Every business has a client book; most live in three places at once — the phone, the accounting tool, someone's memory. Contacts is Mastro's one version of it, and its trick is that it mostly fills itself.
Where contacts come from
Each row carries its source: created by hand, imported by CSV, pulled from bexio, or born from a conversation — when you triage an unknown sender in the inbox, the person you classify becomes a contact with that channel attached. Creating a quote for a new client does the same. The list grows as a by-product of working, not as data entry.
Types keep the list honest
Every contact has a type: lead, customer, supplier, employee, subcontractor — and administration, for official senders like the tax office, so government mail never pollutes a customer list. Leads that sign become customers; the filter along the top turns the list into whichever view you need ("all my suppliers", "open leads").
The profile: one client, whole story
Open a contact and you get the relationship, not just the phone number:
- Lifetime value, win rate, jobs and quotes sent — accumulated from your actual history together, no setup.
- Project history — every job past and present, linked to the board.
- Recent messages — the latest of the conversation, whichever channel it ran on.
- Notes — the things worth remembering ("gate code 4412", "prefers afternoon calls"), editable in place.
A bexio-linked badge shows when the contact is synced with your accounting, and the preferred channel shows where they tend to reply.
Why this beats a spreadsheet
The 30-second version: before you call a client back, glance at their profile — what they're worth, what's open, what was last said, and what you noted after the last visit. That's the difference between "who is this again?" and sounding like the contractor who remembers.