Your customers are the core of your business. Keep track of all of your account details in one location.
Use our Companies module to manage all of your clients, partners, suppliers, and potential leads. Each Company record includes an at-a-glance overview of recent activity, important information, and a full list of contacts.
See upcoming appointments and tasks, recent activity notes, and linked opportunities and jobs! Use the “Quick Create” feature to create notes, appointments or tasks directly from the company record.