Contacts & Companies
One trusted record for every person and company you sell to
Contacts and companies are the backbone of KudosCRM — the fully API-backed system of record. Open any record and see the whole relationship: deals, tickets, tasks, meetings, and activity, pulled live from every module.
A real system of record
People and organizations live in one API-backed core, not a spreadsheet that drifts out of date. Every other module reads from and writes back to it, so your data stays consistent.
The full 360, in one place
Each contact and company has a detail page that pulls related deals, tickets, tasks, meetings, and the activity timeline. No tab-hopping to understand a relationship.
Find and act in bulk
Filter on any field, save the views you reuse, and run bulk actions across the matches — tag, update, or follow hundreds of records in a few clicks.
How it works
Every part, explained.
Profile fields
Capture the essentials on every person and organization — name, role, email, phone, owner, and any custom fields your team needs to track.
The Customer 360
The detail page pulls related records from across KudosCRM: open deals, support tickets, tasks, and scheduled meetings, all on one screen.
Activity timeline
A chronological feed of everything that's happened on the record — so anyone who opens it can pick up the relationship without asking around.
Tags & followers
Group records with tags for fast segmentation, and add followers so the right people get visibility on accounts that matter to them.
Filters & saved views
Slice your contacts and companies on any field, then save the view so your daily lists are one click away instead of rebuilt every morning.
Bulk actions & CSV import
Bring data in with CSV import, then tag, update, or assign across every record a filter returns — no record-by-record clicking.
Deep dive
Everything that's in the box.
Contacts and companies, linked
People belong to organizations, so deals, tickets, and activity roll up to the account view automatically.
Customer 360 detail page
One page that aggregates related deals, tickets, tasks, meetings, and timeline from every module.
Activity timeline
A unified history of emails, calls, meetings, notes, and record changes on each contact and company.
Tags for fast segmentation
Label records however you work, then filter and act on any tag in seconds.
Followers
Subscribe teammates to records so they stay in the loop on the accounts they care about.
Saved views & filters
Build a filtered list once, save it, and reuse it — by owner, tag, field, or any combination.
Bulk actions
Tag, update, assign, or follow across every record a filter returns, all at once.
CSV import
Move your existing contacts and companies in from a spreadsheet to get started fast.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
Works with your integrations
Connect the tools that power this in KudosCRM.
FAQ
Frequently asked
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