Founders consolidating their network
Contacts
Your startup's shared address book. Store investors, customers, advisors, vendors, and team contacts in one place, organize them into folders, mark favourites, and link them to leads and deals.
Contacts
Shared address book
Sarah Chen
Foundry Partners
Naveen Rao
Acme Holdings
Linda Park
Wilson Sonsini
Carlos Diaz
Helios Cloud
Built for
Who uses Contacts
Teams sharing one source of truth
Operators linking contacts to leads and deals
Capabilities
What you can do
Each capability ships out of the box — no setup, no plugins, no extra tools.
Folders & favorites
Organize by relationship and pin the people you reach for daily.
Linked records
Contacts link to Leads, Deals, and Fundraising deals.
Import & export
CSV import; export when you need it.
Per-contact details
Title, company, channels, notes, tags.
Quick start
From zero to using Contacts
- 1
Add a contact
Manually or via import.
- 2
Organize
Folders, favorites, tags.
- 3
Link to records
Connect to a lead, deal, or fundraising entry.
- 4
Search & reach out
Filter, find, and act.
Storage
Shared org-wide
Linking
Leads + Deals + Investors
Import
CSV
FAQ
Contacts questions
Can I link a contact to a lead or deal?
Yes. Open the contact's detail view — you'll see Related Leads and Related Deals sections where you can link existing records.
What happens to a contact's folder when I delete the folder?
The contact stays — it just becomes 'Unfoldered'. You can re-file it any time.
Can I share my contacts with everyone in my organization?
Pick all the teammates under Shared Access when you create or edit a contact. Anyone you don't list won't see it unless they have an admin-level role.
Does Nautis deduplicate contacts when I import?
The importer skips rows that already exist (matched on email). The import summary tells you how many were imported, skipped, or errored.
Can I delete a contact?
Yes — open the contact's detail view and use the delete action. You'll be asked to confirm because the action can't be undone.
Where does scanning the business card send my photo?
The image is processed to extract text — only the structured data lands on the contact form for you to review. You can edit anything before saving.
Are contacts shared with the whole team?
Yes, all members with module access see the directory. You can mark contacts private if needed.
Can I sync to Google Contacts?
Imports/exports are CSV today; calendar integrations cover meeting flows.
Better together
Related modules
Leads & Sales CRM
Customizable sales pipelines for customers, partners, and any commercial leads.
OpenFundraising CRM
Pipeline for raising rounds — investors as deals, customizable stages, full activity log.
OpenMeetings
Booking links, event types, and one-off meetings on your calendar — Calendly-style.
OpenTry Contacts inside Nautis
One workspace, one bill, one source of truth. Skip the tool stack.
