Companies

Manage customer accounts, company types, PSA sync, HubSpot integration, quoting settings, and product lists.

Written By Victor Raessen

Last updated 4 days ago

Companies represent your customer accounts. When you connect a PSA (Autotask, ConnectWise, or HaloPSA), Salesbuildr imports your company list automatically and keeps it in sync. If you use HubSpot as your CRM, company data can also sync from there. You can also create companies manually in standalone mode.

Companies are the anchor point for everything in Salesbuildr — every quote, opportunity, contact, contract, and order belongs to a company. Company-level settings control default templates, discount groups, shipping preferences, tax rates, and approval rules that apply to all quotes for that customer.

Company detail page

Click a company to open its detail page. The page shows a sidebar with the company logo, address, social links, map, and sync status, plus tabbed content.

Company detail page showing profile sidebar, About tab, and account manager — Mar 1, 2026, 12:00 PM UTC

Up to 12 tabs can appear on the detail page. Which tabs are visible depends on a two-layer system: global tenant settings (which page elements are enabled for your account) and per-company-type configuration (which of those elements are active for each type). User permissions and active integrations control the remaining tabs:

Tab	Shows when	Description
About	Company type has overview enabled	Banner image, media carousel, rich text "About Us" content
Preferred products	Company has featured product lists	Curated product lists (favorites/tech stacks) for this customer
Data points	Company type has data points enabled	Custom fields defined per company type
Documents	Company has PDFs uploaded	Brochures, case studies, white papers, eBooks
Products	Company type has products enabled, or HaloPSA supplier	Products associated with this company
Articles	Articles feature enabled + company type configured	News or knowledge articles scoped to this company
Supported products	Company type has supported products enabled	Products this company supports (for vendor-type companies)
Quotes	User is a quote creator for this company type	All quotes for this company with search and "New Quote" button
Opportunities	User is a quote creator for this company type	All opportunities for this company
Contacts	User has `company.manage` permission	Contact list with login management and bulk enable/disable login
Contracts	PSA contracts, RoutIT, or Pax8 integration active	Active contracts synced from your PSA, RoutIT, and/or Pax8 (see Quote Editor for how contracts are used in quotes)
Orders	User has `quote.manage` permission	Fulfillment Tickets and order history for this company

Default tabs by company type

The first seven tabs above are controlled by the company type configuration. Each company type defines which page elements are enabled. Admins can customize these at Admin > Settings, but the default configuration is:

Tab	Customer	Lead	Manufacturer	MSP	Supplier
About	Yes	Yes	Yes	Yes	Yes
Preferred products	No	No	No	No	No
Data points	No	No	No	No	No
Documents	No	No	Yes	No	Yes
Products	No	No	Yes	Yes	No*
Articles	No	No	No	No	No
Supported products	No	No	No	No	No

* Supplier companies with a HaloPSA integration always see the Products tab regardless of the company type configuration.

The remaining tabs (Quotes, Opportunities, Contacts, Contracts, Orders) are not controlled by company type — they depend on user permissions and active integrations.

Company Contacts tab with login status, enable/disable controls, and actions — Mar 1, 2026, 12:00 PM UTC

Company fields

Each company record includes:

Field	Description
Name	Company name (required)
Number	Company reference number
Type	Company type (e.g., Customer, Vendor) — controls available tabs and features
Classification	Tier or category (e.g., Gold, Silver). Displays as an icon (Autotask) or colored tag (HaloPSA)
Account manager	Assigned account manager (admin only, for customer-type companies)
Parent company	Link to a parent company for hierarchy/grouping
Address	Primary address (street, city, state, zip, country)
Delivery addresses	Multiple shipping addresses with a configurable default (used in Shipping)
Telephone and email	Contact information
Website	Company website — also used for logo auto-fetching and CRM enrichment
Industry, Founded, Employees	Company profile details (populated manually or via Apollo enrichment)
Currency	Default currency for this company (if multi-currency is enabled)
Language and region	Locale setting for this customer
Tax	Tax ID (VAT), default tax rate, tax exempt toggle, hide tax toggle
Labels	Tags for filtering and organization
Servicing branch	Which of your company entities handles this customer
Social	LinkedIn, Blog, Glassdoor, Support, Twitter, YouTube, Facebook

Company quoting settings

Companies have settings that control how quoting works for that customer. These are configured in the admin section of the company edit dialog.

Setting	Description
Default quote template	Pre-select a template for new quotes for this customer
Default payment terms	Pre-fill payment terms on new quotes
Quote approval	Require internal approval above a minimum value, with specific approvers assigned
Discount group	Assign a customer-specific discount group for automatic pricing
Max credit limit	Set a credit limit for this customer (falls back to the site default)
Block quote	Prevent any new quotes from being created for this company
Shipping type	Default shipping method for this customer (see Shipping)
Free shipping threshold	Override the global free shipping threshold for this customer
Allow self-service orders	Let this customer place orders through the Storefront
Order confirmation contacts	Contacts who receive order confirmation notifications

Creating companies

Click Create New Company from the company list. The creation dialog collects name, type, website, address, and any custom fields configured for that company type. When a PSA is connected, new companies are synced back to your PSA.

