Companies hold the organizations in your world: employers of your supporters, sponsors, vendors, and institutional partners. Each company page shows its details and the people connected to it, with counts on every tab.
Add a company
- 1Open CompaniesFrom People, click the Companies tab under the header. Browse or search existing companies first to avoid creating a twin.
- 2Click the + buttonFill in the name and any contact details you have.
- 3Connect peopleLink people to the company so both sides show the relationship.
Fill the gaps with Google
While adding a company, tab out of the Company Name field and pplCRM looks it up on Google Places right away, filling the website, phone, industry, and description only where they are blank. The values appear in the form so you can review and edit them before you press Create. Nothing is saved until you do, and anything you typed is never touched. If a company with that name already exists, a hint appears under the name so you can catch a duplicate before saving; you can still save if it is genuinely a separate record.
For companies that already exist, press Enrich on the company page to run the same lookup in the background. Once a company has been enriched the button reads Re-check Google so you can refresh it later.
Deleting a company keeps the people
Companies are grouped from each person’s employer. Deleting a company clears only the grouping. Everyone keeps their person record, they just lose the employer link. Companies get the full grid toolkit (filters, tags, CSV import and export, and inline editing) plus their own view in the Duplicates finder.
