Contacts, companies & the deals pipeline

Every ticket links back to a contact record automatically, matched by email. Set up a contact retroactively and it connects to any tickets that person already sent in, with no need to have created the record first. Search by name, email, or phone; numbers are normalized so formatting differences never break a match.

Add, edit, or delete a contact or company from the CRM page. Turn the whole module off from Settings → Preferences if you don't use it. Nothing already saved is deleted; it just disappears from the sidebar and forms until you turn it back on.

Track an opportunity from New through Contacted, Proposal, and Won or Lost. Drag a card between stages on the Deals board, linked to the same contact record your support team already sees. Define predefined products or services with a default price in Settings → Products & services so starting a new deal is a couple of clicks, not a blank form.

Add your own fields to tickets, deals, or contacts from Settings → Custom fields: text, number, date, dropdown, checkbox, or link, each optionally required.