Companies
The Companies module lets you manage all incorporated companies for your clients. Track company details, license information, and renewal dates.
Adding a Company
- Navigate to Companies in the sidebar
- Click + New Company
- Fill in the company details:
- Company Name — as registered
- License Type — trade, freelancer, professional, etc.
- Free Zone / Jurisdiction — where the company is registered
- Registration Date — when the company was formed
- License Expiry — when the license needs renewal
- Shareholders — add shareholder details
- Click Save
Company Details
Each company record includes:
- Registration and license details
- Shareholder information
- Associated visas and employees
- Linked documents (trade license, MOA, etc.)
- Activity history
License Renewals
- Companies with upcoming license expiry dates are highlighted
- Set up renewal reminders to never miss a deadline
- Generate renewal quotes directly from the company profile
Linking to Leads
- When a lead converts to a client, create the company record
- Link the company to the original lead for full history
- All future visas and documents are tracked under the company
Tips
- Keep license expiry dates up to date for proactive renewal management
- Upload copies of trade licenses and MOAs directly to the company's documents
- Use the dashboard to see a snapshot of all active companies