Contacts and companies
Keep people, their roles, companies, contact methods, owners, lifecycle, and global workspace tags together.
Every relationship, ready for the next action
A CRM your team can understand on the first day.
Keep contacts, companies, follow-ups, forms, appointments, notes, tasks, and client documents connected in one clear customer workspace.
30 days of Premium includedNo card requiredFree plan afterward
OutcomeKnow who every customer is, what happened, and what should happen next—from one calm workspace.
Best forOwner-led service businesses and small customer teams
Why it fits
Teams that need every customer relationship and next action in one understandable place.
The real product
Every relationship, filtered to the next action
The contact workspace shows lifecycle, owner, source, last activity, relationship health, and follow-up without redundant page tabs.
Know who every customer is, what happened, and what should happen next—from one calm workspace.
Make the relationship and its next action understandable at a glance.
Know who every customer is, what happened, and what should happen next—from one calm workspace.
One useful timeline
See linked forms, appointments, notes, tasks, testimonials, estimates, and invoices without copying their data into CRM.
Beginner-ready filters
Switch quickly between all contacts, your contacts, new leads, follow-ups, customers, and unassigned records—then save advanced filters when needed.
Safe duplicate control
Match exact emails, review ambiguous phone numbers, and merge records only after an explicit conflict preview.
Flexible customer details
Add bounded custom fields for the business details that matter without creating a sprawling enterprise setup.
Your customer records stay portable
Export contacts and companies whenever you need them.
From setup to outcome
A complete customer context
The contact workspace keeps identity, company, lifecycle, owner, next action, activity, and connected-work actions in one calm view.
- 01Add, import, or capture the contact
Create people and companies manually, import safely, or match identified submissions.
- 02See the complete working context
Review the timeline, details, tasks, notes, appointments, documents, and opportunities together.
- 03Make the next action obvious
Assign ownership, schedule follow-up, create an opportunity, or prepare the next customer document.
Ready for the first useful outcome?Give every customer relationship a clear next action.
Add your first contact Bring every customer touchpoint into one relationship without copying the records.
Keep the customer, decision, and next action connected as work moves between apps.
Lead Forms
Turn identified enquiries into deduplicated contacts with their source attached.
Opportunities
Manage the commercial path without duplicating customer identity.
Tasks & Appointments
Keep follow-ups and meetings visible inside the relationship timeline.
Use simple lifecycle and follow-up patterns, then reveal custom fields and advanced filters only when needed.
New business leadsCustomer follow-up deskPartner and vendor directory
Operational clarity
People and companies stay in the same CRM
The company view organizes three client accounts alongside owner and open-opportunity context without creating another app.
Lead FormsTurn identified enquiries into deduplicated contacts with their source attached.OpportunitiesManage the commercial path without duplicating customer identity.Tasks & AppointmentsKeep follow-ups and meetings visible inside the relationship timeline.
A closer look
Open a contact and know exactly what happens next
See identity, ownership, follow-up, company context, opportunities, appointments, tasks, notes, and documents without losing the relationship in a maze of tabs.
Know who every customer is, what happened, and what should happen next—from one calm workspace.
What to know before you begin.
Clear answers before you create your first crm workflow.
Will CRM keep my forms and documents connected?
Yes. A contact can show related forms, appointments, notes, tasks, estimates, and invoices without forcing you to manage duplicate copies.
Can I import existing contacts?
Yes. CSV import includes column mapping, validation, duplicate review, and safe update or skip rules.
Does ToolsPad read my email inbox?
No. Mailbox synchronization is not part of the initial CRM release. You can record meaningful calls or messages manually without archiving every email body.
Do I need a separate ToolsPad account for this app?
No. One ToolsPad identity and workspace gives your team access to every enabled app from app.toolspad.com.
Give every customer relationship a clear next action.
Teams that need every customer relationship and next action in one understandable place. Start free and reach the first useful outcome today.