Slimbot
CRMWhat is Companies?
With Companies you record business relationships as a company profile, separate from the individual people who work there. Handy if you work with organisations where multiple contacts are involved, so you keep overview at the level of the entire company.
How does it work?
- Create a company profile with name, location and industry, or have it enriched automatically.
- Link the contact persons who work at that company to the profile.
- See all deals, quotes and activities with that company in one overview.
- Filter your companies by sector or region for targeted follow-up.
Use cases
Installation company that bundles all projects and contact persons per contractor.
Advertising agency managing multiple brands within one parent company.
Wholesaler that keeps branches of a chain as separate locations.
IT service provider overseeing the complete account per business client.
Benefits
- Overview at company level, not just per person.
- Multiple contact persons neatly under one relation.
- All deals and history bundled per organisation.
- Target segments by industry or region.
Frequently asked questions
What's the difference between Companies and Customers?
A company is the organisation; customers and contacts are the people within it. With business relationships with multiple points of contact, you keep an overview of the entire account.
Can I link multiple contacts to one company?
Yes, you connect as many people to a company as needed, each with their own role and details.
Can I see all appointments with a company together?
Yes, all deals, quotes and activities are collected on the company profile, even if they came through different contacts.
Also within CRM
Use Companies for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.