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Contacts · Unified Management of Internal & External Contacts

The internal staff org tree clearly shows departments, roles and reporting relationships, while external contacts are organized by customer / supplier / partner. Search by employee or customer name, phone or email and find them in a second; click an avatar to start a chat or place a call right away.

2
Systems: internal + external
N
Levels in the org tree
1s
To pinpoint with search
Capabilities

Finding People No Longer Means "Asking a Colleague for Their WeChat"

Unified profiles for employees and external contacts, with permissions and org structure all managed

🌳 Org Tree

A multi-level tree of departments / sub-departments / roles / employees, with reporting relationships at a glance

👥 Detailed Staff Profiles

Name / department / position / phone / email / presence status — click an avatar to see the full profile

🔍 Multi-Field Search

Search by any keyword — name / pinyin / employee ID / department / phone / email — and pinpoint instantly even in a company of hundreds

📞 One-Tap Call / Email

Tap the phone to dial or the email to compose, with the desktop client dialing through the corporate directory

🌍 External Contacts

Customer / supplier / partner contacts are categorized separately and connected to CRM customer profiles

🔐 Permission-Based Visibility

Regular staff see only their own department's directory while HR / managers see the whole company; external contacts are visible by owner

chat.shangbangke.com/contacts/org386 staff
OD
Org Directory
ExportNew Group
Hoobang Group HQ386
└ East China Region128
 └ Sales Team A24
└ After-Sales Center56
└ R&D Center42
Employee / RoleStatus
Leo Zhang · Sales A ManagerOnline
Nina Li · Key Account LeadOnline
Fang Wang · Pre-Sales Eng.Away

The Org Tree Makes "Which Department Handles This" Clear

During onboarding, new hires most often ask "which department handles this?" The org tree clearly shows the company structure: HQ → business region → regional branch → department → role → employee. Click to drill down level by level, and new hires can find the right department and person themselves.

  • Multi-level org structure: HQ / region / branch / department / team
  • Each node shows the owner and headcount
  • Employee cards: photo + name + position + contact details
  • Structure changes: HR edits sync to everyone in real time
chat.shangbangke.com/contacts/search“Li”
SR
Smart People Search · keyword “Li”
By DeptFilters
12Name hits
3Pinyin hits
5ID hits
0.3sResponse
Employee / DeptIDMatch
Nina Li · East China Sales AE1042Name
Wenbo Li · R&D CenterE2087Name
Jianguo Li · WarehouseE0356Pinyin

Smart Search Means No More Asking Around to Find Someone

Forgot the name and only remember the surname "Li"? Search "Li" to list every employee surnamed Li plus their departments. Only remember they're in East China sales? Filter by department. Even misspelled pinyin supports fuzzy matching — finding one person in a company of hundreds no longer means asking the group "who's the one in sales who handles Beijing?"

  • Multi-field search: name / pinyin / employee ID / department / email
  • Fuzzy matching + pinyin initial-letter search
  • Filter by department + filter by role
  • Frequent contacts pinned, recent contacts quick to reach
chat.shangbangke.com/contacts/external218 ext.
EX
External Contact · Ruida · J. Chen
CRMMessage
Customers142
Suppliers38
Partners26
Channel / Dealer12
Linked InfoSource
Account: Ruida Machinery Co.CRM
Latest order: SO-20260518 $58KActive
Channel: WhatsApp +1 415****Linked

External Contacts Managed Separately + Linked to Customer Profiles

Beyond colleagues, the contacts directory also manages customer, supplier and partner contacts. Open a customer contact to see their associated account, recent orders and follow-up records — the business context is clear at a glance, so you can review the background before chatting with a customer.

  • Categorized management: customer / supplier / partner / channel
  • Linked to CRM customer profiles for one-tap business context
  • WhatsApp contacts matched automatically, overseas customers managed in one place
  • Owner visibility: reps manage their own, managers can see all
Use Cases

Which Roles Gain Efficiency from Contacts

New Hires

After onboarding, get familiar with the company structure via the org tree and find the right department and point of contact

Cross-Department Collaboration

No more emailing to find the right person in another department — search the department → see the owner → DM directly

HR / Admin

Maintaining the org structure, updating employee info, adding new hires — Contacts is a daily working tool

Sales / Support

External contact management + CRM customer profile linkage — review the business background before talking with a customer

Related Features

How Contacts Works with These Capabilities

Contacts is the starting point of communication, connecting IM, AI and WhatsApp

Try Contacts Now

Sign up to experience the full contacts and org-structure management for free, or book a consultant demo