Complete company profiles
Record industry, website, email, phones, tax number, employee count, and annual revenue with currency on every account.
CRM Feature
Company Account Management for B2B Sales Teams
Keep every customer company in one accountable record — industry, size, revenue, tax details, billing and shipping addresses, an owner on your team, and the contacts, deals, activities, and notes connected to it.
Company profiles with revenue data
Owner accountability
Connected contacts and deals
Account activity in the CRM overview
Won revenue and pipeline metrics on the dashboard roll up from deals attached to company accounts.
Overview
Organize the Companies Behind Your Revenue
Account records in TenantSaaS CRM describe the organizations you sell to: company name, industry, website, email, primary and secondary phone numbers, tax number, employee count, annual revenue with currency, and separate billing and shipping addresses. Each account gets an automatic reference code and an owner from your workspace.
Accounts progress through Prospect, Active, Inactive, and Former statuses, so the same record tells you whether a company is a target, a customer, or a past relationship. Completed activities update the account’s last-contacted date automatically.
Capabilities
What Accounts Can Do
Every capability below reflects functionality implemented in the TenantSaaS CRM module.
Lifecycle statuses
Track each company as Prospect, Active, Inactive, or Former — the record reflects the real state of the relationship.
Billing and shipping addresses
Store separate billing and shipping addresses in dedicated, collapsible form sections.
Owner accountability
Assign each account to a workspace member so every company relationship has a responsible owner.
Connected records
See the contacts who work at the company and log activities, tasks, and notes directly on the account.
Automatic reference codes
Accounts receive generated codes with a prefix you configure in CRM settings, making them easy to reference and search.
Record Management
Working with Accounts Day to Day
- Create, view, edit, soft-delete, and restore accounts with workspace-scoped access.
- Search by code, name, email, or phone — including workspace-wide global search.
- Filter by multiple statuses, owner, and trashed records.
- Sort by name, code, status, annual revenue, or last-contacted date.
- Toggle columns like phone, revenue, and last-contacted to fit your workflow.
- Organize accounts with colored CRM tags and account-specific custom fields.
How It Works
The Accounts Workflow
This flow follows the statuses, actions, and events implemented in the CRM module.
Create or convert
Add company accounts directly, or let lead conversion create one from the lead’s company name, website, and contact details.
Start as Prospect
New and converted accounts begin as prospects with an owner responsible for developing the relationship.
Attach people and deals
Link contacts to the account and open deals against it, so the company record shows the whole relationship.
Work the account
Log meetings, calls, and follow-ups on the account; completed activities stamp its last-contacted date.
Update the lifecycle
Move the account to Active when it becomes a customer, or Inactive/Former as the relationship changes.
Dashboard & Analytics
How Accounts Shows Up in CRM Analytics
These metrics and reports are part of the implemented CRM dashboard and reports pages.
- Won revenue and pipeline value metrics roll up from deals attached to accounts.
- Account tables sort by annual revenue and last-contacted date for quick portfolio reviews.
See the full picture on the CRM Dashboard and CRM Reports pages.
CRM analytics view
Metrics and charts from the implemented CRM dashboard.
Access Control
Who Can See and Manage Accounts
Accounts use owner-based visibility. Workspace owners, CRM managers, and team admins see every account; other users see accounts they own or created.
Accounts are scoped to one workspace with policy-verified membership.
Role permissions govern viewing, creating, editing, deleting, and restoring accounts.
A workspace setting can broaden visibility for all sales users.
FAQ
Account & Company Management FAQ
Answers reflect the CRM implementation that ships with TenantSaaS.
What company information can an account store?
Name, industry, website, email, primary and secondary phones, tax number, employee count, annual revenue with currency, a description, and separate billing and shipping addresses.
Which account statuses are available?
Accounts move through Prospect, Active, Inactive, and Former statuses. New accounts default to Prospect.
How do accounts relate to contacts and deals?
Contacts can belong to an account, and deals reference an account, so a company record connects to both its people and its revenue.
Can accounts be created from leads?
Yes. Converting a lead with a company name creates a new prospect account — or reuses an existing one — and carries over the website, email, and phone.
How do I know when a company was last contacted?
Completing a related CRM activity updates the account’s last-contacted date automatically.
Who can see and edit accounts?
Workspace owners, CRM managers, and team admins see all accounts. Other users see accounts they own or created, unless broader sales visibility is enabled in workspace settings.
Put Account & Company Management to Work
Start a free TenantSaaS workspace and manage accounts alongside the rest of the CRM module.