Customers
Everyone you deal with, in one place
People and companies, with every task, deal, file and conversation linked to them.
1 of 3 are customers
| Name | Company | Lifecycle |
|---|---|---|
MMaya Shah | Northwind | |
TTom Becker | Acme Studio | |
LLena Ortiz | Globex |
Sample contacts. Change a lifecycle to see the count follow.
Try it
People and companies, side by side
Sample contacts with their company and where they are in their lifecycle.
- People and companies together
- Every task, deal, file and conversation linked to them
- Import from a CSV, and keep in step with Google Contacts
In practice
What Customers gives you
The whole picture
Open a contact and see everything you've done together.
Works with Google Contacts
Keep your contacts in step with Google Contacts.
See how contacts are moving
Reports cover contacts over any period you choose.
How it works
Customers in three steps
Add or import
Enter people and companies, or import them from a CSV.
Link the work
Tasks, deals, files and conversations attach to the contact.
See the whole picture
Open a contact and everything you've done together is there.
Goes well with
FAQ
Questions about Customers
Get started
Give your big goal somewhere to live
Start a 28-day free trial and have your organisation set up in about 10 minutes.