Navigate to CRM > Contacts to view every contact, and click New Contact to add one. Each contact has a type: client, consumer, applicant, or candidate. Applicant contacts are created automatically when someone applies through the Jobs tool; candidate is for people you are sourcing yourself, such as a recruiting pool. Every contact has a detail page showing activity, tasks, leads, and communication history.
To filter by tag, start typing the tag name in the Tags box and pick the suggestion - or simply press Enter or click Filter and the first matching tag is applied for you. Each selected tag becomes a small pill you can remove with its close button, and the Any/All/None match mode controls whether contacts need any of the selected tags, all of them, or none. You can also filter by search, contact type, company, source, and VIP flag.
Select one or more rows on the contacts list to reveal a bulk action bar, where you can change contact type, manage tags, or delete. Bulk delete skips any contact that has deals or job applications, because those records cannot exist without their contact - the confirmation message tells you how many were deleted and how many were skipped. To remove a skipped contact, delete its deals or job applications first. Links from tickets, bookings, contracts, and invoices do not block deletion; they are unlinked automatically.
A saved segment is a reusable named filter. Apply any combination of filters, click + Save current, and give it a name. Admins can share a segment with the whole team; otherwise it stays private to its owner. Saved segments appear as chips above the contacts list, each showing a live member count, and the cog icon opens CRM > Saved segments for full management.
If your admin has defined custom fields for contacts - an account number, a region, a renewal date - they appear on the new and edit contact forms alongside the built-in fields, and as filters on the contacts list. See Custom Fields for defining them.
Every contact can carry file attachments - a CV, a signed form, anything relevant. Attach a file directly on the new-contact form, or scroll to the Attachments card on an existing contact's detail page to upload more.
Candidates are searchable by the content of their CVs. Upload a PDF, DOCX, or TXT file (up to 10 MB) to a candidate-type contact, and it is automatically parsed and AI-indexed in the background - usually within 30 seconds. Once indexed, use the Keywords filter on the contacts list with comma-separated terms (for example react, kubernetes, fintech) to find contacts whose attachments contain any of them. Combine it with the Type: Candidate filter for the tightest results, and matching keywords appear as chips next to each contact's name. A keyword search can be saved as a segment just like any other filter, so you can return to "React + Node candidates" without rebuilding it.
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