CRM Contact
Tracks a contact associated with a company
By
AnyDB
The CRM Contact template in AnyDB is used to manage individual people associated with a company in the CRM system. It captures detailed contact information, role-specific data, and relationship context. This template is designed to link seamlessly with related CRM Company, Deal, and Invoice templates, enabling a full view of customer relationships across your pipeline.
Suitable for
Description
This template stores the core identity of a contact including first name, last name, job title, phone, email, and LinkedIn profile. It also includes a profile photo upload and geographic metadata such as city, country, and timezone. The contact is associated with a company via a reference field, making it easy to view all people linked to an account.
The layout features dynamic badges for Full Name and Job Title, which are auto-calculated and visually emphasized. The form includes a section for notes, where users can capture qualitative context like recent interactions or follow-up items.
Key Data Stored
- First Name / Last Name
- Full Name Badge – Auto-generated from first and last name
- Job Title Badge – Displayed prominently for quick identification
- Email Address
- Phone Number
- LinkedIn Profile
- Team or Department – Selectable from an industry-standard list
- Location – City, Country, and Timezone dropdowns
- Company Association – Reference field linking to a CRM Company
- Contact Photo – Upload field for personalizing the contact card
- Notes Section – Free-form area for CRM history, notes, or action items
Business Use Cases
- Sales Outreach and Tracking – Store detailed contact records to personalize communication
- Account Management – View all stakeholders involved with a company across departments
- Customer Support Escalation – Quickly locate relevant contacts within a customer’s org
- Relationship Mapping – Understand who holds decision-making or influencing roles
- Marketing Segmentation – Use job titles and departments to drive targeted campaigns
Why This Template is Powerful
- Tightly Connected to CRM Records – Easily links to deals, invoices, and company profiles
- Visual Identity and Role Highlights – Badges help prioritize outreach and segmentation
- Rich Metadata Support – Capture location, timezone, and title for deeper personalization
- Customizable and Scalable – Supports thousands of contact entries across regions
- Contextual Note-Taking – Encourages tracking of interactions, preferences, and updates
This CRM Contact template is a foundational element of the AnyDB CRM suite—turning basic contact data into a living, actionable relationship record.