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People & Organizations
People & Organizations
A CRM designed for rental. Store all business contact information, as well as managing your customer and colleague interactions.
By Matthew
1 author
16 articles
What is People & Organizations?
What’s the difference between a contact, organization, and a venue?
Filter the information in People & Organizations
Organizations
Create an organization
Link an organization to a Xero, QuickBooks Online or Sage customer
Merge duplicate organizations
Contacts
Create a contact
Make a contact, user, or venue a bookable resource
Get an iCal feed for activities or service bookings
Link a contact to an organization or venue
Venues
Create a venue
Users
View a user account to see actions throughout the system
Other tasks
Download or upload an address card (vCard)
🎞️ Export your People & Organizations to MailChimp
Export your People & Organizations to CSV spreadsheet
Legal basis for processing People & Organizations