Company records Sales workspace
Four enquiries. One buyer.
Group contacts and deals under the business that is actually buying.
- For teams selling to organisations rather than individuals
Three contacts
PeopleProcurement, operations and a director
Open deal
PipelineQuoted in April, still under discussion
Company details
ProfileSector, size and location on the record
Company records · attached to the contact it belongs to
Why this exists
In B2B the buyer is rarely one person. Four people from the same company email you over six weeks, and the relationship only makes sense when you can see them together.
The clutter
The same company, arriving as strangers.
A procurement manager emails in March, a director calls in April, an assistant fills in a form in May. Each becomes a contact, each is worked by whoever picked it up, and nobody notices they are the same purchase. The second conversation restates the first, and the third undercuts a price already quoted.
Today
- Three contacts that are secretly one purchase.
- A price quoted twice, differently.
- Company knowledge living in one rep’s memory.
With NoClutterCRM
- See the account, not four strangers
- Keep the details you sell against
- Attach the work to the account
In practice
The account is one relationship rather than a coincidence of names.
For teams selling to organisations rather than individuals, in the order the work already happens.
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1
Create or import the companies you sell to.
-
2
Attach contacts to the company that employs them.
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3
Open the company before a call to see the whole account.
Walk through an example
IllustrationSpot that this week’s enquiry is last month’s account.
A new enquiry arrives from an address at a company already in the workspace. Open the company and the earlier contacts and deals are there, so the reply can build on what was quoted rather than starting the relationship again.
What it does
A contact tells you who wrote. A company tells you who is buying.
Group the people you deal with under the business that employs them, so the account is visible rather than scattered across separate contacts.
See the account, not four strangers
A company record gathers its contacts so a colleague can tell that three of this week’s enquiries came from the same business.
Keep the details you sell against
Hold the company’s own details alongside the people, so size, sector or location inform the conversation rather than living in someone’s notes.
Attach the work to the account
Deals and activity connect to the company as well as the person, which is what makes a renewal or a second purchase visible.
Where we draw the line
In B2B the decision is made by several people over several weeks. NoClutterCRM attaches contacts and deals to the company as well as the person, so the relationship survives any one of them changing jobs and a colleague can see the whole account before replying.
Before you start
Questions worth asking first.
Availability
Available to approved private-beta workspaces. Your enabled features and team permissions determine access.
Still unsure? Ask us directly.
Do I have to use companies?
No. If you sell to individuals, contacts alone are enough. Companies exist for teams whose buyer is an organisation rather than a person.
How do we get started?
Request private-beta access and tell us how your team sells today. We will walk through whether Company records fits that workflow, which connections it needs and what to set up first.
Does this work with the rest of the CRM?
Yes — that is the point of it. Company records shares the same contacts, conversations and deals as every other part of the workspace, so work recorded here is visible to whoever picks the customer up next.
Who on the team can use it?
Anyone whose role allows it, once Company records is enabled for the workspace. Access follows your enabled features and each member’s permissions, and — if you run more than one brand — their brand and mailbox memberships. A feature that is switched off does not appear in the sidebar at all.
See the account behind the enquiry.
Request beta access and tell us whether your buyer is usually a person or an organisation.
Private beta · Invite only