Toolcie
on Capterra

Manage your clients and prospects, linked to your quotes and invoices

Centralize all your contacts, link them to your quotes and invoices, and track your client activity from one place.

Start for freeDownload

Free plan available. No credit card required. Cancel anytime.

Why Toolcie for your contacts?

An address book connected to your business activity

Centralized address book

All your clients and prospects in one place.

Linked to your documents

Insert a contact in one click into any quote or invoice.

Multiple contacts per company

Manage several people under a single company record.

Top clients identified

See your revenue by client at a glance.

Tags & labels

Organize and find your contacts instantly.

Your data, secure

Secure hosting, automatic backups, and guaranteed confidentiality.

Document integration

Your contacts at the heart of your quotes and invoices

No more re-entering data. Select an existing contact when creating a document and the name, billing address, and contact details are filled in automatically. Every document stays linked to the client record for complete tracking.

  • One-click selection from the quote or invoice
  • Billing address pre-filled automatically
  • Separate shipping address supported
  • Full quote and invoice history per client
Multiple contacts

Multiple contacts, one company record

Group all your contacts under their company record. Director, accountant, project manager — each person has their own name, role, email, and phone number, directly accessible when creating quotes and invoices.

  • First name, last name, role, email, and phone per person
  • Select the right person when creating a document
  • Unlimited contacts per company
  • Separate billing and shipping addresses
Client analytics

Identify your top clients at a glance

See in real time which clients generate the most revenue. Automatic ranking, share of total revenue, number of sales — all the data you need to focus your efforts where they matter most.

  • Revenue generated per contact
  • Share of total revenue as a percentage
  • Number of sales per client
  • Revenue breakdown chart

Even more features

Everything you need for a complete professional contact book

CSV import & export

Import your existing address book or export your contacts to any tool.

Internal notes

Add memos and notes to each contact record, visible only to your team.

Legal identifiers

Store tax number, company registration, and other legal IDs on each record — automatically inserted on your documents based on country.

Custom fields

Create tailored fields, make them required or internal, and choose where they appear on your quotes and invoices.

Tags & labels

Organize your contacts with customizable color-coded labels.

Search and advanced filters

Find any contact in seconds with powerful filters.

Customizable columns

Choose which columns appear in your contact list to suit your workflow.

Linked documents (quotes, invoices)

Access all quotes and invoices for a client directly from their record.

Real-time team collaboration

Share your contacts with your team and collaborate without conflicts.

Multi-user access

Manage access rights to your contacts by user or role.

Geolocation

View each contact's address on a map directly from their record.

Your data, secure

Secure hosting, automatic backups, and guaranteed confidentiality.

How does it work?

From adding your first contact to tracking your activity in 3 steps.

1

Add your contacts

Import your existing address book or create records in seconds

CSV importQuick creationMultiple contacts
2

Link them to your documents

Select a contact when creating a quote or invoice — everything is pre-filled

Zero re-entryOne clickAddress inserted
3

Track your activity

Check the revenue generated per client and linked documents in real time

Revenue per clientLinked documentsTop clients

Results that speak for themselves

Join the professionals who save time every day

2,000+

Professionals

Tradespeople, freelancers, and SMEs trust Toolcie every day

350,000+

Contacts managed

Client and prospect records centralized in Toolcie

1 click

Auto-fill

Name, address, and details pre-filled on every new quote or invoice

They manage their contacts with Toolcie

Professionals from every industry share their experience

“I use Toolcie almost every day and it's very straightforward once you know it. You can maintain a fixed product catalogue and edit items directly on the quote. A real time-saver.”

GA

Gaëlle A.

Retail · Small business

“The software is intuitive, easy to learn, and saves time when preparing quotes. My overall experience with Toolcie has been very positive.”

TT

Tejsir T.

Construction · Self-employed

“I mainly use it for monthly invoices and quotes. Converting a quote to an invoice automatically and tracking everything through the dashboard are genuinely useful.”

NJ

Noura J.

