Account management CRM for B2B sales teams
An account management CRM that keeps every business you sell to as one company record — its people and what each of them does, its leads and deals, its timeline and files — with one owner, one domain and no quiet copies, so the whole team sees the same account instead of five separate conversations.
- Every contact linked to their company
- Duplicate companies found and merged
- Archive what's quiet, restore it any time
Kavya Iyer
- kinds of record carried over in a merge
- 8
- domain per company, unique in your workspace
- 1
- list filters, from industry to has deals
- 5
Everything a company record carries
- NameThe business as your team knows it
- DomainUnique within your workspace
- Industry & sizeSo the list can be sliced the way you sell
- OwnerThe one person accountable for the account
- Linked contactsWho works there, and the part each plays
- Custom fieldsWhatever else your team needs to record
The account lives in five inboxes
The owner of Rao Interiors emailed one rep, their finance head called another, and the site manager messaged a third. Each rep thinks they know the account, and none of them can see what the others promised.
The same business, saved three times
Kumar Traders, Kumar Traders & Co and a misspelt copy all sit in the list. Deals are split across them, follow-ups land on the wrong one, and nobody trusts the count of customers.
Old accounts clutter the list for good
A customer goes quiet, so someone deletes the record to tidy up — and with it goes the history you need when they come back next season asking for the same quote.
Every customer account you sell to, in one list
The Companies list searches across every account on the server, not just the page you're looking at. Sort it, and filter by industry, size, owner, whether a company has deals and whether it has contacts. Each row shows how many contacts and deals the company has and who its primary contact is, and the list can be exported as CSV or Excel.
- Search and sort across every company
- Filter by industry, size, owner, has deals or has contacts
- Contact count, deal count and primary contact on each row
- Export the list as CSV or XLSX
The whole account on one page
Open a company and everything about it is in one place: the people who work there, the leads that came from them, the deals in progress and the ones already closed. A timeline shows what has happened with the account, and files such as drawings, price lists and signed quotes sit on the record rather than in someone's downloads folder.
- Linked contacts, with the primary contact marked
- The company's leads and deals side by side
- A timeline of what has happened with the account
- Files kept on the company record
Owner
Know who does what at every account
Link a contact to the company and say what part they play — decision maker, finance, site contact or whatever your team calls it. Mark one of them as the primary contact, so everyone knows who to call first. When someone moves on, unlink them; each contact belongs to one company, so there is never a question about where they sit.
- Link and unlink contacts from the company page
- A relationship type on every linked contact
- One primary contact, shown in the list and on the record
- A contact sits with one company at a time
Duplicate companies, found before they split your history
The duplicates desk pairs up companies whose names start the same way and companies that share a domain, and gives every pair a score so the likeliest copies come first. Each pair shows why it was matched. Merge the real copies, and dismiss the pairs that are genuinely different businesses — a dismissed pair is remembered and doesn't come back.
- Pairs matched on the start of the name and on domain
- A score on every pair, strongest matches first
- The match reason shown beside each pair
- Dismissed pairs are remembered, not suggested again
Merge two companies without losing a thing
Choose which company survives and review what will move before you confirm. Contact links, deals, lead links, activities, follow-ups, conversation threads, tasks and custom field values all move across to the surviving company, so its timeline tells the full story and nobody's open work is left on a record that no longer exists.
- Pick the company that survives the merge
- Contact links, deals and lead links move across
- Activities, follow-ups, tasks and conversation threads follow
- Custom field values are carried over too
Archive quiet accounts, keep their history
Archiving takes a company out of the everyday list without throwing anything away. Archive one company or select several and archive them together, find them again in the archived view, and restore any of them the day the customer comes back. Deleting a company is a separate action, so tidying the list never costs you an account's history.
- Archive one company or many at once
- An archived view that keeps them one click away
- Restore an archived company whenever you need it
- Delete kept separate from archive
One domain, one company
A company's domain is unique within your workspace, so if someone tries to save raointeriors.in on a second record, DigiPix Flow tells them it already belongs to Rao Interiors. Switch on domain matching in settings and a new lead's email domain can be matched to the company that already owns it, so a fresh enquiry from a known business lands next to its account.
