The CRM Contact module is the central hub for every person or organisation you do business with. It stores existing customers, potential leads (prospects), and partners. Unlike a simple address book, it automatically logs every interaction—emails, calls, notes, meetings, pipeline changes—and connects directly to OffConOn’s marketplace, community, email system, video chat, and productivity tools.

A single source of truth for your relationships

In many companies, information about a customer is scattered: emails in one inbox, notes in a spreadsheet, meeting history in a calendar, and contract details in a filing cabinet. The CRM Contact module eliminates that fragmentation. Every piece of data lives on a single, unified dashboard, accessible from any device (desktop, tablet, or mobile) because OffConOn is fully responsive and cloud‑based. No installation, no synchronization issues.

The two core contact types

From day one, every CRM Contact must be categorised as one of two types:

• Business – for companies, corporations, organisations, or any legal entity.
• Private Person – for individuals, consumers, freelancers, or sole traders.

This choice is permanent and cannot be changed after the contact is saved. This ensures that the system correctly applies custom field rules, Passport linking restrictions, and detail sections (e.g., a company registration number for a Business, or a birthday for a Private Person). If you accidentally create a person as a Business, you will need to create a new Private Person contact and manually migrate the data. The system prevents type changes to maintain data consistency.

What you can do with a CRM Contact

Before we dive into details, here is a high‑level overview of the capabilities you will learn throughout this series:

• Store rich information: built‑in fields (name, emails, phones, locations) plus an unlimited number of custom fields tailored to your business (e.g., revenue band, industry, lead source).
• Link to OffConOn Passports: connect a contact with the real identity of a person or company on the OffConOn platform, unlocking verified profile data, built‑in chat and video calls, and buyer qualification.
• Track every interaction automatically: all emails sent or received, calls, notes, tasks, and meeting invitations are logged in a chronological timeline.
• Assign ownership: every contact has a mandatory responsible person and an optional sales team, ensuring clear accountability and enabling accurate reporting.
• Work directly from the dashboard: send an email, schedule a meeting, create a task, or add a note without leaving the contact’s page.
• Move contacts through a pipeline: attach contacts to a sales process with multiple stages, and watch progress visually.
• Analyse performance: generate a BI report showing income, profit, conversion ratio, activity levels, and more.
• Invite offline contacts: generate unique invitation codes that turn leads into OffConOn members and automatically link their accounts to your CRM.

Navigating to the CRM Contact area

In your OffConOn Cognitive ERP, click on CRM in the main navigation, then select Contacts. The default URL is:
https://myerp.workroom.offconon.com/en/crm/contacts

Here you will see the CRM Contact List – a table of all your active contacts. This list is the entry point for creating, searching, and managing contacts. Above the table, a summary bar shows real‑time aggregated statistics (like total contacts, breakdown by type, etc.) for the current filtered view.

From the list, you can:

• Click Create to add a new contact.
• Click on any contact’s name (or a "Dashboard” button) to open its full 360‑degree dashboard.
• Inline‑edit certain fields like pipeline and sales team directly from the table.
• Select multiple contacts to perform batch actions or view comparative BI reports.

The Dashboard – your day‑to‑day workspace

When you open a single contact, you land on the CRM Contact Dashboard. This is a single‑page layout composed of several boxes (widgets), each dedicated to a specific aspect of the contact:

• Activity History (timeline)
• Responsible Person / Sales Team
• OffConOn Passport link
• Contact Persons (mapping people to companies)
• Communication language
• Public Links
• Emails
• Phone Numbers
• Locations
• Details (type‑specific information)
• Specifications (custom fields)
• Keywords
• Target Market
• Invitation Codes (when not linked to a Passport)

At the top of the dashboard, you can upload a profile picture and use quick‑action buttons to create tasks, add notes, schedule meetings, and add the contact to a pipeline. We will dissect every single element in Article 4 and Article 5.

A first example

Imagine you run a small marketing agency. A potential client named "BrightBrand Co.” reaches out via your website form. You create a Business‑type CRM Contact with the note name "BrightBrand – Website Inquiry”. You assign yourself as the responsible person. Over the following weeks, you:

• send and receive emails – they are automatically logged,
• add notes after each call,
• schedule a proposal meeting – it appears in your calendar,
• add the contact to your "New Client Pipeline” at the "Proposal Sent” stage.

When the deal closes, a purchase is recorded. The contact’s dashboard now contains the entire history of the relationship, from first inquiry to signed contract. If a colleague ever needs to step in, they can read the complete story without asking a single question.

Now that you have a bird’s‑eye view, let’s move to Article 2 where we tailor the module to your exact needs.

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