Companies & Contacts
Companies are the organizations you do business with. Contacts are people at those companies. Vantage tracks both and helps you monitor relationship health automatically.
In Vantage, “Companies” and “Clients” are synonymous. Some parts of the app and API use “client” for historical reasons, but they mean the same thing.
Companies
A company represents a client organization. Every company record includes:
Basic Information
- Name - Company name
- Industry - For filtering and reporting
- Website - Auto-enriched when possible
- Address - For invoicing
Billing Defaults
- Default Rate - Hourly rate for new projects
- Payment Terms - Net 15, Net 30, etc.
- Tax ID - For invoice compliance
- Currency - Multi-currency support
Custom Fields
Add any fields your agency needs:
- Account manager
- Referral source
- Contract renewal date
- Anything else
Creating a Company
Navigate to Clients
Click Clients in the sidebar or press G then C.
Click New Company
Or press N to create new.
Enter details
Name is required. Everything else is optional but recommended.
Save
Press Cmd+Enter or click Save.
Contacts
Contacts are people at a company. Each contact has:
- Name and email - Required
- Phone - Optional
- Role/Title - For context
- Primary contact - Flag for main point of contact
Contact Roles
Mark contacts by their function:
- Billing - Receives invoices
- Primary - Main day-to-day contact
- Executive - Decision maker
- Technical - For technical projects
Set billing contacts correctly. Invoices automatically go to contacts marked as “Billing.”
Health Scoring
Vantage automatically calculates a health score for each company based on:
| Factor | Weight | What It Measures |
|---|---|---|
| Activity | 30% | Recent time logged, tickets created |
| Payments | 30% | Invoice payment timeliness |
| Communication | 20% | Email/ticket response rates |
| Satisfaction | 20% | Any feedback or NPS data |
Health Alerts
When a company’s health drops, Vantage alerts you:
- Yellow - Declining activity, worth checking in
- Red - At risk, needs immediate attention
Health scores update daily. A sudden drop usually means a missed invoice or project gone quiet.
Searching and Filtering
Find companies quickly:
- Cmd+K - Global search includes companies
- Filters - By industry, health score, account manager
- Tags - Custom tags for your own categorization
Merging Duplicates
Accidentally created two records for the same company?
- Go to Company A
- Click Actions → Merge
- Select Company B
- Choose which fields to keep
- All projects, contacts, and history merge
Merges cannot be undone. Vantage keeps an audit log of what was merged.
Archiving vs Deleting
- Archive - Hide from active lists, keep all history
- Delete - Permanent removal (only if no invoices exist)
Archived companies can be restored anytime. Use archive for churned companies you might win back.