All your companies in one list
The Companies view brings your clients, prospects, partners and suppliers together. The type shows what kind of company each one is.
What you find in Companies
For each company you see the type, the contacts and the deals linked to it. You filter by type or search by name.
- Ask what has been going on with a client lately.
- Record a new company by mentioning it in the chat.
- Link a lead to a company you already have, so nothing is listed twice.
These agents work in Companies
Ask in the chat and the agent reads Companies, adds to it or updates it. You see the result right away.
Sales assistant
The Sales Assistant finds companies that match your target group, enriches them into leads with a contact person and contact details, and then prepares the conversation and the proposal. Price, promise and sending stay yours.
The tools behind Companies
Other views in the same category
Questions about Companies
What's the difference between a company and a contact?
A company is the business, a contact is someone who works there. A company usually has a few.
Which types of companies can you record?
Client, prospect, partner and supplier. That way they're all in one list and you filter what you need.
See how Companies fits your work?
In a 15 minute strategy call we look at which agents and views fit your process.