B2B Mode

Manage Contacts at Companies to Secure More Sales Contracts

B2B Mode

CONTACTS AND COMPANIES

If you're selling to medium to large organisations you'll need to manage leads (contacts) at companies (or organisations). Jetpack CRM has you covered. We've got a simple 1 check setting to enable the B2B Extension which lets you do just that.

CONTACTS

You connect with people, you can manage each contact in Jetpack CRM

COMPANIES

Contacts can be assigned to Companies

TRACK REVENUES

Invoices and Transactions can be assigned to contacts or companies

Easy to Edit & Manage

Easily add, edit, or allocate companies

Our intuitive UI lets you easily add, edit, delete, or merge contacts, optionally assigning them to a parent company. It's even easier to manage companies!

View Company in Jetpack CRM

Enable the B2B Core Extension

Enabling B2B Mode is easy, just enable the core CRM Extension.

You can also choose to call companies "organisations" from settings (useful for non-profit stakeholders).

Optional B2B extension
Turn on/off at any point via Settings
Supports Companies or Organisations

Assign Contacts Easily

B2B Sales require up-to-date contact information, you're still selling to people, after all. It's super quick to assign a contact to a company, simply start to type the company name in the contact edit screen metabox.

Easily Assign Contact to Company
Supports many thousands Companies+
Assign contacts to companies for managing b2b sales
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Freelancer

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Entrepreneur

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  • Access to ALL CRM extensions
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  • 10 Site Licenses
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  • 12 months support and updates
30 day money back guarantee30 day Money back guarantee on all purchases.
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