Difference between a customer and a contact

At first, the difference between a customer and a contact can seem unclear. In Hubleto CRM, they represent two different types of records.

Key distinction

Customer

A customer is an entity you cooperate with. It can be:

• an individual person, or
• a company/organization.

Contact

A contact is a record of a specific person (for example, an employee, manager, or assistant) who is linked to a customer.

How to think about it in practice

In many cases, a contact is related to a customer, but these lists are not the same:

• One customer can have multiple contacts.
• Some contacts may not be active customers yet (for example, people you communicated with during early discussions).
• Your contacts list is usually broader than your customers list because it stores all relevant people you have interacted with.

Summary