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ACCOUNT DIRECTORY
Find company records quickly
Search company names, domains, and industries, then filter by industry, company size, or enrichment status.
CRM WORKSPACE / 01
Company management for account-level context
Turn company records into useful account context. Search, filter, connect contacts, and review the outreach activity around each account from one workspace.
BUFFSEND CRM
CONNECTED WORKSPACE
ACCOUNT DIRECTORY
Keep the context close
01
Find company records quickly
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02
Keep people connected to accounts
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03
See the context around each account
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WHAT’S INCLUDED
Useful CRM structure for everyday outreach.
Keep account context, opportunity details, and next actions connected to the work your team is already doing.
02
LINKED CONTACTS
Keep people connected to accounts
Link contacts to a company and keep the people, campaign records, and account details available together.
03
ACCOUNT ACTIVITY
See the context around each account
Review company email statistics and a unified timeline that can include contacts, notes, tasks, deals, and email activity.
HOW IT FITS
A practical account workflow
Use company records as the bridge between contact management and deal follow-up.
Optional website enrichment depends on the source data returned for that company.
- 01 Create a company record or link one from your contact workflow.
- 02 Link existing contacts so outreach can be reviewed at the account level.
- 03 Add notes, create follow-up tasks, and associate deals with the company.
- 04 Export selected or filtered company records when you need a working list.
ONE WORKSPACE
Keep the next move visible.
Bring contacts, account context, deals, notes, and follow-up into the same workflow.