Feature
Contacts, rolled up by company
A contact list answers "who do I know?". It does not answer the questions that actually decide a B2B deal: who else do we know at this company, how much is in play with them, and when did anyone last talk to them? Accounts answers all three, without asking you to create or maintain a single new record.
What you see per account
- People — everyone you know at the company, one click to each contact
- Open deals — how many are live right now
- Open pipeline — the total value still in play
- Weighted pipeline — the same number after stage probability
- Won — what the account has actually closed
- Last activity — the most recent touch from anyone on your team
Nothing to set up
Accounts are derived from the company already recorded on each contact. There is no account object to create, no import, no backfill, and nothing to keep in sync. Add a company to a contact and the account appears; change it and the contact moves. If you have been filling in the company field, your accounts already exist.
It finds your duplicate spellings
Grouping is insensitive to casing, punctuation and legal suffixes, so ACME, Inc., Acme and acme land on one account instead of three. The variants it merged are listed on the account, which turns a data-quality problem that is invisible in a flat contact list into something you can actually see and fix.
Honest totals
Contacts with no company recorded are kept in a separate "No company" bucket and left out of the headline figures, but the count is shown, so you can see what is not being rolled up rather than wondering why the numbers look light. Deals that are not linked to a contact cannot be attributed to a company, so they are counted in no account rather than being folded into an arbitrary one.