Companies represent the organizations where the people you contact work. In Robosme, the Company record is at the center of all customer-related operations.

Through a Company:

• Contacts
• Leads
• Sales, Quotes, Orders
• Cases
• Activities and documents

can be tracked from a single place. Thus, all company-based relationships and processes are managed holistically.

Creating Company Records

Companies can be added to the system through different channels:

• Through the Lead qualification process
• From the New Company record form
• By performing bulk data import with Excel
• From different applications through integrations

Thanks to this flexibility, companies become a common reference point in sales, service, and marketing processes.

Company Information and Structure

Company record contains:

• Relationship types such as customer, partner, supplier
• The company's industry, size, and commercial information

The Company record is the main reference point in Robosme where all commercial and operational processes related to the customer are linked.

Timeline and Interactions

All interactions with the Company are tracked through the Timeline.

From here:

• Phone calls
• Emails
• Messages
• Meetings
• Notes and documents

can be associated with the company record. This way, company history is not lost and can be seen by the entire team.

Address Management (Company)

Address and contact information in company records is used as a reference for commercial and operational processes carried out with the company.

Address Management

• A Primary Address can be defined for each Company
• The Address tab in the Company form shows primary address information
• Changes made in this field directly update the primary address
• To define multiple addresses, a new address can be added from the Addresses section
• The primary address can be changed from the address list when desired

The address structure is used as the main reference in sales, invoicing, delivery, and operational processes.

Contact Information

• Phone, email, and similar contact information is kept on the company record
• This information is stored in table structure; separate records are not automatically created