# Contacts Management {#contacts-management}


Manage business contacts (customers, clients, leads, vendors, and partners) with full CRM capabilities.


## Overview {#overview}


The Contacts module is the foundation of Gauzy's CRM — manage relationships with all external parties.


## Contact Types {#contact-types}


| Type     | Description                 |
| -------- | --------------------------- |
| Customer | Paying customers            |
| Client   | Active client relationships |
| Lead     | Prospective customers       |
| Vendor   | Suppliers and vendors       |
| Partner  | Business partners           |


## Contact Properties {#contact-properties}


| Property      | Description          |
| ------------- | -------------------- |
| Name          | Contact/company name |
| Contact Type  | Type of relationship |
| Primary Email | Main email address   |
| Primary Phone | Main phone number    |
| Budget        | Client budget        |
| Budget Type   | Hours or Cost        |
| Members       | Assigned employees   |
| Tags          | Categorization tags  |
| Notes         | Free-text notes      |
| Image         | Avatar/logo          |


## Contact Views {#contact-views}


- **Table View** — sortable list with key columns
- **Card View** — visual grid of contact cards
- **Map View** — geographic location view


## Contact → Project Linking {#contact--project-linking}


Each contact can be associated with:

- Multiple projects
- Invoices and payments
- Sales pipeline deals


## Permissions {#permissions}


| Action | Required Permission |
| ------ | ------------------- |
| View   | `ORG_CONTACT_VIEW`  |
| Edit   | `ORG_CONTACT_EDIT`  |


## API Reference {#api-reference}


See [Contact Endpoints](https://sourcey-gauzy.pages.dev/api/contact-endpoints/index.md) for the API documentation.


## Related Pages {#related-pages}


- [Sales Pipelines](https://sourcey-gauzy.pages.dev/features/sales-pipelines/index.md) — deal tracking
- [Invoicing](https://sourcey-gauzy.pages.dev/features/invoicing/index.md) — generate invoices for contacts
- [Project Management](https://sourcey-gauzy.pages.dev/features/project-management/index.md) — contact-linked projects
