The Company Module in HelloCRM is where all your business accounts and organizations are managed. Instead of just tracking individual contacts, the Company Module lets you centralize every company record, associate it with deals, contacts, and activities, and power your B2B workflows with AI-driven insights.

By combining company-level intelligence with integrated communication and reporting, HelloCRM ensures you always have a 360° view of your customers’ organizations.

🔑 Key Features #

Centralized Company Records

• Add, edit, and manage company details (name, website, industry, size, address, etc.).
• Store all organizational data in one place for easy reference.

Contact & Deal Associations

• Link multiple contacts to a single company.
• Associate deals, tickets, and activities with the company record for unified tracking.

AI-Powered Company Insights

• Auto-enrich companies with missing details like domain, size, and industry.
• Get predictive insights on account health, potential revenue, and churn risk.

Segmentation & Filters

• Filter companies by size, industry, location, or custom properties.
• Build Smart Views for targeted account-based marketing and reporting.

Activity Timeline

• See all interactions (emails, WhatsApp chats, SMS, calls) associated with a company.
• Track team activities and engagement history at the organizational level.

Custom Fields & Tags

• Add custom fields to capture unique company data points.
• Use tags to group companies for campaigns or strategic focus (e.g., “Enterprise”, “High Priority”).

🛠️ How to Use #

Step 1: Access the Company Module
From the HelloCRM dashboard, click on Companies in the left navigation panel.

Step 2: Add a New Company

• Click + Add Company
• Enter details (Company Name, Domain, Industry, Size, Address, etc.)
• Save the company to instantly update your CRM.

Step 3: Link Contacts & Deals

• Open a company record.
• Under Associations, add relevant contacts, deals, or tickets.
• This ensures every relationship is tied to the correct company.

Step 4: Segment Companies

• Use filters (e.g., “Industry = SaaS”, “Size > 500 employees”) to refine your company list.
• Save filters as Smart Views for quick access.

Step 5: Track Activities

• View the timeline of communications and tasks under the company profile.
• Log calls, notes, and meetings directly in the record.

🎥 Video Walkthrough #

For a complete guided demo, watch the Company Module Documentation video here:
👉 Watch Video

📊 Best Practices #

• Always associate contacts with the right company to avoid data silos.
• Use tags to prioritize companies (e.g., “Enterprise”, “Upsell Opportunity”).
• Regularly update company details to keep insights accurate.
• Use Smart Views to segment strategic accounts for sales and marketing.