Customer context that stays useful
Build a secure, dependable customer and contact database that the whole business can use. Keep records structured, connect external services when needed and make every relationship easier to understand.
A powerful customer and contact database
Keep people, organisations and customer relationships in one structured workspace. Store names, company details, contact type, email, phone, billing address, notes and status so every team member starts from the same source of truth. Use case: a growing business can stop rebuilding customer context from old emails and spreadsheets.
Search, filter and find the right record
Search across names, companies, email addresses and phone numbers, then filter the working list by status, type or ownership. Contact rows keep the key details visible while the record editor gives you a focused place to update them. Use case: find every active prospect for a follow-up call in seconds.
Contact types that match your business
Use built-in or custom contact types to distinguish customers, prospects, suppliers, partners, members or any category unique to your work. Type labels make lists easier to scan and support more relevant workflows. Use case: separate trade accounts from retail customers before planning a campaign.
Ownership and accountable follow-up
Assign a contact to the right team user and see who owns the relationship. Ownership gives responsibility a visible home and supports focused filtering for each colleague. Use case: route a new enquiry to a named adviser instead of leaving it in an unowned shared list.
Import from spreadsheets without starting over
Upload a CSV or TSV export, use the sample layout when needed and let rel-ease recognise common headers. Existing contacts can be matched by email and updated rather than duplicated, with an import summary showing created, updated, skipped and error rows. Use case: migrate an old spreadsheet while protecting the clean records already in the database.
Connect to Mailchimp when marketing needs a larger audience
Configure Mailchimp securely, test the audience connection and sync rel-ease contacts into the selected audience with a default tag. Deleting a contact locally can also flag the Mailchimp member for archival attention. Use case: keep the operational customer list and newsletter audience aligned without repeated manual exports.
Work alongside email, inbox and conversation tools
Contacts sit close to the rest of the workspace: email integrations, the unified inbox, conversation history, forms and customer messages can use the same person and organisation context. Use case: move from an incoming question to a useful reply without asking the customer to repeat their details.
Use contacts across bookings, finance and commerce
The same customer record can support bookings, invoices, payments, product orders and service history. This creates continuity between the person who enquires, the person who books and the person who pays. Use case: check the relationship before confirming a high-value appointment or chasing an overdue invoice.
Secure, backed up and ready to use
Customer data is held in the rel-ease workspace with controlled access, ownership visibility and database-backed records rather than loose files. Keep backups and operational exports as part of a deliberate data routine, while integrations are connected through their own secure settings. Use case: give the team dependable information without losing control of where it is stored.
Keep data useful as the business changes
Update contact details, statuses, types, notes and ownership as relationships evolve. Custom contact categories and clear records mean the database grows with the business instead of becoming a historical dump. Use case: turn a first-time lead into a customer, then keep the same record useful for retention and support.
A single source of truth for better customer work
Customers and Contacts is the foundation that lets marketing, sales, service, bookings and finance work from the same facts. It is powerful enough for detailed operations, simple enough for everyday updates and ready to connect when another service needs the data.