In Productive, the Companies feature lets you manage client-related information in one place.
Use it to keep track of clients, sales deals, budgets, contacts, and projects. This central hub makes client management more organized and accessible.
How to Add Companies
To add a new company, go to CRM > Companies. This section lists all existing companies in your account and includes filters to help you search and organize results.
📌 You can also import company data in bulk via CSV if you're adding multiple clients at once.
Adding a New Company In-App
Click the violet + Company button in the upper-right corner to start.
1) Add Company Details
Enter the company name and optionally include the company logo.
📌 The logo will be displayed across your Productive account in the Resource Planner, client projects, and tables.
2) Additional Information
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.
3) Default Invoicing Settings
Select the default subsidiary, tax rate, payment terms, and invoice template for invoicing this client. Ideally, this information is added here after finalizing the contract with the client.
If you plan on using E-Invoicing features, add the necessary details for the client under E-Invoicing settings.
The details added here will automatically apply to any new sales deals, budgets, and invoices created for this client.
4) Create Company
Once you click Create company, you’ll be redirected to the the company's page.
All the details you entered will appear in the Info tab, where you can adjust or add more information at any time.
Contact Details
To add contact information for the company, select + Add contact field. You can enter a phone number, email address, physical address, or website.
📌 These details help keep client records consistent and make invoicing or communication easier.
Contact Details
If you generate invoices in Productive, make sure the company’s billing information is accurate.
Default Billing Address
Click on the Address field to add billing details. The first address you add will be used as the default on invoices and proposals.
Multiple Addresses
Add additional addresses via + Add contact field > Address. Rename the field (e.g., “Headquarters” or “Branch Office”) and confirm by selecting + Create new option.
You can then set any address as the default.
Additional Fields
Use + Add contact field to include multiple entries for websites, phone numbers, or other company details.
Editing Company Details
To update a company’s name or logo, open the three-dot menu in the upper-right corner and select Edit company.
For details like currency, Tax ID, or invoicing defaults, go to the Info tab and edit fields directly.
Company Code
Each company in Productive is assigned a unique company code. This code is used for invoice numbering and can also be applied when formatting project, budget, or purchase order (PO) numbers.
By default, the code is generated from the first four letters of the company’s name.
If that code is already taken, a number will be added to differentiate it.
You can change the code anytime by editing the company’s details in the Info tab.
