Every customer and supplier, in one place.
Keep the people and organisations you buy from and sell to in one list, with their sites, notes and every order you have done together.
No limit on contacts, even on the free plan. No credit card required.
What you can do with it
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People and organisations
Add a person or a business, with email, phone, currency and addresses.
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Every site they trade from
List each site an organisation works from, with its address and the people there.
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Tags that suggest themselves
Tag contacts freely, with suggestions from the tags your team already uses.
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Notes and files
Keep notes and files on each contact's timeline.
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Bring your list in
Import contacts and their sites from a spreadsheet, or export them any time.
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Tidy up in bulk
Change the company, currency or tags of many contacts at once.
One contact, the whole story.
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The contact
Who they are and how to reach them.
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Their sites
Where they work from.
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Quotes
What you have offered them.
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Orders
What they have bought.
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Notes
What your team knows.
Open a contact and the quotes, orders, invoices and notes are all there.
Ask Hermes about a customer.
Hermes reads a contact's orders, quotes and notes, so you can catch up on a customer in a sentence before you call.
Try asking
- Who are our top ten customers this year?
- Which suppliers do we buy mugs from?
- Add a contact for Sam at Northbound
Harbour last ordered six weeks ago. They usually order every four weeks:
- Kraft gift box, large 200 a month
- Blue enamel mug 48 a month
They are due to reorder.
Questions about contacts
How many contacts can I have?
As many as you need. No plan limits contacts.
Can I bring my contacts in from a spreadsheet?
Yes. Import a CSV file with contacts and their sites, and check the rows before anything is added.
Can one business have several sites?
Yes. Add each site with its address, status and the people who work there.
Can I see everything we have done with a customer?
Yes. A contact's page shows their quotes, orders, invoices and notes.
Do contacts sync with Xero?
Lucrii finds or creates the contact in Xero when it sends that contact's first document. Contacts don't sync on their own.
Bring your customers in today.
Start on the free plan and import your contacts from a spreadsheet.
Start free →Free plan, no credit card required.
Related: Quoting and invoicing Work boards and tasks Hermes AI