Internal & External Contacts Book
Say goodbye to scattered phone numbers, outdated spreadsheets, and digging through old emails. SmartBaise's integrated Contacts Book acts as your company's single source of truth for every person related to your business, both inside and out. It’s a dynamic, intelligent directory that doesn’t just store information—it connects your team and supercharges your communication workflow.
Your Internal Team, Instantly Accessible
Your entire staff roster is available in one clean, searchable directory. But it's more than just a list of names.
Complete Staff Profiles
See every team member's name, position, and contact details.
One-Click Communication
Don't just find a contact; connect with them. With a single click, you can initiate a phone call, open a new email, or, most powerfully, start a SmartLink Chat conversation directly from their contact card.
Always Up-to-Date
The internal directory is automatically populated from your user management system, ensuring you always have access to the correct information for your current team.
Your External Network, Managed with Precision
Effortlessly manage your entire ecosystem of clients, suppliers, loss adjusters, subcontractors, and other third parties.
Company-Wide & Personal Contacts
You control who sees what. Add a new contact and choose to make them "Company-wide," sharing them as a resource for your entire team, or keep them "Personal," visible only to you.
Intelligent Contact Creation
The system is smart. When you enter a new name for a Loss Adjuster or Contract Administrator on a job form, the system will prompt you to save them as a new contact, eliminating duplicate data entry and building your network organically.
Assign to Jobs
Link any internal or external contact directly to a specific job. This creates a dedicated project directory, so everyone involved knows exactly who the key players are—from the client to the assigned plumber.
Eliminate Information Silos
By creating one centralized and trusted directory, you ensure every team member has access to the right contact information at the right time. This reduces delays and removes the friction of constantly asking, "Does anyone have the number for...?"
Seamless Workflow Integration
The Contacts Book is the backbone of your communication. Start chats, assign tasks, and build project teams directly from the directory. It’s fully integrated, not just tacked on.
Controlled and Secure Sharing
Empower your team with shared company contacts while still giving individuals the flexibility to manage their own private list. Power Users and Managers have oversight to ensure the quality and accuracy of company-wide data.
Build Your Business Network
Every new job and interaction becomes an opportunity to grow your company's most valuable asset: its network. With intelligent contact creation, your directory becomes richer and more valuable with every project you complete.