# Organizations: one record for every company you work with

> Customers, suppliers, partners and subcontractors in one shared organization record. CRM, projects, support and contracts all write to the same company instead of keeping their own copy of it.

Source: https://www.cordango.com/organizations/
Language: en

ORGANIZATIONS

# One record. Every relationship.

A customer, a supplier and a subcontractor are often the same company wearing three hats. In Cordango they are one organization, and everything you add writes to that record instead of keeping its own copy of it.

[See Cordango in action →](https://www.cordango.com/contact/) [How a record grows →](https://www.cordango.com/organizations/#grows)

## The company you deal with is not four companies.

— the problem

Business software splits the same counterparty across systems. Sales owns a customer record, finance owns a debtor, procurement owns a vendor, and legal owns a folder. Each one is a little out of date and none of them is the one everybody trusts.

Integrations do not fix that. They synchronise copies. You still have four records, four owners and four versions of the address, and now you also have a sync job that fails quietly at the weekend.

-   ONE One record per company, whatever role it plays for you
-   ROLES Customer, supplier, partner and subcontractor at the same time
-   TREE Groups, subsidiaries and sites as real relationships
-   OWN A named internal owner, not whoever created the row

Master data · discovered Q3 review

\# the same company, four systems > Globex SE ? in the CRM → Globex SE · owner Tomas ? in accounting → Globex S.E. · different VAT id ? in the supplier list → GLOBEX · old address ? in the contract folder → nobody is sure ✗ one company four records · four owners · no answer

## The record grows as you add capabilities.

Nothing is copied and nothing is synced. Each capability contributes to the organization that is already there, so the record gets more useful every time you add one.

FOUNDATION

Organization

Legal name Registration Addresses Relationship type Internal owner Contacts Activity

\+ CRM**sales**

Opportunities Pipeline stage Deal owner Last contact

\+ Projects**delivery**

Active projects Delivery lead Milestones Hours booked

\+ Support**service**

Open tickets Service history Escalations

\+ Contracts**legal**

Agreements Renewal date Notice period Rate card

\+ Invoices**finance**

Open balance Payment terms Last payment

Ask “what is going on with Globex?” and you get one answer, not five tabs.

## That is the actual screen.

The panel on the right is not a mock-up of the idea. It is the organization record, and the Connected work section fills itself in as capabilities are added: Invoices put the paid invoice there, the CRM put the open deal and the intro call there.

Nobody linked those. Both capabilities were already writing to this company, so the record simply knows.

-   AUTO Connected work appears without anyone configuring a link
-   LIVE It reads current records, not a nightly copy
-   RBAC You see the parts of it your permissions allow

Atelier Blau · one organization Connected work

![An organization record for Atelier Blau, showing a Connected work panel where Invoices and Sales CRM each contribute to the same company: one paid invoice, one open deal and a logged intro call.](https://www.cordango.com/assets/capabilities/organizations-record.png)

## The same company can be three things at once.

Most systems make you pick. A company is a customer record or a vendor record, and if it is both you create it twice and hope the two stay in step.

An organization in Cordango carries as many relationships as it actually has. Nordwind sells to you, buys from you and bids with you, and that is one record with three relationships on it, not three records that happen to share a name.

-   GROUP Parent companies, subsidiaries and sites as a real tree
-   REACH Permissions follow your teams, not a per-app access list
-   LOG One activity history across everything touching the company

[How this works for people →](https://www.cordango.com/people/)

Nordwind Technik GmbH Relationships

\# one company, three roles > Nordwind Technik GmbH ✔ customer 2 open deals · owner Mara ✔ supplier 3 contractors on the Aurora build ✔ partner joint bid, Q4 → one record one address · one owner · one history

## Shape it around your company.

Organizations arrives as working software. Where your business genuinely differs, change it.

DATA 

### Fields and terminology

Add the fields you actually track, and call things what your company calls them. If a customer is a client or a Mandant, the whole system says so.

TYPES 

### Relationship types

Define the kinds of relationship you have. A public-sector body, a framework partner and a one-off subcontractor are not the same thing.

RULES 

### Process and approvals

Decide who may create an organization, what makes one active, and what happens when a relationship changes.

VIEW 

### Screens per role

Sales opens the same record and sees pipeline. Delivery sees projects. Finance sees the balance. One record, different jobs.

NEXT

## See it with your own companies.

Bring one customer that currently lives in three systems. We will show you what it looks like as a single record with your projects, tickets and invoices hanging off it.

[See Cordango in action →](https://www.cordango.com/contact/) [The platform underneath →](https://www.cordango.com/platform/)

About 30 minutes, on a real company platform