Organizations and Contacts


All contacts and companies that your company interacts with is displayed in the CRM app, on the All Accounts tab. In their records, the entire history of work is displayed: past and upcoming events, implemented projects, invoices and estimates, the payments received, etc.

The companies are displayed under the Organizations tab:

When you click on the organization name, you will see the entire history of interaction with this organization. For example, linked contacts, planned events, current tasks and projects, opportunities, estimates, invoices, payments, etc. On the organization record, you can see all the activities, including archived ones. 

Contacts — individual people, who can be either your individual clients or contacts in any company. For contacts, as well as for companies, you can issue invoices, run projects or opportunities, assign tasks to your employees, and plan appointments.

The contacts are stored in the Contacts section:

When you click on the contact name, you can see all contact details, scheduled events, current tasks, opportunities, invoices, etc.

Between organizations and contacts, you can create multiple links or relations. For example, one company may have several representatives—contacts. And vice versa, one contact can represent several companies and work in different positions at each company. Information about this will be displayed on the contact page.

A contact represents two companies