Contacts and companies · Autessa CRM
Companies and accounts
Companies in Autessa CRM are account records with territories, parent companies, departments to any depth, people, deals, contracts and payment milestones. A company’s owner, client status and partner status are always worked out from its people and contracts, never typed, so they can never be out of date.
The problem
Account fields that contradict the truth
In most CRMs someone types “Client” on an account and nobody unticks it when the contract ends. Autessa CRM treats the contact as the record: a company is a client while it has an active contract or a delivery deal, its owners are its people’s owners, and it is a partner when its people are.
What you get
- Columns: company, website, industry, location, territory, people and deals, employees, revenue, LinkedIn, HQ, market, parent, GTM tier and rank, people owners, last contact, relationship and people’s tags.
- Filters: territory (add one inline), relationship, partner or distributor type, parent, industry, state and city, people owner, tags.
- Company drawer: partnership or distributor deal, client deals involved, deals, our business with them, details, tags, activity, departments, people, contracts and payment milestones.
- Departments: add sub-units to any depth.
- A company can be a client and a partner at once, through different departments.
- Bulk: assign territory, assign people, enrich from Apollo, tag and untag people, remove.
- New company checks for likely duplicates first.
How it works
How does companies and accounts work in Autessa CRM?
- 1
Add or import
Companies are matched or created on contact import.
- 2
Organize
Territories, parents and departments.
- 3
Work the account
People, deals, contracts and activity in one drawer.
Every option
Company fields
| Option | What it does |
|---|---|
| Details | Name, website, industry, headquarters, LinkedIn, employees, revenue, parent, notes. |
| Derived | Owners, Client, Partner / distributor: worked out, never typed. |
| Territory | One per company; assign in bulk. |
| Departments | Sub-units to any depth. |
| Tags | A read-only rollup of the people’s tags. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
FAQ
Questions about companies and accounts
Does Autessa CRM do account management?
Yes. Companies hold territories, parents, departments, people, deals, contracts and payment milestones in one record.
Why can’t I set a company to Client by hand?
Because it is worked out: a company is a client while it has an active contract or a deal in delivery, so the status is always correct.
Can a company have departments?
Yes, as sub-units to any depth.
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