Core app

Contacts

The shared identity layer that powers every StockyPro app. One record for every person, organization, and branch — every app reads from it, writes to it, and builds on it.

One contact. Every app. Zero duplicates.

The identity layer that powers your entire business.

When a sales rep adds a prospect in Leads, support already has them in Desk. When a customer emails in, the system resolves their identity automatically. When operations assigns a product in Space, it's the same contact. One record. Zero sync. Free forever.

Free forever

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The problem

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.

Key highlights

The shared identity layer that powers every StockyPro app. One record for every person, organization, and branch — every app reads from it, writes to it, and builds on it.

Inbound emails and WhatsApp messages auto-resolve to existing contacts in milliseconds — no manual lookup, no "let me find your account"

Three-level hierarchy: people → organizations → branches, with multi-org memberships for consultants and contractors

Contact-to-contact relationships with directional and custom link types — build a queryable map of who connects to whom

Full field-level change history with version browsing, side-by-side diffs, and actor attribution on every edit

Unlimited custom fields via the entity data system — schema-validated or free-form, no migrations, no developer time

App overview

Contacts

The shared identity layer that powers every StockyPro app. One record for every person, organization, and branch — every app reads from it, writes to it, and builds on it.

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

Use cases

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.

What makes it different

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.

Integrations

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

Free forever. Unlimited contacts, organizations, branches, tags, relationships, history, and custom fields. No caps and no feature gates.

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.

Inbound emails and WhatsApp messages auto-resolve to existing contacts in milliseconds — no manual lookup, no "let me find your account"

Three-level hierarchy: people → organizations → branches, with multi-org memberships for consultants and contractors

Contact-to-contact relationships with directional and custom link types — build a queryable map of who connects to whom

Full field-level change history with version browsing, side-by-side diffs, and actor attribution on every edit

Unlimited custom fields via the entity data system — schema-validated or free-form, no migrations, no developer time

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

Data quality

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

Team alignment

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

Audit readiness

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