← All features Sales & CRM · Contacts

Know who you’re talking to

Behind every customer are real people. CRMit keeps contact people organised, linked to the right businesses and connected to every call and email — so you always reach the right person.

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● People, not just companies

Every contact, in context

Store the decision-makers, accounts contacts and day-to-day people behind each customer, with the roles and relationships that matter.

✓ Full contact profiles with multiple phones & emails
✓ Link one person to many customers & vice-versa
✓ Define roles & relationships (primary, finance, ops…)
✓ See their entire history at a glance

What’s inside

Contacts that do more than sit in a list

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Linked relationships

Connect people to the businesses they work for and the roles they play.

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Calls & emails attached

Inbound calls and emails are matched to the right contact automatically.

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Conversation history

Every message, job and quote tied to a person — never lose the thread.

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Fast search

Find a contact by name, number or email in an instant.

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One-click reach

Call, text, email or WhatsApp straight from the contact card.

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GDPR-friendly

Consent & opt-in tracking so your outreach stays compliant.

● Always connected

Reach people however they prefer

Contacts plug straight into your shared inbox, so a text, an email and a missed call all live on the same timeline.

✓ Inbound calls & emails auto-linked to the contact
✓ Reply by email, SMS or WhatsApp in one place
✓ Hand over to a colleague with full context

Better together

Works seamlessly with

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Customers →

Attach contacts to the businesses they belong to.

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Shared inbox →

Every conversation tied to the right person.

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Leads →

Turn a contact into a tracked opportunity.

Keep every relationship warm

Book a demo to see how CRMit links people, businesses and conversations together.

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