Companies is the directory of every organization in your operation — clients, prospects, vendors, partners. Every contact, lead, invoice, contract and project lives under exactly one company.
Core fields
- Legal name and trade name (commercial)
- Tax ID per country (RFC for MX, NIF for ES, EIN for US, CNPJ for BR, SIRET for FR)
- Industry, size, founding year, country, region
- Website, LinkedIn URL, social handles
- Multiple billing entities if the same group operates several legal entities
Add your first company
- Go to
/app/companies→ "New company". - Type the legal name. As you type, OMB Cloud searches for duplicates against your existing database and (where supported) public tax-authority databases.
- Confirm — fill the tax ID, industry, country.
- Add contacts (the people who work there) inline or from the Contacts module.
Deduplication
OMB Cloud auto-flags potential duplicates by tax ID, then by website domain, then by name similarity. You can merge two companies from either record's actions menu — all related contacts, leads, invoices and projects are reassigned to the surviving company.
Tips
- Use the trade name (commercial) for client-facing copy; legal name only on contracts and invoices.
- Always capture industry — it powers segmentation in CRM, dashboards and AI agent personalization.