- Each domain can belong to only one company
- A clear message naming the company that already has it
- Optional matching of a new lead's email domain
- New enquiries from known businesses sit with their account
The account in your pocket before the meeting
The DigiPix Flow mobile app has the same companies: the list, the company page, its linked contacts, deals, activities and files. Reps can create or edit a company from the car park and log the visit as soon as they walk out, so the office sees what happened without waiting for a call.
- Companies list and company detail on the phone
- Create and edit companies from the app
- Linked contacts, deals, activities and files
- Log an activity straight after the visit
From a new business to one clean account, in five steps
- STEP 01
Create the company
Add its name, domain, industry, size and owner, plus any custom fields your team uses.
- STEP 02
Link its people
Connect contacts with a relationship type and mark the primary contact.
- STEP 03
Find the copies
Review duplicate pairs matched on name and domain, and dismiss the false ones.
- STEP 04
Merge into one
Move contacts, deals, activities, follow-ups and tasks onto the surviving company.
- STEP 05
Archive what's quiet
Take dormant accounts out of the list, and restore them when they return.
Companies in a CRM vs spreadsheets and email threads
| What it covers | Spreadsheets and scattered email threads |  DigiPix Flow |
|---|---|---|
| Who works at the account | Names buried in email signatures | Linked contacts with a relationship type |
| Who to call first | Whoever last spoke to them | A primary contact marked on the company |
| Deals with the account | A separate tab someone forgets to update | The company's leads and deals on its own page |
| Duplicate companies | Spotted when two reps quote the same buyer | Pairs matched on name and domain, then merged |
| The same domain twice | Nothing stops it | Each domain belongs to one company only |
| Dormant accounts | Deleted, and their history with them | Archived, and restored when they return |
| Ownership | Unclear, so everyone follows up or no one does | One owner on every company |
Company questions, answered
What does a company record hold?
A name, a domain, industry, size, website and an owner, plus any custom fields you add. The company page also shows its linked contacts, leads, deals, a timeline of what has happened with the account, and its files.
Can two companies have the same domain?
No. A domain is unique within your workspace. If someone tries to save a domain that is already in use, DigiPix Flow tells them which company it belongs to, so the second record is never created by accident.
Can a contact be linked to two companies at once?
No. Each contact belongs to one company. On that company you can give them a relationship type, such as decision maker or finance, and mark one contact as the primary contact. If they move on, unlink them.
How does DigiPix Flow find duplicate companies?
The duplicates desk pairs companies whose names begin with the same letters and companies that share a domain, and scores each pair so the strongest matches come first. You can merge a pair or dismiss it, and dismissed pairs are remembered so they aren't suggested again.
What happens to deals and activities when I merge two companies?
They move to the company you keep. A merge carries over contact links, deals, lead links, activities, follow-ups, conversation threads, tasks and custom field values, so the surviving company has the full history of both.
What's the difference between archiving and deleting a company?
Archiving hides a company from the everyday list but keeps everything on it, and you can restore it at any time from the archived view. You can also select a batch of companies and archive them in one go. Deleting is a separate action for records you genuinely don't want.
Can new leads be matched to an existing company?
Yes, if you switch it on. With domain matching enabled, a new lead's email domain can be matched to the company that already has that domain, so an enquiry from someone at a business you already know sits with that account.
Can I export my companies?
Yes. The companies list can be exported as a CSV or Excel (XLSX) file, which is handy for sharing an account list with your accountant or checking it in a spreadsheet.
Can a company have more than one owner?
No. Every company has a single owner, the person accountable for the account. Reassign the owner when responsibility changes, and the list filter by owner shows each rep exactly which accounts are theirs.
Can my team work with companies on their phones?
Yes. The mobile app has the companies list and company detail, lets reps create and edit companies, shows linked contacts, deals, activities and files, and lets them log an activity after a visit.
Something we haven't covered? Talk to an expert
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See every account as one clear picture
Talk to an expert — bring your customer list as it is today and see it as companies with their people, deals and history in one place.
- A real person, not a bot
- Bring your current customer list
- See one account end to end