How Contacts, Companies, and Deals Connect

Entity Relationships

Contacts & Companies

• A contact is an individual person (e.g., "Nguyen Van Minh")
• A company is an organization (e.g., "ACME Vietnam Co., Ltd")
• One contact can belong to one company
• One company can have many contacts
• Both contacts and companies have their own detail pages, activities, and files

Deals & Pipeline

• A deal represents a potential sale opportunity
• Each deal is linked to a contact (the buyer) and optionally a company
• Deals live in a pipeline — a visual board with stages (e.g., Prospecting → Qualified → Won)
• Each deal has an owner — the team member responsible for it
• Deal value and stage are tracked for revenue forecasting

Quotes, Orders, Invoices & Contracts

These are transactional documents linked to deals and contacts:

| Entity | Purpose | Created From |

|--------|---------|-------------|

| Quote | Pricing proposal | Deal or manually |

| Order | Confirmed purchase | Quote, Invoice, or Contract |

| Invoice | Payment request | Quote or manually |

| Contract | Legal agreement | Deal or manually |

All transactional documents share the same line-item structure (products, quantities, prices) and can be converted between each other.

Activities & Tasks

• Activities: Interactions (calls, emails, meetings) linked to contacts or deals
• Tasks: Action items assigned to team members, optionally linked to entities
• Both provide a complete history when you open any contact or deal

Files

• Files can be attached to any entity: contacts, companies, deals, quotes, invoices, orders, contracts, events
• They appear on the "Files" tab of each entity's detail page

The Big Picture

Every entity in KeenCRM is connected. When you view a contact, you can see their company, deals, quotes, invoices, activities, tasks, and files — all in one place. This 360° view is what makes KeenCRM powerful for managing customer relationships.