Contacts represent people; Companies represent organisations.
Linking them gives a complete view of relationships, history, and work.
Go to Customers → Contacts to add your first contact.
You can create a company from the contact form or add a company first and link contacts later.
Click Create Contact.
Complete the form
Save to create the profile.
From the create contact you can search for or create a new company & enter their job role
From Customers → Companies:
Click 'Create Company' to add it independently, then link contacts later.
For existing contacts and companies, you can also click 'edit' on their details tab to link them together.
You can view all of the customer information and related data on contact & company profiles, such as their contact details, activity logs, tasks, files & more.
Contacts, Companies & Deals all have the ability to create custom activity logs. These are perfect for tracking every touchpoint & interaction with your customers.
You can create logs for:
Communications (Email, Call, Message etc.)
Meetings
Notes
And more
Create the contact with labels and email. and create/link their company
Add a note on the contact (e.g. discovery call summary) and link the note to the company.
The note appears on both the contact and company activity logs.
Deals capture sales opportunities linked to a contact (and optionally a company).
Use labels, owners, and pipeline stages to manage sales from lead to close.
You can create deals from:
A Customer profile:
Open a contact or company profile.
Click to create a new deal for that contact.
Complete the form.
The Pipeline view:
Go to Deals.
Click Create Deal.
Complete the form.
Pipeline Stages:
Drag and drop deals between stages (e.g. Lead → Won → Lost).
Or open a deal and update its stage from it's profile.
Visibility
From a contact or company profile, you’ll see deals related to that record. Click through to filter the pipeline by that contact/company automatically.
The Customer Dashboard live updates with:
New deals this week
Deal value totals (e.g. £10,000)
Trends to help you spot momentum
Customise your pipeline stages to match your sales process.
Add colours for clarity, reorder stages, and evolve them over time.
Go to Settings → Pipelines.
Add or edit stages (e.g. Prospect, Qualified, Meeting, Proposal, Negotiation).
Assign colours to improve at-a-glance recognition.
Reorder stages with drag and drop.
Save changes.
View all deals by stage to understand funnel health.
Move deals between stages as they progress.
Iterate on stage names and order as your process matures.
Tips
Keep stage definitions clear and mutually exclusive. Limit the number of stages to reduce friction and maintain clarity.
Labels let you categorise and group records across the app so you can organise data, filter views, and report with clarity.
You can apply labels to Contacts, Companies, Deals, and Tasks.
Labels are flexible tags you define to organise items in 53°. Common examples include:
Contacts: Employee, Customer, Supplier, Partner
Companies: Vendor, Strategic, Agency, Enterprise
Deals: Hot Lead, Warm Lead, Cold Lead, VIP
Tasks: Sales, Support, Finance, Urgent
Group related items for quick filtering and views
Add colour-coded context at a glance
Standardise categorisation across your team
You create and manage labels centrally in Settings.
Steps:
Go to Settings → Labels.
Choose the entity you want to create labels for (Contacts, Companies, Deals, or Tasks).
Enter a clear label name (e.g. “Supplier”), pick a colour (e.g. Emerald) to make it easily recognisable in lists and cards.
Click Create Label.
Once created, the label is immediately available to apply to records of that type across the app.
You can revise labels at any time to keep your taxonomy clean.
From Settings → Labels, find your label.
Update the name and/or colour.
Save changes—updates apply wherever the label is used.
When deleting a label it is removed from records where it was applied. Consider replacing or consolidating labels first to preserve reporting consistency.
Labels become powerful when used for filtering.
Example: Filter Contacts by “Supplier” to see all suppliers at a glance, then export or action those records.
Tips
Keep names short, unambiguous and avoid overlapping meanings.
