Link parent companies to their subsidiaries.
Keep every company you sell to in one place. Link parents to their subsidiaries, see contacts and deals on every company, and give Service and Projects the same account Sales works from.
Group companies are modelled, so a holding company and everything under it read as one relationship. In this region that is most of the interesting customers.
The list
What's on the company list.
Search by name, industry or website. Every company shows how many contacts and how many deals it has, so you can spot an empty record at a glance. The tiles at the top count your companies, your groups and the industries you work across.
285 companies, 2 groups
See a parent and its subsidiaries as one group.
See the whole group as one relationship.
Link a parent to its subsidiaries and see what the group is worth together, while each company keeps its own contracts and invoices.
- Link companies into a group
- See the group's total value as one number
- Keep invoices and contracts with the company that signed them
- See how many groups you work with, right on the list
- Search by name, industry or website
See what is attached to every company.
Every company shows how many contacts and deals it has, so an empty one stands out at a glance.
- See contact and deal counts on every company
- Spot companies with no contacts or deals attached
- See a dash, not a fake zero, where a company has not been enriched yet
- Merge duplicate companies as soon as you spot them
- Filter to the companies you own
Access
Who can do what.
Anyone in sales can add companies and work the ones they own. Linking companies into a group changes the numbers the whole business reports on, so that is kept for managers and admins.
See companies, their contacts and their deals.
Add companies and work the ones you own.
Link groups, reassign owners and merge duplicates.
Decide what information is kept on every company.
Admin is the highest role and is not constrained by the permission grid, so it is worth keeping to the smallest group that genuinely needs it.
One group, start to finish
Two companies signed, one relationship.
The parent and the subsidiary kept their own contracts and their own invoices. Their combined value still showed as one number, because the link between them is saved on the companies themselves, not something an account manager has to remember.
The deal is recorded on the company that actually signed it, in its own currency.