Company & Account Management
Every account in one place — with its people, deals, tickets and full history rolled up so you see the whole relationship at a glance.
Overview
Companies are the accounts behind your contacts and deals, holding the full picture of a business relationship: who you know there, what you have sold, what is open and how healthy the account is. Parent-child hierarchies map groups, branches and subsidiaries cleanly.
Because every contact, deal and ticket links to the company, activity rolls up automatically for a true account view. Sales, support and customer success all work the same record on one platform, so nothing about the relationship is siloed.
Explore Customer Relationship Management →- ✓ Complete account-level relationship view
- ✓ Linked contacts, deals and tickets
- ✓ Parent-child company hierarchies
- ✓ Rolled-up activity and revenue
- ✓ Account health at a glance
- ✓ GST and registration details on record
Everything Companies gives you
Account 360
View all contacts, deals, tickets and activity for a company in one place.
Company hierarchy
Map parent groups, subsidiaries and branches with linked records.
Rolled-up metrics
Revenue, open deals and activity aggregate automatically to the account.
Account health
Combine activity, open tickets and renewal dates into one health view to spot at-risk accounts and expansion opportunities.
Business details
Store GST number, registration and billing details on the company record.
Key stakeholders
See decision-makers and their roles across every deal at the account.
How the agent works with Companies
The Flow-Cognition Agent runs a real loop on your Companies data — grounded in your records, governed and logged.
Sense
Reads each account's contacts, deals, tickets and activity.
Decide
Flags accounts going quiet, renewals coming due and expansion signals.
Act
Creates follow-up tasks for the account owner and updates the account record, with every step logged.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Live in four steps
Create
A company record is set up with its core business details.
Link
Contacts, deals and tickets connect to the account automatically.
Structure
Map branches and subsidiaries into a clear hierarchy.
Grow
Use the rolled-up view to renew, expand and protect the account.
Where teams put it to work
Key account managers
KAMs manage large accounts with many contacts and deals from a single company view, seeing the full relationship.
B2B sales teams
Teams selling to organisations track every stakeholder and open opportunity per account without confusion.
Finance and billing
GST and registration details live on the company record, so invoicing pulls the right account information.
The payoff
True account view
All people and activity roll up to show the whole relationship.
Clear org structure
Hierarchies map complex groups and branches accurately.
Protected relationships
Health signals help you spot at-risk accounts early, while there is still time to act.
Aligned teams
Sales, support and success share one account record.
Questions, answered
Every contact links to a company, so you see all the people at an account and their combined activity in one place.
Yes. Parent-child relationships let you represent groups, subsidiaries and branches, with activity visible at each level.
Deals, orders, tickets and interactions linked to contacts aggregate to the company, giving a real-time account-level picture.
Company records hold GST number, registration and billing information, which flows into invoicing and finance on the same platform.
Account health signals combine activity, open tickets and renewals so you can act on accounts that are cooling before they churn.
Related capabilities
Lead Management Software
Every enquiry from every channel lands as a scored, owned lead on one customer record — so sales always works the hottest first.
Deal & Opportunity Management
See every opportunity on a visual pipeline, forecast with confidence and move deals to close without losing a single step.
Contact Management Software
One shared, always-current record of every person you deal with — with their full history of calls, messages and deals in a single view.
Sales Activity Tracking
Calls, emails, tasks and meetings logged automatically on a single timeline — so nothing slips and every next step is clear.
Appointment Scheduling Software
Let customers book time that works, sync it to every calendar and cut no-shows with automatic reminders — all on the customer record.
Meeting Management Software
Schedule, run and log every meeting in one flow — with notes, attendees and outcomes written straight back to the customer record.
See Companies in your workflow
Start free, or get a guided walkthrough with our team — on the one platform that runs Customer Relationship Management and your whole business.