People & Roster
05. Contacts & People
Contacts represent individual decision makers, buyers, and technical liaisons. Each contact can be linked to an Account or operate independently as a direct retail customer.
Cross-Module Context: Viewing a Contact card exposes the complete multi-year audit log: which web form they filled out, which quotes were sent, every telephone call logged by sales reps, and which invoices remain unpaid.
Contact Profile Capabilities
Key attributes maintained across every individual relationship:
| Attribute Group | Field Details | Business Application |
|---|---|---|
| Identity & Contact | Full name, email address, mobile, direct dial, job title | Primary coordinates for sales outreach and transactional billing |
| Account Affiliation | Primary organization link, department, role authority | Determines decision-making authority and multi-party deal approval |
| Interaction Timeline | Logged phone calls, email dispatches, meeting notes, tasks | Gives any teammate immediate context before engaging with the customer |
Contacts Alternatives Comparison
| Contact Dimension | SHPI Contacts | Traditional CRMs | Personal Address Books / Phones |
|---|---|---|---|
| Commercial Context | Unified with deals, invoices, and form responses | Often siloed in separate modules requiring constant clicking | Zero commercial context; only names and phone numbers |
| Team Synchronization | Instant shared updates across the whole company | Requires manual refresh or expensive per-user licenses | Stored in personal phones; lost when employees depart |
| Communication History | All interactions logged contextually against the account | Cluttered with automated marketing spam and tracking pixels | No shared history or collaborative visibility |