Adding a Company in CRM

Add companies to CRM. You can track the activity log of a company, send emails, schedule meetings, add contacts and set a default currency.

Adding a company in CRM:


- * Go to CRM on the Navigation Menu.


- * Select Companies from the dropdown options.


- * Click New Company.


- * Enter the Company’s General information – Name, Photo, Email, Phone number, Website, etc.


- * Define the Company’s CRM information in the CRM Contact section – Company’s contact person, Acquisition stage, Owner of contact, Source, etc.


- * Enter the Billing and Address details.


- * Then, Save.

On Akaunting’s CRM, a Contact differs from a Company. Multiple contacts can be created and added to a company. The company captures information about your team and other information, such as the tax number and address.

**Importing Companies**

Go to CRM on the Navigation Menu and select Companies from the dropdown options.


- * Select Import Company.

The allowed file types are XLS and XLSX. You are only allowed a maximum of 500 rows.


- * Download the sample file to fill in your data.

The sample file has tabs for contacts, company contacts, emails, notes, schedules, logs, and tasks.


- * Upload the file to Akaunting after updating the file with company data.


- * Click Import.

Updated on: 23/03/2025