Media · Self-employed

Capterra
4.8/5
Recommended on Capterra

Simple, transparent pricing

Start for free, upgrade as you grow

Free

To get started

$0 /mo

  • 3 quotes and 3 invoices / month
  • 20 contacts and 20 items
  • 15 document templates
  • Real-time PDF preview
  • Send by email
  • Mobile and desktop app
  • Email support
Start for free

Basic

For freelancers

$8 /mo

Billed yearly

  • 10 quotes and 10 invoices / month
  • Unlimited contacts and items
  • Electronic signature
  • Online payments
  • E-invoicing
  • White label
  • Free read-only users
Start for free
Most popular

Pro

For teams

$14 /mo

Billed yearly · per user

  • Everything in Basic +
  • Up to 25 users
  • Unlimited quotes and invoices
  • Roles and permissions management
  • Real-time collaborative editing
Start for free

Enterprise

Custom

Custom

  • Everything in Pro +
  • Unlimited users
  • Phone support
  • Custom development
  • CRM / ERP connector
Contact us

14-day free trial · No credit card required · Cancel anytime

Frequently asked questions

Everything you need to know about contact management with Toolcie

Yes. Full contact management — creation, import, linking to documents, and multiple contacts per company — is available on the free plan. To test all features without restrictions, start your 14-day free trial. No credit card or commitment required.

Yes, Toolcie supports contact import via CSV file. You can bring in your existing address book from Excel, Google Contacts, or any other tool in minutes by mapping your columns to Toolcie's fields.

Absolutely. Every contact is automatically linked to all related documents. From a contact record, you can access the full history directly — all quotes sent and all invoices linked to that client.

Yes. In Toolcie, a contact can be a prospect in negotiation or an active client — there is no status to set manually. The link to quotes and invoices naturally reflects the state of the relationship. As soon as a quote is sent, the contact appears in your commercial history. When the invoice is issued, their revenue is automatically recorded in your dashboard.

Yes. Toolcie lets you add as many contact persons as needed under a single company record. Each person has their own first name, last name, role, email, and phone number. When creating a quote or invoice, you select the right person in one click.

Yes. All your data is hosted on servers in France. Toolcie is fully GDPR-compliant: you control your data, can export it at any time, and request deletion on demand.

Yes, Toolcie supports custom fields for your contact records. You can add information specific to your business, make fields required or internal-only, and choose where they appear on your quotes and invoices.

Complete your solution

Toolcie goes far beyond contact management

Quoting software

Create complex multi-group quotes with e-signatures. Convert them to invoices in one click.

Learn more

Invoicing software

Turn accepted quotes into compliant invoices. Online payments, recurring billing, overdue alerts.

Learn more

Products & services catalog

Build your library of products and services. Insert them in one click into your quotes.

Learn more

Start your 14-day free trial

Join more than 2,000 professionals who save time every day with Toolcie.

Start for freeDownload

Free plan available. No credit card required. Cancel anytime.

Professional contact management software: client records linked to every document

Contact management software centralizes all your client and prospect records in one tool. Unlike a spreadsheet or address book, it links every contact to their quotes and invoices, giving you a complete view of your commercial relationship with each client.

CRM vs. contact management software: two levels for different needs

A CRM covers the entire sales cycle: pipeline, opportunity tracking, communication history, marketing campaigns. Contact management software has a more focused mission: centralizing client and prospect records and linking them to your business documents. Toolcie sits between the two. It gives you a structured address book connected to every quote and invoice, with a Top Clients view showing revenue, share of total revenue, and number of sales per contact over any period you choose — without the complexity or cost of a full CRM.

From prospecting to invoicing: all your contacts in one place

Many professionals juggle a spreadsheet for prospects, a notebook for clients, and separate software for billing. Toolcie eliminates that fragmentation. Add a contact during the prospecting phase, send them a quote directly from their record, then convert it to an invoice once the deal is done. The entire commercial relationship — from first contact to payment — is tracked in one place, with no re-entry or manual import between tools.

Getting started: creating records, importing CSV, and first documents

Start by creating your first records from the Contacts page, or directly while drafting a quote or invoice: enter the name, address, and contact details in seconds without leaving your document. If you already have an address book in Excel or Google Contacts, import it as a CSV. Your contacts are immediately available for all future documents, with no additional setup.