Backbone — CRM

Customer Relationships

Manage organizations, individuals, and billing

🏢

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Organizations

👤

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Individuals

💰

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Total Revenue

🚌

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Upcoming Trips

🔍

Hide one-time

Hide one-time

New Individual

First Name *

Last Name *

Email

Phone

Organization (optional)

Role at Org

Source

Title

Notes

Log Communication

Type *

Direction

Subject

Details

Follow-up Needed?

Follow-up Date

Add Organization Role

Organization *

Role

Title

New Organization

Organization Name *

Short Display Name (for sub-organizations — optional)

Billing Email

Phone

Payment Terms

Type

Tax Exempt

Internal Notes

New Sub-Organization

Parent Organization

Sub-Organization Name *

Short Display Name (optional, e.g. "Men's Soccer")

Rename Organization

Organization Name *

Short Display Name (optional)

Merge Individuals

The primary individual will be kept. The duplicate's trips, quotes, org roles, and communications will be merged into the primary, then the duplicate will be deleted.

Primary (keep)

Search for duplicate to merge into primary

Merge Preview

Batch Invoice by Date Range

All invoices in range are sent in a single consolidated statement email with a multi-trip PDF attached.

From Date

To Date

Send To Email

Batch Invoice by Sub-Org

All invoices for the selected sub-orgs are sent in a single consolidated statement email with a multi-trip PDF attached.

Select Sub-Organizations

Send To Email