Organizations (B2B)
Company records with their own roster, pipeline and history.
3:10 walkthrough, recorded on real data.
Organizations (B2B)
Organizations hold company-level data and link many contacts. Each has tabs for notes, conversation, emails, campaigns, files, tickets and activity, plus a contact roster where you set the primary contact. A tenant setting lets the pipeline run on organizations instead of people.
In this video
- The organizations list and board
- Opening a company and its stakeholder cards
- Setting the primary contact
- The preview drawer and unified notes and calls
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Many contacts, one company
Attach and detach people, and mark the primary contact.
Its own pipeline board
Drag companies across stages when the pipeline is company-based.
Unified history
Notes, conversation, emails, campaigns, files and tickets on one record.
B2B imports land here
Searches from the business database create the organization and its contacts together.
Watch next
All 31 walkthroughsContact details
4:17A contact's whole story in one record.
Drag-and-drop pipelines with per-company stages and forecasting.
145 million B2B contacts, wired into the CRM.
See it on your own data
Book 20 minutes and we will walk through Organizations (B2B) live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer