Creating a workspace, privacy settings, and custom fields
Many of our customers use Contacts+ software as either a stepping stone or an additional layer on top of a CRM. Some of the reasons why our customers choose us for our unique value are: contact deduplication and automatic updates when information is changed or found on the web. In turn, this leads to groups of colleagues wanting to use Contacts+ as their master contact list which can feed data into other systems/apps.
Yes, you can create and be a member of as many workspaces as you wish.
During the trial period (which is two weeks), you can invite up to 5 members. If you're a paying workspace user, the allowed member count depends on the plan, which you can review here.
We offer three roles: Owner, Admin, and Member. In addition to the ability to share contacts, edit contacts, delete contacts and do any other contact-related actions, the Owner and Admins have additional permissions.
The Owner is an Admin who is also paying for the workspace subscription. The Owner can add/remove members, change the workspace name, add new sync sources, change billing information, view and download invoices, delete the workspace and cancel the subscription.
The Admin can add/remove members, change the workspace name and delete the workspace.
Not at this time.