Know every client at a glance.
A contact record that pulls everything together: details, deals, tasks, notes, files, linked company and a complete history, all on one wide page.
One page for the whole relationship
Open any contact and see the full picture without clicking through tabs. Details sit on the left, an overview of open deals, tasks and recent notes in the middle, and everything connected to the contact on the right.
- Open deals, tasks and notes summarised at the top
- Linked company, properties, projects and files alongside
- Email and call buttons right in the header
- Add a photo so you recognise people instantly
Companies that connect the dots
Link each contact to the company they work for. The company page rolls everything up: who works there, every deal across those people, and the properties and projects tied to them.
- See total open deals and won revenue per company
- Add a new contact straight from the company page
- Add a company logo for quick recognition
- Find any company by name, industry or city
Work through long lists quickly
Filter contacts by type with live counts, search by name, email or phone, and save the views you use every day. Select many contacts and assign, tag or update them together.
- Types such as Lead, Client, Past client, Vendor and Other
- Saved views like "My leads" or "Not contacted in 30 days"
- Bulk assign and bulk tag
- Edit phone or type directly in the table by double-clicking
A few more reasons teams like it
Import in minutes
Bring your existing contacts in from a CSV file. Rows are matched to the right fields and you see how many were imported.
Merge duplicates
After an import, the duplicate finder groups contacts that share an email, phone number or full name. Keep the best record and everything else moves across.
Nothing gets lost
Notes and attachments live on the contact. A history shows who changed what and when, so you can always trace a change.
Common questions
Can I attach files to a contact?
Yes. Add contracts, PDFs, images, Word, Excel and CSV files (up to 5 MB each) from the Notes and files tab. They also appear in the File Manager.
Can several people work on the same contacts?
Yes. Each contact has an assigned owner, and managers and admins see everyone. Agents see the contacts assigned to them or created by them.
How do I stop duplicates?
Run the duplicate finder after any import. It lists groups of likely duplicates so you can merge them with one click.
Related guides
Import contacts from a CSV file and clean up duplicates
Bring a spreadsheet of contacts into the CRM, then find and merge any duplicates.
Read the guide →Getting started: your first hour in PBRE CRM
A quick tour of the workspace and the five things to set up first: contacts, a pipeline, tasks, files and your team.
Read the guide →Track a listing from first call to closing
A worked example that ties contacts, properties, deals, tasks, projects and files together.
Read the guide →Ready to get your business organised?
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