Know the business,
and the people inside it.
Keep decision makers, owners and colleagues attached to the company and work they belong to. Then build focused lists for the next action without creating another copy of the data.
People and companies stay linked · Table or pipeline views · Reusable templates
Contacts
People across every lead and deal
| Person | Role | Contact | List | |
|---|---|---|---|---|
| PRPriya RaoNorthgate Surveying | Operations director | priya@northgate.co.ukVerified business contact | 3 lists | |
| DCDaniel ColeRowan Tree Care | Owner | daniel@rowantree.co.ukVerified business contact | Follow up | |
| ABAmelia BrooksAtlas Electrical | Commercial manager | amelia@atlaselectrical.co.ukVerified business contact | 2 lists | |
| MBMarcus BellHarbour Architecture | Director | marcus@harbour.studioVerified business contact | Decision makers | |
| SKSofia KhanCedar Facilities | Property manager | sofia@cedarfm.co.ukVerified business contact | New prospects |
One record, many useful views
Organise the work without fragmenting the customer.
Lists shape how a team works a set of records. They do not create disconnected spreadsheets that go stale.
People, properly modelled
Several contacts can sit at one company, each with their own role and verified details.
Purpose-built lists
Start from a template or build from scratch for renewals, events, quotes or any repeatable process.
The right layout
Use a dense table for review or a pipeline when records need to move through stages.
Always connected
Calls, emails, deals and tasks keep pointing to the same person and company underneath.
Questions answered
About contacts and lists.
What is the difference between a lead and a contact?
A lead is the business opportunity you may work. A contact is a person at that business. One company can have several people with different roles, details and relationships to the work.
What are Lists?
Lists are reusable workspaces built from records already in Bloc CRM. Choose the fields, filters and sorting, then work them as a table or a pipeline without copying the underlying data.
Can I create my own fields?
Yes. A list can carry the fields needed for that process, while the person, business and deal remain linked to their original records.
Can a person belong to several lists?
Yes. Adding a person to another list does not duplicate them. Updates continue to appear wherever that same record is used.
Turn customer data into a working queue.
Create a workspace, find or import your first businesses, and organise the people around the next action. No card needed.
14 days of Pro · No card required · Cancel whenever you like