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Company Overview

The company overview page provides a comprehensive view of your relationship with an organization. Learn how to use this page to stay informed and manage company relationships effectively.

Accessing Company Overview​

  1. Navigate to CRM → Companies
  2. Click on any company name
  3. The overview page opens

Overview Page Sections​

The header displays key company information:

  • Logo — Visual identifier
  • Company Name — Official name
  • Industry — Business sector
  • Website — Quick link to their site
  • Primary Contact — Key person at the company

Quick Stats​

At a glance metrics:

StatDescription
Active ProjectsNumber of ongoing projects
Total ClientsPeople associated with this company
Open TasksTasks pending completion
Total RevenueSum of invoiced amounts

Tabs and Sections​

Clients Tab​

View all clients associated with this company:

  • Client name and contact info
  • Role/title at company
  • Last activity date
  • Quick actions (email, call, view)

Projects Tab​

All projects for this company:

  • Project name and status
  • Progress percentage
  • Due dates
  • Assigned team members

Filter by:

  • Status (Active, Completed, On Hold)
  • Date range
  • Team member

Activity Tab​

Timeline of all company-related activity:

  • Emails sent/received
  • Meetings held
  • Notes added
  • Projects updated
  • Files shared

Files Tab​

Documents associated with the company:

  • Contracts and agreements
  • Proposals and presentations
  • Deliverables
  • General documents

Notes Tab​

Company-wide notes and documentation:

  • Meeting summaries
  • Strategic notes
  • Important information
  • Pinned notes at top

Invoices Tab​

Billing history with this company:

  • Invoice list
  • Payment status
  • Total billed
  • Outstanding balance

Company Actions​

From the company overview, you can:

Quick Actions (Top Right)​

ActionDescription
EditModify company information
EmailSend email to primary contact
New ProjectCreate project for this company
Add NoteQuick note addition

Menu Actions (⋮)​

ActionDescription
ArchiveArchive the company
ExportExport company data
DeletePermanently remove (admin only)
View HistorySee all changes

Filtering and Searching​

Within Company View​

Use the search bar within tabs to find specific:

  • Clients by name
  • Projects by title
  • Files by name
  • Notes by content

Date Filtering​

Many tabs support date filtering:

  1. Click Date Range
  2. Select preset or custom range
  3. View filtered results

Company Insights​

The insights panel shows:

Relationship Health​

Indicators based on:

  • Recent activity level
  • Outstanding invoices
  • Open tasks completion rate
  • Communication frequency
  • Monthly/quarterly revenue
  • Comparison to previous periods
  • Outstanding balance

Engagement Metrics​

  • Last contact date
  • Average response time
  • Meeting frequency

Customizing the Overview​

Rearranging Sections​

Drag and drop sections to customize layout:

  1. Hover over section header
  2. Drag to new position
  3. Layout saves automatically

Collapsing Sections​

Hide sections you don't need:

  1. Click the collapse arrow on section header
  2. Section minimizes
  3. Click again to expand

Default View​

Set your preferred default tab:

  1. Click ⋮ menu
  2. Select Set Default View
  3. Choose your preferred tab

Best Practices​

Regular Review​

Schedule periodic company reviews:

  • Check outstanding tasks
  • Review open projects
  • Note any stale relationships
  • Update contact information

Use Tags​

Organize companies with tags:

  • Industry type
  • Relationship stage
  • Priority level
  • Geographic region

Keep Notes Current​

Maintain accurate notes:

  • Document key decisions
  • Record important dates
  • Track preferences
  • Note stakeholders