Contact management software for small businessesContacts · your address book
Everyone you work with, in one address book.
Customers, suppliers, and partners, each written down once.Customers, suppliers, and partners, each entered once.People and companies live once, in Contacts. Every app uses the same details and adds what it knows: deals, invoices, visits, and tasks. CRM, Accounting, Calendar, and the rest use those same details and add what they know, so a change in one place shows up everywhere. Every app links to that record and adds its own layer (deals, invoices, visits, and tasks), so there are no duplicates to merge and no copies drifting apart.
Included with Vision, along with every other app.$99 a month.
Demo: one record for everyone you work with. Ada Okafor’s contact card sits in the middle, and each app adds its own layer to the same person: CRM its deal, Accounting a paid invoice, Calendar Thursday’s visit, and To-Do a task. Typed once, used by every app.
01What you get
One address book the whole team can trust.
When each tool keeps its own list, the same customer ends up spelled three ways with two phone numbers. In Vision, there’s one address book, and every app uses it.Separate apps keep separate contact lists that drift apart. Here every app reads one address book, so there’s nothing to keep in step.Per-app contact lists drift and duplicate. Here there’s one contact record, and every app links to it.
- People and companies, linked to each other
- Phone, email, sites, and notes in one place
- Duplicates found and merged
- CRM adds deals and history
- Accounting adds invoices and payments
- Calendar adds visits
- Everyone sees the same, current details
- You decide who sees what
- Private contacts stay private
- Import from a spreadsheet, with a preview
- Website forms add new people
02See it in action
Change a phone number once. It’s right everywhere.
Priya books the visits at Tallisbrook, a made-up heating company. She updates a customer’s phone number. The deal, the invoice, and Thursday’s visit all show the new one.Priya books the visits at Tallisbrook, a made-up heating company. She changes a customer’s number in one place, and the deal, the invoice, and Thursday’s visit already have it.Priya schedules visits at Tallisbrook, a made-up contractor. She edits one phone number; the deal, invoice, and Thursday’s visit read it from the same record.
Demo: the Corliss Building contact in Contacts, with its people. Priya changes the phone number once, from (617) 555-0142 to (617) 555-0198, and taps Save. The CRM deal, the Accounting invoice for $18,460 and Thursday’s visit in Calendar each show the new number, one after another. Her part: type it once.
Your part: type it once.
03On its own, or with the rest
Start with Contacts. Every other app builds on it.
On its own
Everything your address book needs, built in.
People, companies, and history. It’s all there from day one. Use only what you need.A full address book, with nothing to connect first. Use only what you need.People, companies, and history, standalone, from day one.
With the other apps
The details every app shares.
CRM, Accounting, Calendar, To-Do, Projects, Mail, and Scheduler all open the same contact. Each adds what it knows, and nothing is copied.Every other app opens the same contact and adds its part, so there’s nothing to import twice or keep in step.Every app links to the one contact record and adds its own layer. Nothing is copied.
04Questions
Your Contacts questions, answered.
Can I bring my contacts from a spreadsheet?
Yes. Import a CSV, check the preview, and save.
What happens to duplicates?
Vision finds people and companies that look the same and lets you merge them, keeping every note and link.
Does Contacts cost extra?
No. It’s included with Vision, along with every other app. $99 a month.
Included with Vision, along with every other app.
$99a month.
Founding price for the first 100 businesses.