Company Management
Manage B2B relationships effectively by organizing companies, tracking employees, and maintaining organizational structures within SmartCRM.
Creating Company Profiles
Add companies by clicking 'Add Company' and entering company name, industry, size, address, and main contact information. Link the company to a primary contact person and add company-specific notes and documents.
Managing Employees
Link multiple employees to each company. For each employee, store their role, department, contact details, and decision-making authority. This helps you navigate complex organizational structures and target the right people.
Organizational Structure
Map out company hierarchies by defining relationships between employees. Mark key decision-makers, influencers, and gatekeepers. This organizational view helps you understand the buying process and plan your sales strategy.
Company Notes and Documents
Store important company information like contracts, proposals, presentations, and meeting notes. All team members can access these documents, ensuring everyone has context for their interactions.