Contacts Management
Manage business contacts (customers, clients, leads, vendors, and partners) with full CRM capabilities.
Overview
The Contacts module is the foundation of Gauzy's CRM — manage relationships with all external parties.
Contact Types
| Type | Description |
|---|---|
| Customer | Paying customers |
| Client | Active client relationships |
| Lead | Prospective customers |
| Vendor | Suppliers and vendors |
| Partner | Business partners |
Contact Properties
| Property | Description |
|---|---|
| Name | Contact/company name |
| Contact Type | Type of relationship |
| Primary Email | Main email address |
| Primary Phone | Main phone number |
| Budget | Client budget |
| Budget Type | Hours or Cost |
| Members | Assigned employees |
| Tags | Categorization tags |
| Notes | Free-text notes |
| Image | Avatar/logo |
Contact Views
- Table View — sortable list with key columns
- Card View — visual grid of contact cards
- Map View — geographic location view
Contact → Project Linking
Each contact can be associated with:
- Multiple projects
- Invoices and payments
- Sales pipeline deals
Permissions
| Action | Required Permission |
|---|---|
| View | ORG_CONTACT_VIEW |
| Edit | ORG_CONTACT_EDIT |
API Reference
See Contact Endpoints for the API documentation.
Related Pages
- Sales Pipelines — deal tracking
- Invoicing — generate invoices for contacts
- Project Management — contact-linked projects