Contact Management
Keep every customer, vendor, and crew contact organized and connected.
Store all your business relationships in one connected system. With Flex manage every customer, vendor, and crew contact – tied directly to quotes, jobs, and invoices – synced across your entire workflow.
Key Benefits
Contact Management
Manage customers, vendors, venues, and crew from one platform.
Linked to Every Job
See contact history, quotes, and invoices all in one view without switching tools.
Faster
Follow-Ups
Instantly pull contact details from recent quotes or jobs to re-engage warm leads.
Teamwide Visibility
Keep everyone aligned with shared contact records and permission-based access.
Detailed Features
Unified Contact Records
- Manage customers, vendors, & crew in one platform.
- Link every quote, invoice, or project to the right contact.
- Eliminate duplicates and disconnected spreadsheets.
Communication History
- Log calls, emails, and notes directly on each contact record.
- View past quotes, jobs, and invoices in one timeline.
- Capture every client interaction automatically.
Custom Fields & Tags
- Create custom contact types and segment lists.
- Track VIP clients, repeat customers, and vendors.
- Filter and report on contacts instantly.
Lead & Customer Insights
- Identify top customers by revenue, frequency, or spend.
- Track inactive clients for reactivation campaigns.
- Export contact data to marketing tools or reports.
See Contact Management In Action
Discover how Flex connects your contacts to every quote, invoice, and job giving you a single, complete view of every relationship.
Frequently Asked Questions
Yes. You can import from CSV or directly sync with CRM or accounting tools for a seamless transition.
Absolutely. Each contact can include linked individuals, roles, and job titles for full relationship context.
Yes—Flex supports team editing with permissions to control access by role or department.
Every quote or job automatically links to the contact record, keeping your pipeline connected from lead to invoice.
You can export data anytime or connect to external apps for email marketing, accounting, or analytics.
Explore More Sales & Quoting Features
Flex goes beyond Contact Management. Explore quotes, proposals, pricing, discounts, packages, invoicing, payments, contracts, e-signatures, and more – all in one platform built for event pros.