One timeline per client

    Every thread, task, meeting and note in one stream, with private notes and filters.

  • A deal pipeline

    Track deals on a board in Australian dollars, from first email to won.

  • Maps and visits

    Addresses with suggestions, a map and directions, and a route for a day of visits.

  • Client portals

    Share a private page with each client for their tasks, files and messages.

Where to find it: Contacts in the left menu. Included in every workspace, the free plan too.

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