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Contact management

Keep customers, suppliers, and vendors organized.

Store the people, addresses, balances, and history your team needs in one searchable place.

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Active contacts

BooleanBooks workspace

Live

Current overview

248

12 added this month

01

Add or import

02

Use everywhere

03

Review history

Built for simpler work

Everything you need, without the busywork.

01

Complete records

Keep contact details, billing addresses, terms, notes, and company information together.

02

Connected history

Review invoices, payments, expenses, and activity from the contact record.

03

Fast follow-up

Find outstanding balances and the right contact details without searching across systems.

How it works

A clear workflow from start to finish.

Set it up once, keep the information connected, and always know what comes next.

1

Add or import

Create a contact manually or bring over an existing list.

2

Use everywhere

Select the same clean record on invoices, expenses, and payments.

3

Review history

Open the contact to understand activity, balances, and next actions.

Included capabilities

Practical tools for everyday work.

Built to keep your records consistent and your next action obvious.

Customer and vendor records
Billing and service addresses
Contact notes and terms
Invoice and payment history
Search and filters
CSV import and export

Ready to simplify contact management?

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