Companies in your Sales Hub are the businesses you sell to or work with — your customers, prospects, and the operators who hire you. Each one can have multiple contacts under it.
These are NOT the same as CrewFinder directory listings
Adding a company to your Sales Hub does not create a public CrewFinder listing for them. Your Sales Hub companies are private to you. The CrewFinder directory has its own 25,000+ company database that's separate.
Two ways to add a company
Add a brand-new company
Open Companies in your Sales Hub
Click the Companies tab in the sales nav.
Click + New company
Top right of the page.
Fill in the basics
Company name is required. Website, phone, address, and primary contact are all optional. The address picker auto-completes as you type — pick a real result so we can map the location later.
Save
The company appears in your list. Click in to add notes, attach contacts, or link a deal.
Pull a company in from the CrewFinder directory
If the customer you're adding is already a company on the CrewFinder directory, you can link to their listing instead of typing everything by hand.
Search the CrewFinder directory normally
From the homepage or any search result, find the company.
Open their public profile
On their profile, look for the small <em>Add to Sales Hub</em> link or button.
Confirm the workspace
If you have access to more than one Sales Hub, pick which one to add them to.
Done
We pre-populate the company name, website, phone, address, and any public emails from their listing. You can edit anything afterward; your edits stay private to your Sales Hub.
Linked companies stay linked
When you pull a company in from the directory, we keep the link to their public profile. If they ever update their phone or address on CrewFinder, you'll see a small note on the company in your Sales Hub flagging the change.
Adding contacts to a company
On any company's detail page, the right-rail Contacts card has a + button. You can add a brand-new contact directly attached to the company, or pick an existing contact and link them. One contact can be attached to one company at a time. See Adding contacts.
Searching, sorting, and bulk-editing the list
The Companies list works the same as the Contacts and Deals lists — see Searching, sorting, and bulk-editing your lists for the full guide.
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Adding contacts
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What is the Sales Hub?
A plain-English overview of the Sales Hub — your free in-CrewFinder tool for tracking jobs you're chasing, customers, quotes, and follow-ups.