Accounts & Contacts

Custom account types & contacts for any business/organization.

Accounts for B2B, B2C, and any other business type. 

View relevant information and KPI's with specific accounts for 
  • customers.
  • leads.
  • vendors.
  • partners.
  • investors.
  • donors.
  • clients.
  • prospects.
  • members.
  • constituents.

Account Summary

Account Summary screens are entirely customizable for each account type via drag-and-drop editor. Display as much information as needed, along with reports for Account-level KPIs.


The Contact fields and layout are completely customizable. Accounts have a default contact and as many other Contacts as needed. Conversely, Contacts can be associated with a single account or several Accounts.

Interested in learning more?

We'd love to give you a tour!

Schedule a demo

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