People (CRM)

The People directory is a lightweight CRM built into Duka — enough structure to keep track of relationships without the overhead of a dedicated sales tool.

People and companies, one directory

Switch between the People tab and the Companies tab from the same screen. Each has its own search and filtering, including a filter for draft records (created quickly, e.g. via the browser extension, and not yet fully filled in).

Person records

A person record can include their role, contact details, and the company (or companies) they're affiliated with. If someone has changed jobs, their record can track affiliation history rather than just a single current employer — their most recent/primary affiliation is what shows up by default.

Company records

A company record includes things like domain and industry, plus every person you've linked to it.

Detail view

Selecting a person or company opens a detail view alongside the list (a side-by-side layout, not a full page navigation), so you can browse quickly without losing your place in the list.

Tagging

Like everything else in Duka, people and companies are taggable — so a customer, a candidate, or a partner organization can show up in Tag Home next to the meetings, notes, and tasks connected to them.