Contacts & Companies

Know your clients. Build lasting relationships.

Your contacts and companies in one place. See their full event history, add notes, and never ask 'have we worked with them before?' again.

Company and contact list in event CRMCRM overview with companies and linked contacts

Contact Database

Names, emails, phones—linked to companies and events.

Company Profiles

Auto-enriched with logo, industry, and size from domain.

Auto-Enrichment

Enter a domain, get company data automatically.

Activity Timeline

Full audit trail of who changed what, when.

Saved Views

Save custom filters and sort orders for instant access.

Import & Export

Bring your existing contacts in CSV, or export anytime.

Clients

Everyone you work with, in one place

No more searching through emails. See every contact's company, event history, and notes at a glance.

Complete profiles

Name, email, phone, company link—all the basics, always accessible.

Event history

Every event they've organized, with dates and status.

Activity timeline

Full audit trail—who changed what, when.

Contact profile with full event history
Company detail with automatic domain enrichment
Companies

Company profiles that build themselves

Enter a domain. Get logo, industry, size—automatically. See all contacts, events, and revenue from that company.

Auto-enrichment

Logo, industry, company size—fetched from the domain automatically.

Linked contacts

See everyone from that company in one view.

Revenue tracking

Total events and revenue at a glance.

What changes when you know your clients

Real conversations you'll have when you have their full history.

A regular calls back

Before you even say hello, you see their complete history: past events, preferred venues, usual guest count, and average budget. No more awkward 'remind me who you are?' moments. Start the conversation where it matters.

Spot critical client notes

Severe allergies, wheelchair access requirements, VIP preferences, past complaints — every note your team has ever added is visible the moment you open a contact. No surprises on event day, no forgotten details.

Recognize agency partners

See exactly how many events each agency has brought you this year. Their negotiated rates, preferred vendors, and booking patterns are all tracked. Reward loyal partners, identify your best referral sources.

Client returns after years

Even if it has been 3 years, their full history is intact: past menus, vendors they loved, special requests, pricing. Pick up exactly where you left off. Make them feel remembered, not like a new lead.

Stop losing client history in emails

One place for contacts and companies. Accessible to your whole team, always up to date.