Company pages in Productive help you organize all aspects of your relationship with a client, from projects and budgets to invoicing and time tracking.
Company Page Tabs
Each company page includes several tabs to help manage client-related activities:
Info: View and edit general company details, including default invoicing settings and contact information.
Projects: View all projects associated with the client and open new ones.
Deals: Oversee all sales deals with the client and add new ones as you progress.
Budgets: See all budgets associated with the client and add new ones.
Invoices: Track all invoices created for the client and create new ones.
People: Organize all contacts within the client's company.
Time: View all time entries recorded on the client's budgets.
Rate cards: Manage rate cards for the client.
Feed: Add free-form text notes for any additional information about the client company, include BCC emails and track changes and updates made to the client company.
Company Custom Fields
Use company custom fields to track additional details or categorize client companies in a way that fits your workflow.
To add a custom field to a specific company, go to the Info tab, find the Custom Fields section, and enter the desired value.
📌 If you haven’t created any custom fields for companies yet, click Add new and manage. This will take you to Settings > Custom Fields, where you can scroll to the Companies section and create new fields.
