Company Object

Import/Export

There is currently a "business name" field on the contact and a company. Its very confusing.

Currently, you can merge duplicate contacts. Right now we are having an issue with multiple company names being used. Ex: ABC Roofing and ABC Roofing LLC. One employee fills out the form with one and another with the other. Would be helpful to merge those companies to be one and have all the employees associated with it.

I want to be able to make Companies opportunities, and be able to contact all those employees from the same company tabs.

Right now the new Company Object is a 1:Many relationship with contacts. But we need to be able to have a contact belong to multiple companies. eg. Contact A Is a contact on Company Y and also on Company Z We need to know this association and be able to add/remove these associations. So we are still dealing with the person who is Contact A, but we also track and are aware of the different relationships with the company. So if we need to send an email to all contacts at Company Z, this person gets that email. Or if a campaign is going out based on some data in the Company level records, that would mean it goes to only Company Y, Contact A still gets that email campaign as it's known they are associated with the company. Hopefully this is a quick and easy fix.

There should definitely be a feature to download the company data, as you can do this with all other aspects of the system

Right now, the Company object in GoHighLevel can only connect to Contacts. It can't connect to any custom objects we create. This makes it really hard to build CRM systems for businesses where companies (not just individual people) do things. It's coming soon and a timeline is needed B2B USE CASE We're a coaching business that works with law firms. Here's what we need to track: Companies that attend events Companies that have memberships with different levels Companies that make payments and sign contracts Companies that become franchises Companies that have staff and their guests We can't connect the Company object directly to any of these things. This is a big problem. What We're Stuck Doing Instead The only way around this is to store company information on individual Contact records instead. Or create a Custom Object and call is Company. This creates a mess... Duplicate Data Everywhere: If a law firm has 5 people, we have to copy the firm's membership level, renewal date, and other info onto all 5 contact records Constant Updates Needed: When something changes about the company (like they upgrade their membership), we need workflows to update every single contact from that company Hard to Create Reports: We can't easily see what companies did what. We have to do complicated lookups through contacts instead Gets Worse Over Time: The more contacts a company has, the harder it gets to keep everything in sync THE BIG ASK: Let us connect Company objects to custom objects, just like we can connect Contact objects to custom objects. This would let us: Create direct connections: Company to Event, Company to Membership, Company to Revenue/Contracts Create accurate reports about B2B activities WHO ELSE NEEDS THIS: Multiple people from the same company use your services You need to track what companies do (not just what individuals do) You run B2B operations

I totally agree with all the comments on here, I have a major client who has been waiting for this feature and I had hoped the update rolled out in Labs would address it - but all it did was allow custom fields to be added to a slide in panel under the “Company”tab. This is a basic functionality in all other CRM’s and if we get this right it will open up so many opportunities, the four areas I have spoken to Shaun and Pallavi about are: Custom Fields to show under the Contact / Company tab - it still seems to be locked here and linked to the Company Automation set up - surely if we can add a Custom Field to the Custom Object they should show on the left hand side - exactly the same as the do on a Contact record? And sorted in folders etc. Company Level Activity Feed - again - just the same as in a Contact record - where we can track all conversations with a Contact - all conversations and activity with a Company needs to be in place - as do many people are stating on this thread - in B2B you are talking to multiple contacts in a company and so having one place to see all of these is critical and then the ability to click on a conversation to take you through to Contact level. Company Associations - This seems to have disappeared from the Contact / Company record - There should be an easy way to see every contact associated with a company? It is possible going in to the COmpany by searching the company name and then going in through "Associations" - so the data is there - it is just not that obvious or on the Company record if you go in from a Contact. Company Custom Fields in Forms - Finally we tried adding some of the custom fields from the Company Object into forms and the option does not appear - you can still only choose between Contact or Opportunity fields. Really need this sorting to blow up in the B2B space - keep upvoting and let’s see it happen in Q1 :)

Some companies are associated with each other: ✅ Types of Company-to-Company Associations in a CRM 🔁 1. Parent-Child Relationships Used to define organizational hierarchy. Example: Parent: Coca-Cola Global Child: Coca-Cola UK, Coca-Cola Bottling Co. 🤝 2. Partner Organizations Two companies collaborating or in a strategic alliance. Often tracked to manage referrals, joint clients, or shared activities. 🧾 3. Vendor / Supplier Relationships One company supplies goods or services to another. Tracked to manage procurement, deliveries, or contracts. 🛒 4. Reseller / Distributor Relationships One company sells products on behalf of another. Useful for commission tracking or channel management. 💼 5. Client / Customer Companies The primary B2B relationship where one company buys from another. 🧑‍💼 6. Affiliate / Referral Partners Tracked to record referred leads, performance, and rewards. 🤝 7. Joint Venture Associations Companies collaborate on a specific deal or project, often time-bound. 🧠 8. Subsidiary / Sister Company Companies owned by the same parent but tracked separately. 🔄 9. Franchise Relationships One company operates under another’s brand/system 🔗 10. Technology / Integration Partners Companies whose products or services integrate with each other. Tracked for co-selling or joint technical support.

Some of my clients have thousands of company records. It would be great if they could tag companies and create smart lists for them as well.