Talk to us

CRM · Contacts

Remember the person.
Keep the whole story.

Companies and people with addresses, notes, and history in one place, shared by sales, marketing, and finance. Add your own custom fields and shape the list, grid, and board views in Studio.

Talk to us
Contacts
Contacts
5
Companies
3
Individuals
2
  • Harbor Studio Company hello@harbor.example Active
  • Maya Lewis Individual maya@example.com Active
  • Cedar Supply Company team@cedar.example Lead
  • Noah Chen Individual noah@example.com Active
  • Northfield Works Company office@northfield.example Past

Maya Lewis

Individual at Harbor Studio

Active
Company
Harbor Studio
Job Position
Studio manager
Phone
(202) 555 0102
Email
maya@example.com

History

  1. Email Sent the proposal summary to Maya.

    Mariam K. · Oct 22, 2026, 2:15 PM

  2. Note Call notes: wants the customer portal live before January.

    Omar R. · Oct 21, 2026, 4:10 PM

  3. Assistant action Added the LinkedIn profile through Agaro Agent.

    Priya S. · Oct 20, 2026, 11:05 AM

  4. Status change Lead to Active

    Mariam K. · Oct 19, 2026, 9:40 AM

Illustrative sample records. Not a live workspace.

  1. Find the right person

    Open the company or contact your team is working with.

  2. Read the context

    Review the details, notes, and activity already attached to the record.

  3. Move the work forward

    Continue the relationship through a lead, booking, campaign, or invoice.

People and companies, together

Keep the customer and the people you work with in the same workspace record set, with their contact details and addresses.

Maya Lewis

IndividualActive
Job Position
Studio manager
Phone
(202) 555 0102
Email
maya@example.com
Company
Harbor Studio

Harbor Studio

Alexandria, VA

CompanyActive
Phone
(202) 555 0101
Email
hello@harbor.example

Contacts & Addresses (1)

Maya LewisStudio manager maya@example.com
On the person, the Company field points to the company. On the company, Contacts & Addresses lists its people.

History you can follow

Notes, emails, status changes, and supported assistant actions stay on the record under the identity that performed them.

  1. Notes Asked for a quote on the inventory migration. Priya S. · Oct 20, 2026
  2. Emails Sent the pricing sheet to team@cedar.example. Omar R. · Oct 21, 2026
  3. Status changes Past to Lead Omar R. · Oct 19, 2026
  4. Assistant actions Corrected the phone number through Agaro Agent. Mariam K. · Oct 22, 2026

Sample entries from one contact record. Each shows who did it and when.

Connected to the next step

Leads, meetings, campaigns, and invoices reference the same contact. Your team keeps the relationship as the work changes hands.

  • Leads Website inquiryInterested, $18,000
  • Scheduling Discovery callMon Oct 19, 9:30 AM
  • Campaigns Autumn product notesLive, next send Oct 26
  • Invoices INV 006$2,400.00, Sent
Maya LewisHarbor Studio

A contact form that fits your business.

Four examples of what teams change on a contact, then every control behind them.

  1. A "Preferred delivery window" field

    A small distributor records when each customer accepts deliveries, right on the contact record.

  2. A required "Account tier" dropdown

    An agency forces every new contact to carry Gold, Silver or Standard before it can be saved.

  3. Fields that appear only when relevant

    Show "Tax exemption number" only when the customer type is wholesale.

  4. A saved view per team

    Sales sees city and owner. Support sees plan and last contact. Same records, different columns.

Controls around contacts

  • Fields and layout in Studio

    Add fields such as account tier or preferred language, group them into your own sections, hide what you never use, and save the list views each team needs.

    See Studio

  • Workflows and automations

    Start a workflow when a new contact is created, so the right owner gets a task and a welcome email. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    Decide who can see, create and change contacts, down to records and fields, with custom roles.

    Every paid plan See Users and Roles

  • Agaro Agent

    Ask about your contacts in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    When contacts needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    Scale and up See custom modules

  • App Builder

    Build a website, document, slides or internal app next to your contacts, described in plain words.

    Every paid plan See App Builder

  • Open API and MCP

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

    Scale and up

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Read more: From lead to payment: how one record travels through your business

The same contact, everywhere.

The customer finance invoices is the same contact marketing reaches and sales follows.