This tool is for B2B sales teams using a CRM who need to manage relationships at the company level, not just individual contacts. It adds a company layer to your contact database, allowing you to associate people with their organizations and access key details in one place.

• Company Records: Create a central profile for each client or prospect company to store shared information and documents.
• Staff Directory: Link individual contacts to their company record, creating a searchable directory of all employees you have relationships with.
• Work Detail Fields: Capture job titles, departments, and direct work phone numbers directly on contact records for more precise targeting.
• Bulk Communication: Send emails to all linked contacts at a company from the company record to streamline outreach.
• Notes and Files: Attach relevant files like proposals and invoices, and add internal notes directly to a company's record for team collaboration.