Relationship Management

Know Your Supplier Contacts

Track individuals, their roles, responsibilities, and communication history. Build stronger supplier relationships with complete contact visibility and role-based management.

JD
John Davis
Account Mgr
SP
Sarah Parker
Finance
MK
Mike Kim
Technical
LT
Lisa Taylor
Compliance
RJ
Robert Jones
Executive
0

Contact Types

Unlimited Contacts

0%

History Tracked

Portal Linking

Comprehensive Contact Records

Everything you need to manage supplier relationships effectively

Personal Details

  • Full name and title
  • Job title and department
  • Email address
  • Phone (direct, mobile)
  • LinkedIn profile

Role & Responsibilities

  • P Primary contact type
  • A Account manager
  • T Technical contact
  • C Compliance contact
  • E Escalation contact

Communication

  • Preferred contact method
  • Communication preferences
  • Contact history log
  • Meeting attendance
  • Notes and context

Contact Types & Roles

Classify contacts for quick reference and appropriate routing

Business Contacts

AM
Account Manager

Primary business relationship owner from the supplier. Your go-to contact for day-to-day matters.

FI
Finance / Billing

Invoice queries, payment discussions, commercial negotiations, and pricing adjustments.

EX
Executive Sponsor

Senior escalation point for strategic discussions and relationship steering.

Operational Contacts

TC
Technical Contact

Technical support, implementation queries, integration issues, and system troubleshooting.

CO
Compliance Contact

Questionnaire completion, document requests, audit coordination, and policy queries.

ES
Escalation Contact

Urgent issues, complaint resolution, service recovery, and emergency response.

Unlimited Contacts

Multiple Contacts Per Supplier

Large suppliers often have different contacts for different purposes. Support unlimited contacts per supplier, each with their own role classification.

Designate Primary Contact

Quick reference for the main point of contact to ensure messages go to the right person.

Assign to Contracts or Projects

Link specific contacts to specific engagements, contracts, or projects for targeted communication.

Track Role Changes

Maintain a history of role changes and departures to keep your contact database current.

Supplier Team

5 Active Contacts
JD
John Davis Primary
Account Manager
SP
Sarah Parker Finance
Finance Director
MK
Mike Kim Tech
CTO
AL
Alice Lee Left
Former Account Mgr
Today
Email Logged

"Re: Q3 Performance Review meeting confirmation"

Yesterday
Call Summary

Discussed renewal terms. John to send updated proposal by Friday.

Oct 24
Meeting Notes

Quarterly Business Review. Attendees: John Davis, Sarah Parker.

Full Audit Trail

Centralised Communication History

Never lose context when a team member leaves. Keep a permanent record of all interactions, decisions, and agreements with every contact.

Email Logging

Forward important emails to the platform to attach them to the contact record.

Meeting Notes

Record minutes, action items, and decisions from calls and meetings.

Build Stronger Supplier Relationships

Start managing your supplier contacts effectively today. Ensure continuity, improve communication, and reduce risk.

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