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Contacts

A shared directory for people, organizations, and branches across the suite.

One contact record across Stocky Pro.

Give sales, support, and operations the same identity and organization context without duplicate records.

Included with every account

Available on

Most teams keep contacts in separate CRM, helpdesk, and spreadsheet silos. Duplicates grow, context breaks, and nobody trusts the record. Stocky Contacts gives every app one shared contact database.

A shared directory for people, organizations, and branches across the suite.

People, organizations, and branches in one directory

Shared records across connected Stocky Pro products

Structured relationships and operational context

App overview

Contacts

A shared directory for people, organizations, and branches across the suite.

Active nowLive data
Workflow sync98%
SLA coverage24 rules
Shared records12 modules

From first handshake to lifetime customer — one identity.

Sales captures a prospect

Add a contact in Leads once and use the same profile instantly across Desk, Space, Links, Projects, and Forms.

Support resolves a customer instantly

A customer emails support. Desk resolves identity, organization, and routing in real time, so agents start with full context.

Operations links people to products

Assign devices to people and branches with full lifecycle traceability.

Why teams choose this over alternatives

Bridge, not silo

Stop syncing. Start sharing.

Every app reads and writes the same contact record through direct relationships.

Instant identity resolution

Customer emails in. Identity resolved. Before the agent sees the ticket.

Email, phone, and WhatsApp matching resolve identity in milliseconds.

Real org hierarchy

Because 'company name' as a text field isn't how business works.

Model person -> organization -> branch with multi-org membership for real B2B structures.

Custom fields, zero migrations

Add a field in seconds. No developer. No downtime.

Use validated fields for compliance and flexible fields for operations without schema migrations.

Plugged into everything. Bolted onto nothing.

Contacts is the shared identity layer. Leads, Desk, Space, Links, Projects, Forms, Reports, and Schedule reference the same records directly. Import from CSV/Excel, route tickets automatically, and resolve inbound channels instantly.

Pricing

Included with every Stocky Pro account as the shared identity layer for people, organizations, and branches.

Rollout blueprint

Launch Contacts as your single source of truth

Import existing data, align ownership, and run Contacts as the shared identity layer across sales, support, and operations.

People, organizations, and branches in one directory

Shared records across connected Stocky Pro products

Structured relationships and operational context

What this looks like in practice

Each core app is purpose-built for its domain — with pre-configured workflows, shared data, and instant cross-app visibility. No setup overhead, no disconnected tools.

ExecutionLive
Setup complete12 / 12
Connected modules8
Adoption scoreHigh

One record per person across every app. No duplicates and no conflicting versions.

Sales, support, and operations share the same contact profiles — everyone sees the same customer context.

Every field change tracked with actor, timestamp, and diff. Ticket snapshots freeze contact data at creation time.