CRM Contacts
What it does
CRM Contacts is a dedicated contact manager for your sales team. It stores lead and prospect information separately from your accounting contacts, with fields for lead source, status, and communication history.
Key actions
- Create and manage leads and prospects
- Convert leads into deals or accounting contacts
- Track communication history and notes
- Import contacts from CSV
Getting started
Go to CRM > Contacts. Add your leads and prospects here. When a lead converts, promote them to a deal or create an accounting contact.
Agent-First CLI
Agents and developers can perform these actions via the numbors CLI or MCP tools — no UI needed.
> numbors do "Add lead John Smith from Acme Corp"
Create CRM lead
> numbors contact search John
Search contacts
Install: npm install -g numbors · Full API reference
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