Keep companies and customer context together

See the people, deals, notes and conversations belonging to the same company in one CRM record. Boei can link a business email address to a company, or you can add the company yourself.

Contact and company views also bring the relationship into focus with a short customer brief and a suggested next action when the available information supports it. Useful facts stated by the customer stay linked to their source conversation, so your team can check the context.

Open CRM > Contacts and choose People or Companies.

Companies with linked people and deals. Example data.

Work with company records.