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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.

Matthew James Finkel avatar
By Matthew1 author16 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
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