Managing companies and contacts

Certeef’s CRM lets you centralize your client companies, their key contacts, and your interaction history — without leaving the platform.

Prerequisites

• Administrator role.

1. Create a company

1. In the sidebar, click Companies.
2. Click + New company.
3. Fill in the name, registration number (optional but recommended for invoicing), address, and contact details.
4. Save.

Tip: enter the registration number at creation — it automatically populates the legal information on your quotes and invoices.

2. Add contacts to a company

From a company’s detail page:

1. Click the Contacts tab.
2. Click + Add contact.
3. Enter first name, last name, job title, email, and phone number.
4. Save.

You can add as many contacts as needed. Each contact can also be viewed from the Contacts section in the sidebar.

3. Log an activity (note, call, email)

From a company or contact’s detail page:

1. Go to the Activities tab.
2. Click + New activity.
3. Choose the type: note, phone call, email.
4. Enter the content and save.

Tip: systematically log your sales calls — the history is invaluable when renewing a contract or handing over an account.

4. Link a company to a deal or session

Deals and sessions can be associated with a client company:

• From a deal: use the “Company” field in the deal record.
• From a session: use the “Client” field in the session settings.

This link lets you see all revenue history for a client at a glance.

Important: deleting a company does not erase the deals or sessions linked to it, but it breaks the link. Prefer archiving an inactive company over deleting it.

Next steps

• Manage opportunities — create deals linked to your companies.
• Quotes and invoices — issue commercial documents addressed to a company.
• Manage funding — associate an OPCO or funder with a client company.