Company Accounts (B2B)
The Company Accounts feature allows agencies to manage businesses as clients while supporting multiple contacts under the same company. This makes it easier to collaborate with teams, send proposals or invoices at the company level, and maintain a clear relationship between people and the organization they belong to.
Company accounts work alongside existing individual clients, so agencies can support both B2B (companies) and B2C (individuals) without changing their current workflow.
Companies and their members can be accessed and managed from both the Clients and Leads sections.
What You Can Do
Create a company profile and assign an owner
Add multiple members to a company
Send proposals, invoices, and orders to companies
Convert leads into company accounts
Allow company members to access shared company items
Manage company information and member lists
Grant embed access to entire companies
Maintain existing individual client workflows
Why It Matters
Supports agencies that work with business clients
Keeps multiple contacts organized under one company
Simplifies billing and proposal workflows for B2B clients
Reduces duplicate client records
Improves collaboration between agency teams and company contacts
Who Can Use This
Super Admin
Admin
Accessing Company Accounts
Company accounts can be accessed from:
Clients → Companies Leads → Company Leads
Companies appear alongside individual clients but are treated as a separate entity.
Creating a Company
To create a company:
Navigate to Clients
Click the Companies Tab
Click Create Company from the right side
Enter the minimum required information (Company Name, Industry, Owner name, Country, City )
Save the company profile
Required Fields
Company Name
Industry
Company Owner name with email
Country
City
Optional Fields
Company Logo
Website
Phone number
Street Address
Tax ID
State
Zip code
After creating a company, you are automatically redirected to the Company Profile page.
Company Profile
The Company Profile contains two main sections:
General Information (at the left side)
Displays company details, including:
Website
Phone Number
Industry
Tax ID
Street Address
Country
State
City
Zip Code
Member List (at the right side)
Lists all contacts associated with the company.
The first member added automatically becomes the Owner Contact.
You can add or delete member from here
Company Status
Each company has an Active toggle
If a company is disabled:
All company members lose access to the client portal
The company cannot interact with proposals, orders, or invoices
Managing Company Members
Companies can have multiple members associated with them.
To add members:
Open the Company Profile
Go to the Members section
Click Add Member
Enter one or more email addresses
Send invitations
Member Behavior
Adding a member automatically creates an individual client record and client portal
Existing members will be able to log in to their portal like before, and the new ones will get an email with the URL link and credentials to log in to their portal
All members have equal access in this version
Members appear only under the Company → Members section
Sending to a Company
Companies can be selected anywhere a client is selected.
This applies to:
Proposals
Invoices
Orders
Send To Behavior
When selecting a company:
The Company Owner is selected as the default recipient
You can switch the recipient to any company member
Billing and address information automatically populate from the company profile
Switching between company and individual contacts does not affect service items or pricing.
Lead Conversion
Leads can be converted into either individuals or companies.
Lead Types
Leads can be marked as:
Individual
Company
Conversion Behavior
When converting a lead:
Individual lead → Individual client
Company lead → Company account
Only one entity is created during conversion.
The system prevents duplicate company creation.
Company leads are visually marked with a Company indicator (C).
Companies in Client Lists
Company accounts are kept separate from individual clients.
Key behaviors include:
Companies can be added to Client Groups
Individual client creation does not include a company field
Client lists remain organized between individuals and companies
Embeds & Company Access
Embed visibility can include companies.
Navigate to:
Embeds → Visibility
You can choose:
All clients
Specific clients
Specific Clients
The client picker supports both:
Companies
Individual clients
Selecting a company grants access to all company members.
Company Client Portal View
When company members log into the portal:
The company name appears in the sidebar
Members can view shared company items
The company profile is visible
Requests and tasks are displayed without an individual client column
All company members see the same shared company information.
Rules to Follow
The following rules apply to company accounts:
A company must always have an owner
Company members only appear under Company → Members
Proposals and invoices cannot be sent directly to a member without selecting the company
Selecting a company automatically selects the owner contact
Selecting a member automatically links the company
All members have equal permissions in this version
Notifications are sent only to the company owner
Company members also exist as individual clients
Deleting a company removes its associated clients
Additional Notes
The system handles the following situations:
Removing the company owner is blocked until a new owner is assigned
Deactivating a company removes access for all members
Deleting a member keeps the individual client record
Duplicate company creation from leads is prevented
A company owner can belong to another company
Company accounts do not introduce advanced permissions in this version
Billing and approval workflows remain unchanged
The feature is designed to remain compatible with existing individual client workflows
Agencies can continue operating with both B2B and B2C clients without changing their processes
If you remove a member from the company, he/she will be removed from the whole workspace. You will have to add him/her again.
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