CRM
The whole account on one page, from contacts to money owed.
A company record holds the organization your contacts work for: its people, billing details, service plan, transactions and history, under a permanent identity that survives renames and merges.
Why it matters
When a company is just a name typed into each contact, a typo makes a second company, a rename orphans old invoices, and nobody can see the whole account. You end up adding up a customer's balance by hand and guessing who the main contact is.
Companies and people in detail
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One account view
Tiles across the top show open pipeline, invoiced, outstanding, overdue, quotes, open tickets and forms for the company.
- Tabs: Overview, Transactions, Statement, Emails, People, Forms & documents, Activity
- Transactions groups invoices, payments, estimates, deals, tickets and projects with filters
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People and roles
Link existing clients or add new people, mark the primary contact, and set each person's portal access.
- A form or document assigned to the company reaches its people too
- Portal roles decide whether someone sees only their own records or the company's
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A permanent identity
Each company has a fixed identifier, so a rename changes only the name and every deal, invoice, note and plan stays attached.
- Merge duplicate companies in one place, carrying people, notes, tasks and tags
- Clone a company to start a similar record quickly
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Step through your customers
Split view puts the customer list beside the record, with balances shown, so you can move from one account to the next.
- Filter the list as you go
- Remembered for each person
Questions
What happens to old invoices if a company changes its name?
Nothing changes except the name. The company keeps its permanent identifier, so its invoices, deals, notes, tasks, plan and documents all stay attached.
Can two people at the same company have different service terms?
Yes. The company's service plan applies to everyone, and you can override it for one person on their own page.
Can clients see each other's records?
Not by default. Each portal user sees their own records unless a company-wide role or plan lets them see the company's.
More about CRM
- Leads and conversion
Leads hold the people you are still talking to: where they came from, who owns them, what was said and what happens next. When they are ready, one action gives them a client account.
- Switching and clean-up
Import your customers from HubSpot, Salesforce or a spreadsheet, merge the duplicates you already have, and restore anything deleted by mistake.
- CRM overview
See CRM running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.