All your people, in one place
Every person you work with — name, email, phone, position, social profiles, and notes. Linked to client companies, tagged with labels, and searchable instantly. See their full history across proposals, invoices, and contracts.
Client linking
Tie contacts to companies
Labels & tags
Categorise and filter fast
Instant search
Find anyone by name or email
Social profiles
LinkedIn, Twitter & website
Complete profiles, not just names
Each contact has a full profile: name, email, phone, job title, notes, and social links including LinkedIn, Twitter, and website. Link contacts to client companies with a primary contact flag. Tag with labels and find anyone instantly in a searchable, sortable table.
- Labels for quick filtering by role or relationship
- Linked to client companies so you know who belongs where
One profile, every linked record
Open a contact and see their full profile — phone, email, position, social links, and notes — alongside every deal, proposal, invoice, and contract they are connected to. Support multiple contacts per client company with a primary flag. No switching between tabs to piece together a relationship history.
- Every linked record visible in one view
- Take action directly — email, create deal, or generate invoice
See exactly when they interact
Every time a contact opens a proposal, views an invoice, or signs a contract, it appears on their chronological timeline. Track proposal views, invoice payments, contract signings, and deal stage changes — all with timestamps. You see the engagement history without asking or guessing.
- Know exactly when clients engage with your documents
- Full chronological timeline per contact
How it works
Three steps. That's it.
No setup wizards, no onboarding calls. Just start using it.
Create a contact
Add name, email, phone, position, social links, and notes. One form, everything in one place.
Link them to a client
Connect contacts to client companies. Mark a primary contact so you always know who to reach first.
Watch the history build
Every proposal opened, invoice viewed, and contract signed shows up on their timeline automatically.
Why it matters
Never ask 'who was that again?'
Full profiles with role, company, social links, and every interaction recorded. Open a contact and the whole relationship is right there.
Pick up where you left off
The activity timeline shows when they opened a proposal, viewed an invoice, or signed a contract. You know exactly where things stand before you reach out.
Search by name, email, company, or label
Type a few characters and the list narrows instantly. Filter by label to find VIPs, leads, or partners in seconds.
Works with everything else
Every feature in Illusly is connected. Here's what pairs naturally.
Clients & CRM
Contacts live inside client companies.
ExploreDeals
Link contacts to deals as the key point of contact.
ExploreProposals
Track when contacts open and sign proposals.
ExploreFAQ
Common questions
How many contacts can I add per client?
As many as you need. Each client company can have multiple contacts, and you can mark one as the primary contact for quick reference.
Which social profiles are supported?
LinkedIn, Twitter/X, and website URL. Each link appears directly on the contact profile.
What shows up in the activity feed?
Proposal opens and views, invoice views and payments, contract signings, deal stage changes, and linked record updates. Everything is timestamped.
Can I tag contacts with custom labels?
Yes. Create any label you want — VIP, Lead, Partner, etc. — and filter the contact list by label, company, or position.
See if it fits.
Free plan. No credit card. Takes a minute.