Everyone you deal with, recorded once.
Most businesses hold the same customer in four places, spelled three ways, with two dead phone numbers. Contact Manager keeps one clean record of the businesses you deal with and the people at them, linked to their records in the systems you already run — and every agent on the platform works from it.
A single, trustworthy answer to "who are they?"
Companies and the people at them, with the relationships between them — kept in one place your whole business can rely on.
Businesses and people, linked
A company record — registration number, VAT number, sector, addresses — and the people who work there, with how they relate to you: customer, supplier, prospect.
A hub for the systems you already run
Each record links, by common ID, to the same company in your accounts package, your CRM, your operational and support systems — however many there are. One place that knows where everything else lives.
The extra data agents need
Alongside the basics sits the context your agents use to do their jobs well — the notes, references and working detail that a standard CRM has no field for.
Because the records are linked, agents can pull context from your other systems at the moment they need it — and data that shouldn't be duplicated stays exactly where it is, in the system that already holds it. Less repetition, less processing risk, one less silo. And it works in both directions: agents that can see every linked system can spot the gaps and inconsistencies between them, and put them right — so the quality of your data improves everywhere it lives, and every system agrees on the same canonical truth.
New data earns its way in. Your CRM stays clean.
The fastest way to ruin a CRM is to pour raw data into it. Contact Manager gives incoming data a holding pen instead — somewhere to be checked, enriched and qualified before it's promoted to a proper record and pushed to the systems that deserve it.
Business cards from an exhibition
Photograph the stack; an agent extracts names, companies, emails and numbers into a holding pen — enriched, then promoted or discarded. Nothing typed, nothing lost, nothing dumped raw into your CRM.
Lead generation results
A prospect search returns dozens of candidates. They wait in the pen — scored and qualified — and only the ones worth pursuing become organisation records.
Promoted when proven
Qualified data becomes the canonical record — and from there it can update the linked systems that should know about it.
The hub your agents work from.
Contact Manager is included with the platform because everything else leans on it. The more products you switch on, the harder these records work.
Marketing Team
New leads arrive as proper contact records — business, people, enriched details — ready for outreach, not stuck in a CSV.
Quotation Builder
Quotes address the right person at the right company first time, with their history behind them.
Meeting Assistant
Conversations tie to the businesses and people they were with, building intelligence that carries across meetings.
Start with clean records. Everything else gets easier.
Contact Manager comes with the platform subscription — so the first thing your agents get is a reliable answer to who they're working for.