Contacts & Accounts
One memory for every relationship
People and companies, connected. Segments, hierarchies and a complete interaction history make every conversation start from full context.
The point of it all
“One memory for every relationship” — not as a slogan, but as the way the contacts & accounts workflow is actually built.
Everything contacts & accounts should do
Built deep, not bolted on — each capability shares the same records, permissions and automation engine as the rest of the platform.
Unified profiles
Every email, call, ticket, order and document tied to the person and the company they belong to.
Account hierarchies
Parent and child companies, branches and subsidiaries modelled the way the org chart actually looks.
Dynamic segments
Build living lists from attributes and behaviour that update themselves as data changes.
Tags & custom fields
Shape records around your business with flexible fields, tags and layouts.
Bulk import & export
Move data in and out with mapping, validation and protected-field enforcement.
Portals
Give customers a clean window into their own documents, tickets and invoices.
Segments that power everything downstream
Marketing audiences, pricing groups and success playbooks all draw on the same segment engine — define once, use everywhere.
- Attribute and behaviour conditions
- Used by campaigns, pricing rules and CSM
- Auto-updating membership
- Visible on the contact record
Privacy and consent, built into the record
Consent for marketing channels, field sensitivity classification and erasure status are first-class parts of the profile — not an afterthought.
- Per-channel consent tracking
- Masking rules by classification
- Erasure with AI-data cleanup
- Re-add alerts on erased identities
A 360° view that is actually complete
Tickets, deals, invoices, meetings, WhatsApp threads, contracts and files appear on the same timeline, so handovers between teams lose nothing.
- Cross-module activity timeline
- Related records at a glance
- Document and email attachments inline
- Role-aware visibility throughout
Works as one
Contacts & Accounts shares one Customer 360° with the rest of EazyCXM
No connectors, no sync jobs, no two systems arguing about the truth — CRM Core modules read and write the same customer data, under the same permissions, audited the same way.
The motion, end to end
Create
From conversion, import or API, with duplicate checks at the gate.
Enrich
Custom fields, tags and segments shape the record over time.
Engage
Every interaction lands on the timeline automatically.
Grow
Segments feed campaigns, pricing and success motions.
Contacts & Accounts, answered
Contacts link to accounts with roles, and account hierarchies handle group structures, branches and subsidiaries.
Classify a field as personal or sensitive once, and masking and export restriction follow it across views, exports and integrations.
Membership is evaluated against live data, so lists stay current without manual refreshes.
Portals let customers see their own invoices, tickets and shared documents under your brand.
Duplicates are detected on creation and import, and matching records can be reconciled so a single clean profile remains.
Portals give customers a branded view of their invoices, tickets and shared documents under role-controlled access.
Guided CSV import with field mapping, validation and duplicate detection brings existing data in without double-creating records.
More from CRM Core
See Contacts & Accounts in action
One memory for every relationship — watch it work on a flow shaped like yours.