Contacts
Contacts are the people and organisations your business interacts with - customers, leads, vendors and partners.
📅 This feature launches with Udala v1.0 in January 2027. Join the waitlist for early access.
Contact types
- Lead - Not yet a customer, in early conversation
- Prospect - Qualified lead, active sales process
- Customer - Has purchased from you; linked to invoices
- Vendor - Supplier you purchase from; linked to purchase orders
- Partner - Reseller, referral partner or integration partner
Creating a contact
- Go to CRM → Contacts → New Contact
- Enter name, email, phone, company and type
- Set the acquisition source (Referral, Website, LinkedIn, Cold outreach, etc.)
- Add any notes
Activity log
Every contact has an activity timeline showing all interactions: calls made, emails sent, deals created, invoices raised and notes added. Any team member can see the full history at a glance.