Sign In Start for free

Documentation

TradeGo AI platform overview Get started with TradeGo AI Choose the right TradeGo AI product Prepare your company and product data Navigate TradeGo AI, confirm team access, and change language TradeGo AI glossary Develop potential buyers with TradePilot Work from TradePilot Today Manage development accounts in TradePilot Import potential buyers into TradePilot Use the TradePilot buyer workspace Handle customer replies and prepare quotations Transfer a qualified TradePilot buyer to CRM Manage customers and opportunities in Smart CRM Open Smart CRM from TradeGo AI Create and manage people in Smart CRM Create and manage companies in Smart CRM Track opportunities in Smart CRM Manage tasks and notes in Smart CRM Use Smart CRM lists, boards, filters, and record views Create and manage Smart CRM custom fields Import Smart CRM records from CSV Review Smart CRM import history and errors Create your company workspace Build reusable customer profiles Add and maintain product assets Create sales playbooks Review and manage Personal AI Memory Verify email addresses Optimize content for generative search Draft a customer email reply Create and review social copy Generate product catalogs Analyze a landing page Generate a proforma invoice Research, draft, and publish SEO content Create B2B product image sets Build enterprise video scripts Install and use TradeGo AI Translator Review contract risks with TradeShield Enrich and manage lead ads Create and manage quotations Create videos in Video Lab Format WooCommerce product content Use the Mail Workspace Connect an email account Connect applications to TradePilot Review and troubleshoot application connections Manage your profile and language Understand teams, roles, and product access Understand plans, subscriptions, and credits Top up credits and redeem a promotion code Review AI usage and billing records Review orders, payments, and receipts Join and manage the affiliate program Protect customer data and credentials Resolve sign-in, SSO, team, and 403 errors Research companies and markets with TradeClaw Write an effective TradeClaw research request Review TradeClaw sources and evidence boundaries Manage TradeClaw conversations and saved results Continue and share a TradeClaw research session Understand TradeClaw usage, credits, and limits Find and use products in Tool Market Resolve team and product access issues Manage Subscriptions, Credits, and Billing Records Protect customer data and account credentials TradeGo AI FAQ and support Resolve failed tool runs, missing results, and credit questions

#Create and manage companies in Smart CRM

Company records provide the shared organization context for customer contacts, opportunities, tasks, notes, and approved custom fields.

#Who this is for

Use this guide when a customer, prospect, partner, or supplier organization needs an ongoing shared record.

#Create a company

Open Companies and search first.
Compare similar names using website, domain, phone, country, address, and known contacts.
Select Create only when no matching record exists.
Enter verified details and the correct account owner when applicable.
Save, then link people, tasks, notes, and opportunities to this company.

#Maintain one organization record

Update the existing company as information changes. Do not create a second record just to record a new contact, meeting, or opportunity. Open the company record to review related people, tasks, and notes in one context.

#FAQ

#How do I distinguish companies with similar names?

Compare website, email domain, phone, country, address, and known contacts before creating or editing a company.

#Where should meeting context be stored?

Use a note linked to the company or related record; keep reusable structured facts in the appropriate standard or custom field.

Last updated: 2026-08-27

Manage customers and opportunities in Smart CRM

Open Smart CRM through TradeGo AI, maintain the five core record types, use views and custom fields, import CSV data, and continue qualified TradePilot buyers.

Create and manage people in Smart CRM

Create customer contacts, connect them to the correct company, use verified details, and keep tasks and notes in the contact context.

Track opportunities in Smart CRM

Create an opportunity for a real potential deal, keep its stage aligned with evidence, and use the list or board to manage progress.