---
title: "Contacts & Leads"
url: https://flexie.io/resources/crm/contacts-and-leads
description: "How Flexie handles the people and companies you do business with. Capture leads, organise contacts and companies, and keep every customer's full history on one timeline."
---

# Contacts & Leads

Last updated 22 May 2026

![A Flexie contact profile with a single unified activity timeline](https://flexie.io/image/resources/crm-contacts-and-leads.png)

Everyone you do business with lives in Flexie as a record. **Leads** are potential customers you have not won yet, **contacts** are people you do business with, and **companies** are the organisations those people belong to. Each record is the home for everything about that person or business: their details, their deals, their invoices, and every message you have exchanged.

## Capturing leads

Leads can reach Flexie in several ways:

* **From a form on your website:** a visitor fills it in and a lead is created instantly. See [Forms](https://flexie.io/resources/forms/overview).
* **Added by your team:** type in a lead after a call or a meeting.
* **In bulk:** bring in a list of leads you already have.
* **Automatically:** automation can create leads from other events.

However a lead arrives, Flexie can assign it to the right salesperson straight away, so it never sits unattended.

## Turning leads into customers

When a lead becomes a real customer, it moves on to become a contact, keeping its full history. Nothing is lost in the handover; the conversation simply continues.

## The customer timeline

This is the heart of every record. Open any contact and you see a **timeline**, a single ordered history of everything that has ever happened:

* Emails, texts, and WhatsApp messages
* Deals created and won
* Quotes and invoices sent
* Notes your team has added
* Tasks and appointments

Anyone on your team can open a customer and instantly know the full story, without asking around or searching other apps.

## Organising your customers

Keep large customer lists under control:

* **Search:** find anyone in seconds.
* **Filters:** narrow your list by any detail, such as location, status, or owner.
* **Smart lists:** save a filter you use often as a reusable list, for example "customers in a city" or "leads added this month."
* **Tags and categories:** label customers in your own way.
* **Owners:** every customer can have an owner, so it is always clear who is responsible.

## Adding your own details

The standard fields will not cover everything your business needs to know. You can add your own: a preferred contact method, a birthday, a customer reference number, anything. See [Custom Records & Fields](https://flexie.io/resources/customization/custom-records-and-fields).

## Linking records together

A contact can be linked to their company, their deals, their invoices, and any custom records you track. These links mean the full picture is always one click away.

## Keeping your list clean

Duplicate records are the enemy of a good customer list. Flexie watches for them automatically and helps you merge duplicates into one clean record. See [Data Quality](https://flexie.io/resources/data-quality/overview).

## Notes and tasks

On any customer you can:

* **Add notes:** capture what was said on a call or in a meeting.
* **Create tasks:** set yourself or a teammate a follow-up, with a due date.
* **Schedule appointments:** book meetings tied to the customer.

## Just ask Flexie AI

Instead of building filters, just ask:

* "Show me leads from this week that nobody has contacted."
* "Which customers in a city have not bought in six months?"
* "Add a referral source field to all contacts."

See [Flexie AI](https://flexie.io/resources/ai/overview).

## Next steps

* [Deals & Pipelines](https://flexie.io/resources/crm/deals-and-pipelines): turn customers into sales.
* [Inbox](https://flexie.io/resources/inbox/overview): talk to your customers.
* [Workflow Automation](https://flexie.io/resources/workflows/overview): automate lead follow-up.