Companies

Companies represent organizations associated with customers in the Tiquo CRM.

A company profile allows businesses to group customers who belong to the same organization, employer, or tenant. This is particularly useful for corporate clients, coworking tenants, enterprise customers, or membership organizations.

By linking customers to companies, businesses can manage relationships at both the individual and organizational level.

Company Profiles

A company profile stores information about an organization and its associated customers.

Each company can contain multiple customers who are connected through employment, membership, or other relationships.

Company profiles help staff identify groups of related customers and manage organizational relationships more effectively.

Creating a Company

Companies can be created from the Customers section of the platform.

When creating a company, staff can enter information about the organization and define email domains used to associate customers with that company.

A company can be created either:

• From existing customer email domains detected in the CRM
• Manually by entering company details

This allows companies to be created quickly when customers from the same organization already exist in the system.

Company Information

A company profile can contain the following information:

• Company logo
• Trading name
• Legal name
• Main company email
• Main company phone number
• Website links
• Corporate email domains

The trading name is required when creating a company.

The legal name is optional and can be used to record the official registered name of the organization.

Company Detail Page

The company detail page gives staff a single workspace for reviewing and managing an organization-level account.

The top of the page shows company identity information, contact details, domains, and account status. A dedicated Company Detail section summarizes company-level activity so staff can understand the account before opening individual tabs.

This section includes:

• Associated customer count
• Total orders linked to the company
• Total spend across linked company activity
• Average order value
• Company contact details such as email, phone, and website

Company metrics are calculated from the platform's analytics data, using orders and active customer relationships connected to the company.

Below the Company Detail section, staff can use the company page tabs to manage:

• Associated customers and their company roles
• Company orders
• Documents and forms
• Memberships and inherited benefits
• Activity history
• Notes

This layout keeps company-level performance visible while still giving staff access to the operational records connected to the company.

Corporate Email Domains

Companies can define corporate email domains.

Example: company.com

When a customer has an email address using a registered company domain, the platform automatically associates that customer with the company.

This applies to:

• Existing customers
• Newly created customers

Consumer email domains such as Gmail or Yahoo are not accepted for company domain linking.

This automatic association helps organizations manage large groups of customers belonging to the same company.

Customer Association

Customers can be associated with companies in two ways:

• Automatic domain matching based on email address
• Manual selection during customer creation or editing

Once associated, the customer profile will display the company relationship.

A customer can belong to multiple companies if they have multiple email addresses associated with different company domains.

Company Relationships in the CRM

When a customer belongs to a company, the relationship becomes visible across the platform.

This allows businesses to support workflows such as:

• Corporate memberships
• Coworking tenants
• Enterprise customers
• Organizational access management

Company relationships help staff understand the organizational context of their customers.

Company Memberships

Companies can also be linked to memberships.

Customers may inherit memberships through their associated company.

For example, a company tenant may hold a membership that grants access to services or facilities for its employees. Customers linked to that company may automatically inherit the relevant membership privileges.

If a customer is removed from the company, the inherited membership is removed.