Productivity

Contacts

Central contact organisation for clients, vendors, and stakeholders.

Before you start

Sign in at my.aicountly.com with your organisation account.
Confirm company context in Manage when linking contacts to clients or vendors.
Keep your own meetings with contacts in Calendar (it does not read Contacts or invite people), and use Docs when sharing relationship files.

How it fits the suite

flowchart LR
  MY["my.AICOUNTLY — Sign in"] --> MG["Manage — Company context"]
  MG --> CT["Contacts — Directory · Relationships"]
  CT --> DO[Docs — Shared files]
  CT --> CH[Connect — Conversations]

Flowchart: Contacts suite context flowchart. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Main menu workflows

Open a guide to see the flowchart and short steps for that menu.