The problem
You have six contacts at the same company and no way to see them as one customer. Two reps chase the same organisation without knowing, and nobody can answer a simple question like how much business that company is actually worth to you.
What Accounts does
An account is the company record — the organisation a contact belongs to. Every lead captures its account details as it is created, so the company view builds itself instead of being maintained separately.
Product screenshot to follow
Capabilities
What you get with Accounts
One record per organisation
Name, phone, email, website and full postal address for the company itself, kept apart from the individuals who work there.
Captured with the lead
Account details are part of the lead form, so the company record is created at the same moment as the enquiry rather than being filled in later, if ever.
People grouped by employer
Contacts carry the account they belong to, so several relationships inside one organisation read as one customer instead of six unrelated names.
Ownership and hierarchy
Accounts follow the same manager and sales-person structure as the rest of the CRM, so it is always clear who holds the relationship.
Search and filter
Find an account by name and filter the list by owning manager or sales person, then work down from the company to its people and open deals.
Exportable
The account list exports in a standard format when you need it outside the CRM.
See it running on your own process
Book a walkthrough and we'll show you CherryBerry configured around the way your team actually sells — not a generic demo tenant.