Current RMS

What is People & Organizations?

An organization is someone you bill; a contact is a business contact.

Choose what information you see in People & Organizations.

A CRM designed for rental. Store all business contact information, as well as managing your customer and colleague interactions.

Start creating organizations to store contact details and starting adding opportunities and invoices with them.

Link organizations in Current to Xero, QBO or Sage contacts in order to post invoices for that customer.

Keep your People & Organizations tidy by merging duplicate organizations.

Start creating contacts to store information about your business contacts and make people bookable resources.

Tell the system which services your contacts, users, or venues are available for to make them bookable for those services on opportunities.

Subscribe to service bookings or activities in your own calendar.

Show who works at an organization or venue or who you deal with there by linking contacts.

Build a database of venues that you deliver to frequently to save time when putting together opportunities.

See colleague contact information as well as any activity in Current RMS by checking out their user account page.

Use electronic business cards to make it quicker to share contact details.

Easily send your contacts, organizations, and venues to lists in MailChimp

Get contacts, organization, and venue data out of Current for import into another solution.

Document the lawful basis for processing personal data on your customers, vendors, staff, or contacts for GDPR compliance.