What's the workflow for adding both Company and client?

[Neo Wang]

Hi,
Many crm has both Company and client, I'm using Plutio, Flowlu, WHMCS.
If I got data from Elementor form, I want to import to Plutio, Flowlu, Plutio have Contacts and Companies, both them ask to select Contacts or Companies, when add Flowlu account, need me to add Organizations, which one should I add first? Contacts or Companies, account or Organizations?

 

[Hermes]

It depends on the tool and your use case (customers are companies like limted or persons with companies).

What I do is both.
In Plutio I create a person and a company. But clients can only log in as persons. So if you invoice them and you want them to be able to log in, use persons to create invoice or proposal. If you attach invoices to a company, the person can't see the invoice (yet) if they log in.

In Flowlu I have email activated and crm inside email. So if someone mails me, Flowlu creates the contact.

If you create persons first, you can use that person id to link them to the company you create.