Company Records
Organize business relationships and associated contacts.
Group contacts under company records so you can manage B2B relationships with everyone attached.
OmniSuite
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What is Company Records?
The business problem it solves
Organize business relationships and associated contacts. Without it, the work that company records handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- B2B organization
- All contacts under one company
- Account-level view
Three simple steps
Add a business record.
Link related contacts.
View the whole account.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
Company Records reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Related features
Frequently asked questions
Some Company Records capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put Company Records to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.