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Contacts

With Pertuniti, you can easily manage your contacts and stakeholders in projects and processes. Contacts only need to be created once and are available for many purposes.
For example, you can create contacts as stakeholders in projects or set them as attributes of cases, documents, tasks and other case elements. This way, you can easily navigate through your project data.
In the contact overview, you can choose between a gallery view (here) and a list view. Both views are searchable.
Gallery
In the contact list, you can see all contacts across your entire organization.
Contact list
In the contact view, you get an overview of all essential information about a particular contact: Address or contact data, participation in cases, notes and other properties.
Contact
You can easily update contact information. Via drag & drop, you can also easily reorder information. Old versions remain accessible.
Edit
For each case, stakeholders can be collected with their roles. Contacts may also have more than one role.
Case contact
Contact data can be set as attributes, e.g. to tasks or documents. This makes it easy to map your personal workflow and knowledge management to Pertuniti.
Attributes
In the contact overview, you can choose between a gallery view (here) and a list view. Both views are searchable.
Gallery

In the contact overview, you can choose between a gallery view (here) and a list view. Both views are searchable.

In the contact list, you can see all contacts across your entire organization.
Contact list

In the contact list, you can see all contacts across your entire organization.

In the contact view, you get an overview of all essential information about a particular contact: Address or contact data, participation in cases, notes and other properties.
Contact

In the contact view, you get an overview of all essential information about a particular contact: Address or contact data, participation in cases, notes and other properties.

You can easily update contact information. Via drag & drop, you can also easily reorder information. Old versions remain accessible.
Edit

You can easily update contact information. Via drag & drop, you can also easily reorder information. Old versions remain accessible.

For each case, stakeholders can be collected with their roles. Contacts may also have more than one role.
Case contact

For each case, stakeholders can be collected with their roles. Contacts may also have more than one role.

Contact data can be set as attributes, e.g. to tasks or documents. This makes it easy to map your personal workflow and knowledge management to Pertuniti.
Attributes

Contact data can be set as attributes, e.g. to tasks or documents. This makes it easy to map your personal workflow and knowledge management to Pertuniti.

Get started!

Organize stakeholders of your projects

You can easily manage contacts as stakeholders in your projects and processes. For this, they are created only once and can be organized in multiple cases in different roles. These roles can be used for coordination for you, as well as for automation in your processes and templates.

Efficiently manage contact data

Depending on your use case, the necessary properties of your contacts will vary, e.g. for applicants, employees, interested parties of your product or cooperation partners. Pertuniti therefore allows you to manage your own properties in addition to predefined basic information.
Attributes of a contact
In most contact management applications, you change the order of address data by deleting and re-entering. In Pertuniti, you can reorder physical addresses, phone numbers and email addresses via drag & drop.
Drag & Drop of phone numbers
Sometimes you need additional indicators or markers for contact data. In Pertuniti, you can organize them flexibly for physical addresses, phone numbers and email addresses.
Your own labels for managing address data
Get organized now!

Keeping track

Contact details such as addresses, phone numbers, affiliations, and email addresses change over time. In Pertuniti, you can view all versions of contacts and retrospectively understand why you used specific contact information.
List of contact versions in Pertuniti

Your own workflow

Contacts only need to be created once and are available for numerous applications. For example, you can process a simple personnel posting even without a big process: Incoming application documents can be easily edited via properties for the incoming document. Only later in the process, you should create cases for new hires.
Contact data can be set as attributes, e.g. to tasks or documents. This makes it easy to map your personal workflow and knowledge management to Pertuniti.
Start working flexibly!

Dr. Johannes Tenschert

CEO, Process Science

+49 89 21540190
johannes.tenschert@pertuniti.de

About Us

Pertuniti provides a customizable and mobile-optimized all-in-one solution that enhances the efficiency of your project management.

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