CRM Companies

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License: SingleMultipleDeveloper
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  • Support for Custom Configurations on SiteGUI Cloud.
  • Source Code Download for LiteGUI self-hosted CMS.

The CRM Companies app provides a complete, organization-level view of your business relationships. Use it to:

  • Store and maintain official company details, including addresses, websites, and industry classifications.
  • Build an organizational chart by linking multiple Contact records to a single Company.
  • Track the complete history of all deals (Opportunities) and interactions across the entire organization.
  • Establish parent-child relationships to manage corporate hierarchies and subsidiaries.

This is your portfolio of client and prospect organizations. Before you engage with anyone, check the Company record first. You'll get an instant snapshot of the entire business relationship: who you know there, what deals are in progress, and the history of all past interactions. It’s the fastest way to get up to speed and ensure you’re approaching every conversation with full context.

CRM

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