CRM Company
Tracks a company as part of a CRM function
By
AnyDB
The CRM Company template in AnyDB is a centralized record for managing and tracking companies within a CRM system. It serves as the primary profile hub for each organization in a business's sales pipeline and links directly to other templates such as contacts, deals, and invoices. This template is ideal for sales, account management, and business development teams.
Suitable for
Description
This template stores core information about a company, including its name, industry, size, type, headquarters, domain, and LinkedIn profile. It connects to child records such as contacts, invoices, and deals—allowing users to view a full relationship graph from one place.
It features auto-calculated badges that summarize total deal value, lifetime value (LTV), open deal value, open weighted deal value, new business, and expansion revenue. These figures dynamically update as deals linked to the company change status. Color-coded badges highlight financial insights and priority metrics.
The template also includes space for company description, location (city/state/country), timezone, domain, website, address, and more—offering a complete, enriched CRM view for each company record.
Key Data Stored
- Company Name, Industry, and Type
- Company Size Categorization – Ranges from small businesses to enterprises
- Annual Revenue and Deal Value Metrics
- Contact Info – Website, domain, LinkedIn, phone
- Address Details – City, State, Country, Timezone
- Open, Closed, and Weighted Deal Values
- Lifetime Value (LTV), New Business, Expansion Revenue
- Invoice Summary – Tracks unpaid invoices and total invoice value
- Primary Contact – Reference field linked to a related contact record
- Related Attachments – Embedded references to contacts, invoices, and deals
Business Use Cases
- Sales Pipeline Management – Consolidate all company-related CRM data into one place
- Account-Based Selling – Provide reps a full view of account activity, financial metrics, and relationships
- Revenue Forecasting – Summarize open and weighted pipeline revenue
- Customer Relationship Management – Link contacts, invoices, and communications for full visibility
- Collections Monitoring – Track unpaid invoices and open balances at the company level
Why This Template is Powerful
- Centralized CRM View – Combines account-level data, deals, contacts, and billing into a unified profile
- Live Financial Summaries – Key revenue and invoice metrics are automatically updated
- Highly Interconnected – Designed to link with AnyDB CRM Contacts, Deals, and Invoices templates
- Visual Financial Badges – Highlights sales and finance performance metrics at a glance
- Flexible and Extensible – Easily adapts for use across different teams (sales, success, finance)
This CRM Company template is the foundation of a connected CRM system in AnyDB—allowing teams to manage, track, and grow business relationships through a structured, data-driven lens.