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BuildRunKit CRM: Companies Sub-Section

BuildRunKit CRM: Companies Sub-Section

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The Companies sub-section provides central organizational tracking for client businesses, partner organizations, and parent accounts.

Header & Action Buttons

  • + New Company: Direct action button to open the company setup modal.

  • Generate Report: Opens the CRM Companies Report export modal:

    • Export Count: Displays total targeted organization records (e.g., Exporting 1 records).

    • Export Format Options: Allows instant downloads via Export as PDF or Export as CSV.

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Company Summary Metrics

Top KPI cards display key account breakdown totals:

  • Total Companies: Tracks the overall number of registered organization profiles.

  • Linked Contacts: Counts individual contact records attached across all company profiles.

  • Companies w/o Contacts: Identifies orphaned company records requiring contact assignment.

  • Average Contacts/Co: Displays the mean contact ratio per parent organization profile.

  • Created This Month: Highlights recent client onboarding growth and newly registered companies.

Directory Controls & Search Bar

  • Search companies...: Global filter input for locating accounts by name or description keywords.

  • View Switches: Toggle viewing modes between Table (list layout) and Grid (card layout).

  • Rows per page: Dropdown selector to control row density per page (e.g., 10 rows).

  • Pagination: Standard directional controls to step through company pages.

Companies Table Data Columns

  • Name: Primary registered company or trading entity name.

  • Description: High-level summary of the company's business focus or internal account notes.

  • Contacts: Total linked contact profiles associated with the organization.

Row Actions Menu (...)

Clicking the three dots icon on any company row displays quick record management actions:

  • View: Opens the dedicated company profile view showing linked contacts, attached deals, and account history.

  • Edit: Opens the setup editor to update organization details, company descriptions, or associated profiles.

  • Delete: Removes the organization record from the CRM directory.

BuildRunKit CRM: Adding a New Company

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Clicking the + New Company button opens the creation modal to register a new organization profile:

    Name *: Required field to enter the company or trading name.

    Description: Multi-line text field to log details, business focus, or general account notes.

    Owner: Dropdown selector to assign account responsibility to active team members within your workspace.

    Modal Actions: Click Cancel to discard or Save to create the record.

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