Contacts belong to Companies |
Companies have contacts as well as sub companies |
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Once you enter a contact and their details you are then in a position to assign them to a company and define their role within that company. For most individuals they only have a relationship with one company however contractors and other people might have a relationship with many companies that you want to keep a track of. Afterwards simply clicking on the individual in the CRM will show you all the companies that they have a relationship with. |
If contacts are assigned to companies then it is logical that as company can have multiple people assigned to it. Once the company name is entered you are not only able to complete this but then also assign sub-companies to that entity. This is useful when you might do business with a company that is a franchise system or has branches throughout the country where you bill or interact separately to head office. |
See all relationships in tree views> |
View activity for both contacts and companies |
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We have built a familar tree view system whereby like files and folders on your desktop you are able to expand down and see what company relationships an individual has and then clicking on a company under that contact you are able to see other contacts that company has. |
The one fundamental of any CRM system is that it needs to record the communication that you have with a person or company. Most only record against one or the other. We allow you to post activity to only a contact, only a company or both where the case might require. This means that you can choose what level of information should be stored with contacts and what level with the company. |