Create Company dialog with name, type, website, social media, and address fields — Mar 1, 2026, 12:00 PM UTC

Create Company form filled with sample company data and address — Mar 1, 2026, 12:00 PM UTC

Company list

Navigate to the company list to see all your customers. The list supports:

Sorting by name, type, login status, self-service, users, and devices
Filtering by company type, account manager, status, labels, and more
Quick actions — Toggle login access and self-service ordering per company directly from the list
Bulk update — Select multiple companies and update discount group, default template, servicing branch, category whitelist, pricing books, labels, and more in one action
Export — Download the filtered list as a CSV file

The list also shows optional columns for Users and Devices counts (if configured under Admin > Companies), plus YTD one-time revenue, YTD monthly recurring revenue, and Quotes count for customer-type companies.

Company list with type filter sidebar, sortable columns, and Manage Login status — Mar 1, 2026, 12:00 PM UTC

Company types

Company types control which tabs, features, and settings are available for each group of companies. Salesbuildr ships with five default types — Customer, Lead, Manufacturer, MSP, and Supplier — and you can create custom types at Admin > Settings. The two most important categories are:

Quote recipient — Customer companies that receive quotes, can use self-service portals, and have account managers assigned
Quote manager — Your MSP/vendor companies that create and manage quotes

Each company type configures:

Which tabs appear on the company detail page (overview, data points, products, documents, map, etc.)
Which features are available (self-service ordering, product creation, registration, favorites lists, articles)
The login management approach: allow list (deny by default, explicitly allow) or deny list (allow by default, explicitly deny)
Custom fields (data points) specific to this company type

Admin Platform Account settings with default company type and account manager — Mar 1, 2026, 12:00 PM UTC

Admin Platform settings showing Default company type dropdown — Mar 1, 2026, 12:00 PM UTC

PSA sync

When a PSA is connected, companies sync automatically. Salesbuildr supports bidirectional company type mapping — you configure how PSA company types map to Salesbuildr types and vice versa under Admin > Integrations.

Autotask company type mapping — bidirectional mapping between PSA and Salesbuildr types — Mar 1, 2026, 12:00 PM UTC

PSA	Sync behavior	Configuration
Autotask	Companies sync via webhooks (real-time) and periodic polling. Classification shown as an icon.	Autotask Configuration — includes webhook setup, billing codes, data import
ConnectWise	Companies sync via callbacks and periodic polling. Company type mapping configurable.	ConnectWise Manage Configuration — includes callback setup, companies mapping
HaloPSA	Companies sync via webhooks and periodic polling. Classification shown as a colored tag. Supplier-type companies automatically show the Products tab.	HaloPSA Configuration — includes webhook setup, companies mapping

The company detail sidebar shows a sync status card indicating when the company was last synced from your PSA. External identifiers (Autotask ID, ConnectWise ID, HaloPSA ID) are visible in the admin section of the company edit dialog.

HubSpot integration

When HubSpot is connected as your CRM, Salesbuildr can sync company data bidirectionally. Configure company integration at Admin > Integrations > HubSpot > Companies.

Default lifecycle stage — Set the HubSpot lifecycle stage for companies created from Salesbuildr
HubSpot to Salesbuildr mapping — Map HubSpot company types to Salesbuildr company types for inbound sync
Salesbuildr to HubSpot mapping — Map Salesbuildr company types to HubSpot company types for outbound sync

On the company detail page, a Link Company to HubSpot button appears if the company is not yet linked. You can search for an existing HubSpot company or create a new one directly from Salesbuildr. Once linked, Salesbuildr prompts to link the company before certain actions like creating quotes.

CRM enrichment

If Apollo.io is enabled as your CRM enrichment provider (see Integrations), the company edit dialog shows a Fetch Info button next to the website field. Clicking it populates company data from Apollo — including name, address, social links, industry, employee count, founding year, and the "About Us" description.

Note: If your PSA is connected, fetched data will overwrite the corresponding fields in your PSA on the next sync.

Contacts and login

The Contacts tab on the company detail page shows all people at the company. From here you can create contacts, manage login access, and bulk enable or disable login for all contacts at once. For full details on contact management, authentication providers, and storefront access, see Contacts.

Favorites / product lists

Favorites are curated product lists associated with a customer company. Sales reps use them to create shortlists of recommended products.

Navigate to Profile > Favorites and click Create. Each list has a company, name, and rich text description. Items in a favorites list include the product, an internal champion, property toggles (reseller, integrator, developer, peermatch), and categorization labels.

Each favorites list has a visibility setting:

Visibility	Description
Public	Visible to all users with access to the company
Categories only	Visible through category navigation only
Private	Only visible to the list creator and admins

Favorites lists appear on the company detail page under the Preferred products tab. You can feature specific lists on the company page by setting them as Featured Tech Stacks in the company edit dialog.

Sticky notes

Admins can add a sticky note to any company — a persistent note visible in the sidebar of the company detail page. Useful for internal reminders about the account (e.g., "Credit hold — contact finance before quoting").

Notes

Internal notes can be attached to company records for team collaboration. Use notes to capture call summaries, pricing agreements, special requirements, and account context.

Each note can be labeled (Question, Feedback, Decision, Action, etc.), supports rich text, and is threaded with replies. Notes are visible only to your internal team — customers do not see them.