Feature · Contacts
Know who to call at every client
Every person you deal with, filed against the company they work for. Job title, email and phone, shared with the whole team instead of sitting in one person’s mobile.
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The short answer
Contact management means keeping the people you deal with in one shared place, linked to the company they work for. In Gather360 each contact has a name, job title, email and phone and belongs to a client. You see them on the client’s Contacts tab or in one list of everyone, which you can search and filter by client.
Why it matters
Contacts leave with the person who knew them
In a lot of small businesses the client list is somebody’s phone. When that person is on holiday, or leaves, so does the number for the finance manager who signs off invoices.
Gather360 keeps contacts on the client, where the whole team can see them. The next person to pick up the account knows who to ring and what job they do.
- First and last name, job title, email and phone
- Every contact is linked to a client, so you know where they work
- Notes and follow-ups can be about a specific person at the client
Two ways to find a person
From the contacts list
One list of every contact across every client, filterable by client.
From search
Type part of a name or an email address and Gather360 finds the person and their company.
Read moreThe right person, with the history attached
When you write a note or set a follow-up, you can say which contact it is about. So the note reads “spoke to the site manager about the March start” rather than a vague “spoke to them”.
The contact’s details sit next to the client’s notes and follow-ups, so before you pick up the phone you can see the last thing that was said.
Getting your contacts in
- 1
Start with the client
Add the company first. Every contact belongs to a client.
- 2
Add the people you actually speak to
Name, job title, email and phone. Only the first name is required.
- 3
Send us the rest
Got a long list in a spreadsheet? Email it to us and we will help you get it in.
Get the contacts out of your phone
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Questions people ask
Does Gather360 sync with my phone or Outlook contacts?
No. There is no contact sync with phones, Outlook or Google. Contacts are added in Gather360, which keeps them shared with the whole team.
Can a contact exist without a client?
No. Every contact belongs to a client. If you deal with sole traders, add the business as the client and the person as its contact.
Can I send emails to contacts from Gather360?
No. Gather360 does not send or log emails. Write a note on the client about what you sent, so the team can see it.
Is there a limit on contacts?
No. Contacts are unlimited on every seat.
Does keeping contacts in a CRM help with UK GDPR?
It helps you know what personal data you hold and where. Gather360 is hosted in the UK and acts as a processor for the data you put in. Our guide on CRM and GDPR covers the rest.
See if it fits in ten minutes
Click round the live demo with no sign-up, or start a free trial with your own clients. No card, no sales call.
30-day free trial · no card · £12.99 + VAT per person a month after