Contact Directory

Centralised Payroll Contact Directory — Every Client, Every Detail, One Place

Keep all your current and prospective client contacts organised, accessible, and easy to update—right within Changepen.

Changepen Client Contacts Management A contacts panel with a green header displaying a primary contact avatar labelled Head of Finance with phone number and email address, alongside four category tab cards on the right for phone numbers, addresses, people highlighted in green as active, and notes. Contacts Primary Contact Head of Finance 📞 01227 207118 [email protected] 📞 Phone No. 📍 Addresses 👤 People 📄 Notes
Client Team Contact Directory A team directory showing three contacts: James Turner as Head of Operations, Laura Dennis as Finance Director, and Priya Patel as Head of HR, each with phone numbers and email action buttons, plus an add contact option at the bottom. Team Directory JT James Turner Head of Operations 07700 900123 LD Laura Dennis Finance Director 07700 900456 PP Priya Patel Head of HR 07700 900789 + Add contact

All contact details on hand, all the time.

Eliminate reliance on scattered contact info. When team members cover for each other, they have instant access to all the details needed to keep service seamless.

Stay self-sufficient without needing to chase other departments for contact information.

No need for a separate CRM system

Manage all your prospective client details right inside Changepen. Track conversations, quotes, and progress effortlessly.

Quickly convert prospects into live customers—or offer them a trial to showcase your service.

Client Contact Roles for Broadfield Garage A contacts card for Broadfield Garage with 3 contacts on monthly payroll: James Turner as Head of Operations tagged as primary contact highlighted in green, Laura Dennis as Finance Director tagged as payroll contact in teal, and Priya Patel as Head of HR tagged as approver in purple. Broadfield Garage 3 contacts · Monthly payroll PRIMARY JT James Turner Head of Operations PAYROLL LD Laura Dennis Finance Director APPROVER PP Priya Patel Head of HR

Ready to transform your payroll operations?

Book a demo with the Changepen team to see how the platform can reduce admin, cut errors and strengthen your client relationships.

Explore more great features:
Client messaging feature icon
Centralised Payroll Documentation
Document even the most complex payrolls in one structured, always-up-to-date place your whole team can trust.
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Contact directory feature icon
All Contacts, One Place
Maintain a clean, current list of client contacts that your whole team can rely on.
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Integrations and API feature icon
Built to Work With You
 Secure APIs connect Changepen to your existing payroll systems, so you can modernise without rebuilding your process.
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Document storage feature icon
Centralised Document Storage
Keep all payroll files in one secure place—no more email attachments or version mix-ups.
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White-labelling feature icon
A Platform That Looks Like You
Style Changepen to reflect your brand—so clients feel like they’re engaging with your firm, not a third party.
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Task management feature icon
Every Task. Every Owner. All in One Place.
Ditch external tools—track all payroll-related tasks with live updates, deadlines, and team visibility.
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Customer information and feedback feature icon
Know Your Clients Better
Access granular reporting to track effort, spot issues early, and plan for growth confidently.
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Payroll change capture feature icon
Structured Teams, Flexible Roles
Create user profiles tailored to your team’s needs—securely hosted in the cloud for easy access anywhere.
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Payroll manuals and knowledge base feature icon
Email That Works for Payroll Compliance
Embedded messaging keeps conversations organised, secure, and fully auditable.
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