People and Companies are two modules to manage your customer database, known as CRM (Customer Relationship Management) system. At this point, you will be able to conveniently find the companies/people you need, search and filter according to given criteria, and collect all the information you need about the relationship with the customer (as well as eternally potential customers, suppliers, partners, and even competitors).

These are examples of the module’s functionality. You can:
1. Import your existing contacts from an Excel .xlsx file .csv file or vCARD file.
2. Create new (or edit existing) information about companies/people.
3. Assign all the necessary contact details, so that they are in one place when needed.
4. Identify the responsible person (owner) in your company, who will communicate with the client (and filter out all needed contacts by the person or his contacts).
5. Assign a person to all of the companies with which he is associated (i.e., where he currently works and previously worked, and with whom he is otherwise associated). Naturally, the system will also provide details on the person.
6. Delete and view the name of the person who created that contact.
7. Assign attributes to a person (type, activities, source, status) and tags, and then filter by all of them. Search works as well; additionally, you can set which information fields you wish to view.
8. Duplicate identification, and search with the ability to merge
9. Filter by the address and the last time of contact. You can search by e-mail, address, and phone number. Would you prefer to search by postal code? You may do this as well.
10. Plan new actions (such as calls or meetings) with the contact, which Teamgate will remind you of via email or SMS. If needed, you can simply post comments.
11. Attach email copies to the communication history.
12. View a history of carried-out actions (phone calls, tasks, meetings), comments, and e-mail copies.
13. View all won/lost sales lists associated with this contact.
14. Attach files to a person/company uploaded from your PC. You will also view all of the files that have been attached to emails in your communication.
15. View tasks and their status in a dedicated section.
16. Allow you to customize additional fields for more information. These fields can be created easily if you wish to accumulate more diverse information (separated by people, companies, and sales).

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