Contact Management helps you keep track of every person connected to your vendors—from primary contacts to emergency backups. View email activity, manage guest portal access, add internal notes, and organize contact data with custom fields — so you always know who to reach and why.
Link each contact to their associated vendor records for full relational visibility.
Quickly find contacts by name, company, email or other attributes using powerful search and filtering tools.
Add as many contacts as needed per vendor — no limits, no friction as teams grow.
View a full history of emails sent to each contact for clear communication tracking.
Easily flag key contacts for routine communication or urgent issues.
Check if a contact has registered for the guest portal, and reset their password with a click if needed.
Keep track of relationship context or special instructions with editable notes per contact.
Create up to 10 custom fields—like region, role, or vendor tier—for more personalized contact tracking.
Bring in contacts from CSV files or export your list for offline use, analysis, or integration.
Archive contacts to keep detail pages clean while retaining full access to historical data and activity logs.
Manage stakeholders, designate roles, and track every interaction in a centralized view.
Schedule demo