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Included with agency access

Contacts
built into your agency.

Give your agency one reusable directory for people and organizations.

Included in the $1.99 per-member agency plan.

Add Contacts to your setup
Agency portal Open full size ↗
Manage people and organizations with roles, categories, active or archived status, and primary contact methods in one searchable directory.
Manage people and organizations with roles, categories, active or archived status, and primary contact methods in one searchable directory.

Everything Contacts can do.

Built for administrators to manage and, where applicable, for approved members to use from the Pocket Protocols app.

Agency administration

Manage the complete workflow.

  • Create people and organization contacts
  • Store multiple phone numbers, email addresses, and contact methods
  • Model affiliations between people and organizations
  • Record parent and related-contact relationships
Operations and member access

Carry the result into daily operations.

  • Separate restricted notes from broadly visible details
  • Archive contacts without losing historical context
  • Use contacts as standby requesters and operational references
  • Control app visibility with permissions

See Contacts from both sides.

Real screens from the agency portal and the Pocket Protocols member experience.

Maintain reusable agency and contact locations with full addresses, associated contacts, status, and archive or restore controls.
Maintain reusable agency and contact locations with full addresses, associated contacts, status, and archive or restore controls.Open full size ↗
Approved members can search and sort the shared directory, distinguish people from organizations, and see primary contact details at a glance.
Approved members can search and sort the shared directory, distinguish people from organizations, and see primary contact details at a glance.Open full size ↗
A focused mobile detail view gives members direct access to approved email addresses and phone numbers.
A focused mobile detail view gives members direct access to approved email addresses and phone numbers.Open full size ↗
Portal to pocket

Administrators stay in control. Members stay informed.

Configure the workflow in the agency portal, choose who can see it, and publish the result to approved app members.

  • Permission-controlled administration
  • Agency groups and visibility rules
  • Activity and change history
  • Connected Pocket Protocols app experience

Ready to bring Contacts to your agency?

We verify every agency setup before creating the organization.

Request verified setup