CRM: guests, employees, vendors.

Every person who has ever touched your operation has a row in CRM. Guests who messaged once, employees who work for you, vendors who supply you. The same place.

The list

Click the CRM tab. You see a vertical list of contacts. Each row shows the name, role (guest, employee, vendor, board), the phone number, and a quick activity indicator (last message, last visit, last task).

The search bar at the top lets you find anyone by name, phone, or email. Type "Maria" and every Maria in your operation appears.

Filters

Above the list, filters let you slice by role:

• Guests — anyone who has messaged you who isn't an employee or vendor.
• Employees — your team.
• Vendors — suppliers, contractors, anyone outside the team you do business with.
• Board — you and any other people with admin access.

You can also filter by department (only kitchen staff), recency (active this week), or tag (VIP guests, regulars).

The profile drawer

Click any row. The profile drawer slides in with everything DEF knows about this person: their contact details, their tags, their full message history with your agent, every task they've been involved in, and any notes you or your team have added.

For guests, you also see their reservation history (if hospitality). For employees, their shift history. For vendors, their billing history.

Editing

The drawer has an Edit button. Update any field — name, phone, role, photo, department, notes. Save. The change applies everywhere instantly.

You can also merge two contacts (when the same person showed up under two phones), archive someone who's no longer relevant, or flag them with a coloured tag for quick scanning.

The CRM is the source of truth for anyone DEF talks to. Keep it tidy and the rest of DEF works smoothly.