People and companies (CRM)
People and Companies hold your contacts. Use Random's own CRM, or work from HubSpot, Pipedrive or Attio if you already have one.
How it works
- Pick the source
Start with Random's own CRM, or connect your CRM under Connections and switch People and Companies to it.
You - Random adds the context
Each person and company page collects the mail, meetings, notes and documents that belong to it. A person's page also shows their tasks and follow-ups.
Reads - Changes wait for you
In Random's own CRM your edits save at once. A change to a connected CRM shows a card first and runs only when you approve it.
Approve
Working with records
- New person and New company open a form you can fill by typing or dictating one sentence. See Say it once.
- Add your own columns to the table with Add column.
- Records from a connected CRM cannot be deleted here.
- Setup per CRM: HubSpot, Pipedrive, Attio. Recruiting: RecruitCRM connects your applicant tracking; it does not feed People and Companies.
| Setting | Default | What it does |
|---|---|---|
| Save new contacts to your CRM (Settings, CRM capture) | Off | When Random learns about someone not yet in your CRM, it asks whether to save them. Needs Remember context on. |
| Stage CRM notes (Automations, Built-in) | Off | Prepares a note for your connected CRM after a meeting recap. |
What it does not do
It does not write to a connected CRM without your approval, and it does not add contacts on its own.