Business Portal Module
Contacts & Directory
A company-wide contact book that goes beyond internal staff — vendors, clients, partners, legal contacts, government offices, and professional contacts all organized in one searchable directory.
Features
- ✓ Company-wide contact book accessible to the whole team
- ✓ Categories: vendor, client, partner, legal, government, professional
- ✓ Tag system for custom grouping and filtering beyond categories
- ✓ Notes per contact — context, history, and relationship details
- ✓ Search and filter by name, category, tag, or company
- ✓ Admin-managed — controlled additions and edits to keep data clean
Interested in this module?
Every module can be customized to match your exact workflow. Let's talk about what you need.
Get in touch →