Features / Customers & Contacts
Customers & Contacts · from the Free planEvery customer, supplier and conversation in one place
Keep a single, searchable record for each customer and supplier — with contact persons, addresses, tax IDs, notes and a timeline of calls, meetings and messages. Quotations, invoices, projects, requests and documents link back automatically, so anyone on your team can see the full relationship in seconds.
The problem
- Customer details scattered across WhatsApp, Excel and notebooks
- Duplicate entries for the same customer
- No idea what was last discussed or quoted
- Re-typing the same customer details into every invoice
How it connects
- Create a quotation or invoice directly from a customer
- Form submissions can create leads that convert into customers
- Client portal users see only their own records
What you can do
Organisations & individuals
Store companies with multiple contact persons, or individual customers. Mark records as customer, supplier or both.
Interaction history
Log calls, meetings, emails, WhatsApp conversations and visits with follow-up dates.
Duplicate detection
Coopernut warns you when an email or phone number already exists before creating a new record.
Tags, categories & custom fields
Organise customers your way — add fields like credit limit, route or PAN without code.
Linked records
See quotations, invoices, projects, tasks, approvals and documents for each customer on one page.
Import & export
Bring customers in from a CSV file and export filtered lists whenever you need them.
Try a free tool first
No signup — see how it feels.
Questions
Can I import my existing customer list?
Yes. Upload a CSV file with columns such as name, email, phone and company. Coopernut shows which rows were imported and which were skipped and why.
Is my customer data visible to other Coopernut customers?
No. Every workspace is isolated and every request is checked against your organisation on the server.
Try every feature free for 7 days
No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.