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Creating Companies

Companies in Shorebird OS represent the organizations your clients belong to. Creating company records helps you organize clients, track organizational relationships, and get a high-level view of your work with each organization.

When to Create a Company​

Create a company when:

  • ✅ You have multiple clients from the same organization
  • ✅ You want to track work at the organizational level
  • ✅ You need to associate projects with a business entity
  • ✅ You're managing B2B relationships

Creating a Company​

From the Companies List​

  1. Navigate to CRM → Companies
  2. Click + Add Company
  3. Fill in the company details
  4. Click Save

While Adding a Client​

  1. When adding a client, find the Company field
  2. Start typing the company name
  3. If no match is found, click + Create "[Company Name]"
  4. A quick form appears for basic company info
  5. Complete and save

Company Information Fields​

Basic Information​

FieldDescriptionRequired
Company NameOfficial business name✅ Yes
IndustryBusiness industry/sectorNo
WebsiteCompany website URLNo
PhoneMain phone numberNo
EmailGeneral company emailNo

Address​

FieldDescription
Street AddressStreet address line(s)
CityCity name
State/ProvinceState or province
Postal CodeZIP or postal code
CountryCountry

Additional Details​

FieldDescription
LogoCompany logo (for visual identification)
DescriptionNotes about the company
TagsOrganizational tags
Custom FieldsAny configured custom fields

A logo helps quickly identify companies in lists:

  1. Open the company record (or create new)
  2. Click the logo placeholder
  3. Upload an image (PNG, JPG, or SVG)
  4. Crop if needed
  5. Save
Logo Best Practices
  • Use square images (1:1 ratio)
  • Minimum 200x200 pixels
  • Transparent background (PNG) works best

Company Hierarchy​

For complex organizations, you can set up parent-child relationships:

Setting a Parent Company​

  1. Open or create a company
  2. Find the Parent Company field
  3. Search for and select the parent organization
  4. Save

This is useful for:

  • Subsidiaries
  • Regional offices
  • Franchise relationships
  • Corporate structures

Viewing Subsidiaries​

  1. Open a parent company
  2. Look for the Subsidiaries section
  3. View all child companies

Importing Companies​

To add multiple companies at once:

  1. Go to CRM → Companies
  2. Click ⋮ menu → Import
  3. Download the CSV template
  4. Fill in your data
  5. Upload and map columns
  6. Import

CSV Format​

name,industry,website,phone,email,address,city,state,country
Acme Corporation,Technology,https://acme.com,555-0100,info@acme.com,123 Main St,New York,NY,USA
Beta Industries,Manufacturing,https://beta.co,555-0200,hello@beta.co,456 Oak Ave,Chicago,IL,USA

Company Settings​

Configure how companies work in your workspace:

Required Fields​

Administrators can set which fields are required:

  1. Go to Settings → CRM → Companies
  2. Toggle required fields
  3. Save

Custom Fields​

Add custom fields for your specific needs:

  1. Go to Settings → Custom Fields
  2. Select Companies
  3. Click + Add Field
  4. Configure field type and options
  5. Save