To organize B2B clients in Papo CRM (https://papo.global/), the Companies module allows you to search, create, and link contacts to organization profiles. With it, you centralize the conversation history of all employees of an account in a single view, improve segmentation, and prevent important information from being scattered among isolated contacts.
In B2B sales and support, you rarely talk to a single person. There are buyers, managers, directors, and end users within the same organization. Treating each one as a loose contact makes strategic follow-up difficult and can generate duplicate or misaligned messages. The Companies module solves this by separating the individual person from the organization profile.
| Characteristic | Contact | Company |
|---|---|---|
| What it represents | An individual person, such as John Smith. | An organization or company, such as Acme Inc. |
| Main information | Name, phone, email, job title. | Name, website domain, description, and, in flows with the CNPJ Extractor, the CNPJ. |
| Relationship | Can be linked to a Company profile. | Groups multiple contacts and their histories. |
| History view | Conversations and interactions of that person. | Consolidated view of conversations from all linked contacts. |
What you can do in the Companies module
Papo's Companies module brings together the necessary actions to organize corporate accounts without leaving the CRM:
| Action | Description |
|---|---|
| List companies | View registered companies with name, domain, and number of linked contacts. |
| Search companies | Find a company by name or website domain. |
| Create company | Register a new organization with a required name and optional domain and description. |
| Update company | Edit the name, domain, and description of an existing profile. |
| Link contact | Associate an existing CRM contact with the company profile. |
| View linked contacts | List all contacts that are part of that organization. |
| View recent conversations | Access the latest conversations from all company contacts in one place. |
How to organize B2B clients in practice
The recommended flow follows the logic of a complex negotiation: first the account, then the people, and finally the consolidated view.
1. Create the company profile
Register the client or prospect organization in the Companies module. Provide at least the company name. The website domain and description are optional, but they help quickly identify the account and contextualize the relationship.
If you work with active prospecting, you can use Papo's CNPJ Extractor to find companies in bulk and speed up the creation of these profiles.
2. Link existing contacts
After creating the company, associate the people who work there. Papo allows you to link a contact that already exists in the CRM without having to recreate records. For example, if Ana (purchasing manager) and Carlos (IT director) are from Acme Inc., both contact profiles can be linked to the Acme Inc. profile.
This link is what transforms a list of loose contacts into an organized B2B account.
3. Use the 360° account view
When you open the company profile, you find:
- List of linked contacts: all employees of that organization with whom your team has already interacted.
- Recent conversations: a unified feed with the latest messages from all associated contacts, regardless of who handled each conversation.
This centralization allows any agent or salesperson to understand the full context before responding, reducing noise and improving commercial follow-up.
Who this module is for
The Companies module is especially useful for operations that sell or provide support to other companies:
- B2B sales teams: to manage accounts with multiple decision-makers and keep the pipeline organized.
- Account managers: to track relationships with existing clients and identify upsell opportunities.
- Agencies and consultancies: to centralize communication with different departments of each client.
- Customer Success: to have a complete view of account engagement and act before a cancellation.
- Operations with CNPJ Extractor: to organize leads generated in bulk and start follow-up with context.
Frequently asked questions
What is the difference between Contact and Company in Papo CRM?
A Contact represents an individual person, with name, phone, and email. A Company represents the organization and works as a centralizing profile that groups multiple contacts and the conversation history of all of them.
Can I search for a company by website domain?
Yes. The Companies module allows you to search by name or domain, which helps quickly locate an account when you only have the organization's website.
How do I link an existing contact to a company?
Papo allows you to associate an existing CRM contact with the company profile, without the need to create a new record. This link can be made for as many contacts as needed.
Is the Companies module only for B2B sales?
It was designed primarily to organize B2B relationships, but any operation that needs to group contacts by organization can benefit, such as corporate support and account management.
Does the CNPJ Extractor replace manual company registration?
No. The CNPJ Extractor speeds up prospecting by finding companies in bulk, but the Companies module still allows manual creation and updating of profiles.
What appears in the consolidated view of a company?
You see the list of linked contacts and the recent conversations of all these contacts, which offers a 360° view of the relationship with the account.
Read also
- What is Papo's CNPJ Extractor and how can it help my prospecting
- How to use manual Lead Score to adjust a contact's priority
Start for free and organize your companies in Papo CRM →
The first user is R$ 0 to validate the flow of companies, contacts, and conversations in the same panel.