Working with companies

How to create a company?

What is a company at IPTel?

A company in IPTel CRM is an object that allows you to store all the important information about business clients: contacts, documents, transactions, tasks, reports, calls, etc. This simplifies customer management at the corporate level by combining all related data in one space.

Step 1: Add a new company

1. In the main menu, go to the "Companies" section.
2. Click the "+ Create a company" button in the upper right corner.

Step 2: Fill in the basic information about the company

• Company name (required field).
• Contact information: phone, email, address.
• Business sector (for example, finance, logistics, medicine).
• The responsible manager.

Step 3: Add linked contacts

1. In the "Contacts" field, link one or more contacts.
2. If the contact hasn't been created yet, use the "+ Add contact" button.

Step 4: Save the data

Make sure that all required fields are filled in and click the "Save" button.

Company card

Main features.

General information: key information about the company.

Contacts: list of related parties with full information.

Documents: access to important files, agreements, and invoices.

Tasks and events: link scheduled tasks for this company.

Change history: all actions and modifications are automatically recorded.

Calls: listen, decrypt, change status.

Comments: add or view comments in the activity feed.

Email: send an email with an attached document.

Deals: track the stages of a sale.

Tickets: view the history of communication.

How to work with companies?

Switching between CRM objects

1. From the company card, you can quickly navigate to contacts, documents, tasks, or deals.
2. Click the desired item in the appropriate section of the company card.

Add subscription items

• Companies can have products or services with regular payments (for example, a monthly subscription).
• To do this, go to the "Subscription products" section:
  • Add the required products and specify the payment frequency.
  • If automation is activated, the system will automatically generate agreements or invoices.

Edit and manage company data

1. Go to the company card.
2. Click the "Edit" button.
3. Update fields or add new contacts, files, or tasks.

Interaction channels and features of IPTel CRM

The following channels can be managed in the company card:

Calls: make calls directly from CRM and view call history.

Emails: send and view emails.

Chats: work with Viber, Telegram, or other integrated messengers.

Documents: create invoices and commercial offers linked to your company.

Automate processes with companies

• Regular tasks: for example, checking reports on a monthly basis.
• Automatic generation of deals thanks to signed products.
• Setting up scenarios for managers through the scripting module.

Frequently asked questions

How do I add a contact to a company?

Go to the company card and use the "+ Add contact" option.

Can I automate invoicing?

Yes, you can use the "Subscription products" section and the "Automation processes" module to automatically create deals and invoices.

How do I view the history of actions?

In the company card, in the "Change history" section, you will find all records of managers' actions.

Do you still have questions? Write to the technical support and get qualified help!