Vendor CRM

Every vendor.
One directory.

A CRM-style contact directory for every business you work with. Filter by connection type, search in real time, and view per-vendor stats including total paid, total owed, and complete transaction history.

Contact directory

Alphabetical vendor list with avatars, connection types, and last activity dates.

Per-vendor stats

See total paid, total owed, and payment count for each vendor at a glance.

Smart filters

Filter by All, B2B, Payee, or Pending. Search contacts in real time as you type.

Connected
Vendor CRM
OverviewActive
Coastal Resort Group$4,280.00Paid
Summit Hotels LLC$1,950.00Pending
Bay Hospitality Co$3,120.00Paid
3 itemsProcess
Payment initiatedJust now
A-ZAlphabetical organization
4Connection type filters
Real-timeSearch results

How it works

Find any vendor in seconds

01

Open Contacts to see your full vendor directory, organized alphabetically.

02

Filter by connection type or search by name. Tap a vendor for full details.

03

View transaction history, create a new bill, or send an invoice directly from the vendor profile.

Vendor Profiles

Complete financial history per vendor.

Every vendor profile shows total paid, total owed, payment count, and a full transaction log. Create bills or invoices directly from the profile without switching screens.

Organize your vendors
  • All-time total paid and total owed at a glance
  • Full transaction history with invoice number, amount, status, and date
  • Create Bill or Create Invoice actions from the vendor profile
  • Edit contact details or swipe to delete with confirmation

Why it matters

Full history

Every invoice, bill, and payment associated with a vendor is on one screen.

Easy onboarding

Add new contacts manually or send an invitation email with a single toggle.

Quick actions

Create a bill or invoice for any vendor directly from their profile.

Know every vendor inside and out.

Full payment history, contact details, and quick actions in one place.

Get started free