Contact management

More than an address list

While the basics explain what a contact is, this is about the daily work with them: filter, enrich, edit in bulk. This is exactly where Formline saves the most time over a spreadsheet.

Custom fields

Besides the standard details you create any custom fields — industry, budget, contract number, whatever your business needs. Available field types range from text and number through date and choice to yes/no. So you map exactly what matters to you.

Bulk actions

For many contacts at once: change status, assign owners, set a field, move to another area or convert into a deal — all in one step instead of a hundred times by hand. That turns an hour of clicking into a few seconds.

Keep the overview

A kanban view shows contacts by status as cards — handy for pushing leads visibly through your process. The history shows every stage of each contact chronologically.