What it does
Everyone you work with is in one place. Suppliers, customers, partners — not scattered across spreadsheets, email threads, and someone’s phone. One directory, always current.
When you open a contact, you see everything. Every order they’ve placed, every invoice, every shipment. The full relationship, not just a name and a phone number. You walk into every conversation with context.
Your directory stays clean. Duplicates get found before they cause confusion — before you send two invoices to the same company under slightly different names.
Bringing in your existing contacts doesn’t mean starting over. Import what you have. Validate it on the way in. Keep moving.
How it works
You add a contact — or import hundreds at once. Names, addresses, terms, notes. The basics are there from the start, clean and validated.
From that moment, every interaction your business has with that contact builds their story. An order placed, an invoice sent, a shipment dispatched. You don’t log these manually — they accumulate naturally as your business operates.
When you open a contact, the full picture is waiting. Recent activity, outstanding balances, shipping history. You walk into every phone call, every meeting, every email already knowing the context.
And your directory stays honest. Potential duplicates surface before they cause problems. Contacts that haven’t been active stand out. The list stays useful because it stays clean.
What it doesn’t do
It’s not a CRM. There are no deal pipelines, no lead scoring, no sales funnels. It’s not trying to help you sell — it’s trying to help you remember.
It won’t send emails on your behalf. It’s a directory, not a campaign tool. No drip sequences, no marketing automation. Just the people you work with, organised.
It doesn’t log phone calls or meetings. It tracks business transactions — orders, invoices, shipments. The conversations stay between you.
Connected to
Every order, invoice, and shipment across your business is linked back to the contact it belongs to. When you look at a customer, you see their complete relationship with your business — what they ordered, what they owe, what you shipped. Customer-specific pricing flows into your orders and invoicing automatically.