In Productive, the Companies feature allows you to keep track of your clients and manage their related sales deals, budgets, contacts, and projects.

This feature helps simplify client management, providing a centralized location for all relevant information and activities.

To add a new company in-app, navigate to CRM > Companies. This section will display a list of existing companies in your account, complete with filters at the top to help narrow down search results.

You also have the option to upload client company information in bulk through CSV data import. Find out more about this here.

To add a new company, click the violet "+ Company" button at the top right.

Enter the company name and optionally include the company logo. The logo will be displayed across your Productive account in the resource planner, projects, and tables.

Add the company's default currency, full company name, and Tax ID to avoid manual adjustments when opening a deal or budget for the client in question.

Select the default payment terms, tax rate, subsidiary, and invoice template for invoicing this client. Ideally, this information is added here after finalizing the contract with the client.

The details added here will automatically apply to any new sales deals, budgets, and invoices created for this client.
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Once created, you'll be directed to the company's page, which is initially blank.

You can add default contact details by clicking on the "Add phone and email" menu on the company's page in the upper right.

If you use Productive to generate and send invoices, it's vital to maintain precise client company details and update them accordingly.

Change Billing Info

Update the billing information by opening the company contact details in the upper right. This information will appear on the invoices you send to this client.

Multiple Addresses

For companies with multiple addresses, you can select which one is the billing address.

Additional Information

Add any extra information about the company by clicking the Add Field button.

To update the company details like its name, company logo, default currency, Tax ID, or default invoicing settings, navigate to the three-dot menu in the upper-right corner and select "Edit company".

After creating the company and accessing the "Edit company" options, you'll notice a new Company code field. Find out more about adjusting company codes here.

Adjust any of the fields and select Update company to apply the changes.