Open Source Contact Management

Effortlessly store, organize, and manage business partners, customers, and vendors in one system with Aureus ERP.

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Why use Aureus ERP for Contact Management?

Aureus ERP make it easy to keep track of your business connections with a smart and simple contact management system. Organize contacts, track interactions, and group them effortlessly.

Contact Profiles

Save important details like name, email, phone number, job title, and website.

Manage contact details through the backend, including sales and purchase related information such as:

  • Sales, Responsible, and Sales Admin roles.
  • Company ID, Reference, and Industry classification.
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Create and Manage Addresses

  • Add and categorize partner addresses for accuracy.
  • Store contact details, location, and address type.
  • Link addresses to partners for easy management.

Messaging and Activity Logs

  • Chat with others directly inside the system using built in messaging.
  • Automatically save all messages, updates, and actions so you can easily check them later.
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Financial and Banking Details

Easily keep track of financial and banking records in a safe and organized way.

  • Bank Account Management: Save bank account details, including account numbers and holder names.
  • Soft Deletion Support: If you delete financial records by mistake, you can bring them back. This helps keep your data safe and accurate.

Additional Features for Streamlined Contact Management

Improve the organization of business partners, contacts, and industry specific information.

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Tag Management

Create custom tags (e.g., VIP, Supplier) and color code them to make searching and organizing easier.
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Industry Classification

Sort contacts by their industry (e.g., Healthcare, Finance) and mark them as active or inactive to keep your list up to date.
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Chatter Support

Real time chat and file sharing integration for seamless collaboration across modules.

Designed for All Businesses

Aureus ERP makes it easy to manage contacts and keep your business running smoothly.

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Send Money

Shows a verified badge so you know who you can trust for payments.
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Archived

Save old contacts without deleting your main list.
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Safe and Expandable

Keeps your data secure and lets you store as many contacts as you need.
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Customizable

Change contact fields, filters, and workflows to fit your business.
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Open Source

Gives businesses the freedom to change and manage contacts.
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Smart Filters

Find contacts fast using filters like industry, tags, or financial details.
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Bulk Actions

Quickly manage, or delete multiple contacts at once.
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Profile Pictures

Add photos to contacts for easy recognition and personalization.

Frequently Asked Questions

Find answers to common questions about contact, and address management.

What is Open Source Contact Management?

Open Source Contact Management is a system that allows users to store, organize, and manage business partners, customers, and vendors.

Can I group contacts by industry?

Yes! You can sort contacts by industry, company, or business type. This makes it easier to find and manage them.

How does address management work?

Store multiple addresses for each contact, categorize them and link them to business partners for easier tracking.

What financial details can I save?

You can save Bank account information, tax ID numbers, and details about financial institutions for business partners.

Can I bring back deleted contacts and financial records?

Yes! When you delete something, it’s not gone forever. You can restore it if needed.

How does tagging help?

You can use color coded labels to group and sort business partners. This makes searching faster and keeping things organized easier.

Ready to Optimize your Contacts?

Seamlessly organize, track, and manage all your business relationships with our Open Source Contact Management Module.

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