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Companies, clients & contacts

These CRM objects represent the organisations you work with and the people inside them.

ObjectWhat it is
CompanyAny organisation in your database
ClientA company you actively recruit for
ContactA person at a company (hiring manager, HR, decision-maker)

🖼️ Screenshot: A company/client record showing its details, associated contacts, open vacancies, and activity.

Adding a company or client​

  1. Open CRM → Companies (or Clients).
  2. Select Add.
  3. Enter the organisation's details — name, industry/sector, location, website.
  4. Save. You can now add contacts and link vacancies to it.

Adding contacts​

  1. Open a company, or go to CRM → Contacts.
  2. Select Add Contact and enter their name, role, email, and phone.
  3. Link the contact to their company.
  4. Save.

Contacts can be linked to vacancies (for example as the hiring manager) and can be invited to review candidates — see Sharing & collaboration.

Linking vacancies​

Associate a vacancy with a client so applicants, offers, and (for agencies) fees roll up to the right organisation. This drives client-level reports and invoicing.

Activity & relationship history​

Every note, email, task, and vacancy linked to a company or contact builds a history, so anyone on the team can see the full relationship at a glance. See Notes, tasks & files.