Administer client organizations, tenant companies, account owners, and subscription allocations.
By the end of this training module, you will be able to:
A distinct corporate account holding isolated customer data, employees, pipelines, and settings.
The primary administrative user legally responsible for the corporate workspace and billing approvals.
Step-by-Step Walkthrough
Follow these practical guides to master every capability of Company Management.
Oversee all registered client organizations in a single administrative view.
Open Companies (/companies) from the administration menu to see all registered corporate client accounts.
Filter by active status, creation date, or company name to locate target accounts quickly.
Delegate company leadership and set license allocations.
Open the company profile and select the primary corporate executive from the registered user list.
Inspect the list of users belonging to the company to verify seat quotas and access levels.
Maintain accurate tax records and invoicing addresses for each client company.
Navigate to Billing Address and associate official headquarters address lines, city, state, and postal code.
Input the company's verified GSTIN, VAT, or national business registration identifier.
Control company active status and implement compliance reviews.
Toggle between Active and Inactive states. Inactivating a company immediately restricts login for all company users.
Review update timestamps and historical changes to maintain administrative compliance.
Common inquiries regarding Company Management in KineCRM.
Accounts are external customer businesses that your sales team pitches and sells to. Companies represent the internal corporate organizations or tenant instances using KineCRM to manage their teams.
Start tracking leads, accelerating sales, and managing customers with KineCRM today. No credit card required.
