What it does
Contacts is 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.
Who can use it
Anyone in your organization with read access to the Contacts module. Adding contacts requires create rights; editing requires write rights. Roles are managed by your Super Admin.
The Contacts feature must be enabled for your organization. Otherwise you'll see a "Feature disabled" message with a request-access option.
Your organization may have a monthly limit on new contacts. When you hit it, the Add button is disabled and Nautis will explain why.
How to get here
From the sidebar, open Profile & Company and click Contacts.
What you'll see
The page has two main areas:
Left: the contacts list with a search bar, advanced filter, and a folder picker.
Right: details of whichever contact you've selected, including related leads and deals.
The top bar shows Contacts, plus action buttons for Folders, Export, Import, and Add.
Step-by-step: add a contact manually
Click the Add dropdown in the top-right and choose Add Manually.
A side panel opens with the Add New Contact form.
Fill in the fields. First Name is the only required field (marked with a red asterisk). Everything else — email, phone, company, job title, address, birthday, LinkedIn, Twitter/X, notes — is optional but useful.
Optionally pick a Folder to drop the contact into, and pick teammates under Shared Access if you want them to see this contact.
Toggle Favorite Contact if you want the contact pinned in your favourites view.
Click Create Contact. You'll see a "Contact created successfully" toast and the panel closes.
Step-by-step: add a contact by scanning a business card
Click the Add dropdown and choose Scan Business Card.
Take or upload a photo of the card. Nautis extracts the visible info and pre-fills the contact form.
Review the fields, correct anything that looks off, and click Create Contact to save.
Step-by-step: edit a contact
Click the contact's row in the list to open their details.
Click the edit (pencil) action. The form opens with the current values pre-loaded.
Update what you need, then click Update Contact. A "Contact updated successfully" toast confirms it.
Step-by-step: mark a favourite
Click the star icon on a contact's row or detail view to toggle them as a favourite. Favourites appear under the Favorites filter in the folder picker.
Step-by-step: organize contacts into folders
Click Folders in the top bar to open the Folders management dialog.
From here you can:
Create a new folder with a name and colour.
Rename or recolour existing folders.
Delete folders you no longer need (the contacts inside aren't deleted, they just become unfoldered).
To file a contact into a folder, open the contact for editing and choose one under Folder, or drag them into the folder from the list view.
Use the folder picker in the left sidebar to filter the list to All folders, Favorites, Unfoldered, a specific folder, or a specific company.
Step-by-step: import contacts from a CSV
Click Import in the top bar to open the Import dialog.
Click Download Template to grab the CSV template with the expected columns and a sample row.
Fill the template with your contacts in a spreadsheet app and save it as a CSV.
Drag the file into the upload zone or click to pick it from your computer (CSV files only).
Click the import button. Nautis processes the file and reports how many rows were imported, skipped, or had errors.
Step-by-step: export contacts
Apply any filter you want first (folder, favourites, search term). The export will respect your current view.
Click Export in the top bar.
Your browser downloads the contacts as a CSV. A "Contacts exported successfully" toast confirms the download.
Step-by-step: download a single contact as a vCard
From a contact's detail view, use the vCard download action. The
.vcffile goes into your downloads and can be imported into any phone or email client.
Step-by-step: share a contact with teammates
Open the contact for editing.
Under Shared Access, pick the team members who should be able to see and edit this contact. Owners always have access regardless of this list.
Save with Update Contact.
Tips & limits
Folder colours are just visual cues — they don't change what the folder does.
Imports must be CSVs. Other spreadsheet formats won't be accepted.
The CSV importer skips duplicates based on email; check the import summary to see how many were skipped.
Use Advanced Search above the contact list to filter by multiple fields at once (title, company, location, etc.).
FAQ
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.