# 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

1. Open **Companies** and search first.
2. Compare similar names using website, domain, phone, country, address, and known contacts.
3. Select **Create** only when no matching record exists.
4. Enter verified details and the correct account owner when applicable.
5. 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.

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Canonical HTML: https://app.tradegoai.app/docs/smart-crm-companies
Last updated: 2026-08-27

Related documentation:
- [Manage customers and opportunities in Smart CRM](https://app.tradegoai.app/docs/smart-crm)
- [Create and manage people in Smart CRM](https://app.tradegoai.app/docs/smart-crm-people)
- [Track opportunities in Smart CRM](https://app.tradegoai.app/docs/smart-crm-opportunities)