Clients & Companies

Clients are the core organizational unit in Rev Forge. Each client represents a business you manage sales for, with their own pipeline, contacts, and campaigns.

Managing Clients

Creating a Client

1. Click Clients in the sidebar
2. Click Add Client
3. Fill in business details (name, industry, website)
4. Click Create

Client Dashboard

Each client’s dashboard shows:

• Pipeline overview — leads by stage at a glance
• Recent activity — latest interactions and updates
• Key metrics — conversion rates, deal values, response times

Client Settings

Access client settings via the Settings tab:

• General — name, industry, website, description
• Pipeline — customize lead stages
• Access — team member permissions for this client
• Integrations — client-specific integration settings

Companies

Companies are organizations associated with your contacts and leads. Rev Forge can automatically enrich company data from public sources.

Company Enrichment

When you add a company with a website URL, Rev Forge automatically pulls:

• Company description and industry
• Employee count and location
• Social media profiles

Linking Companies to Contacts

Contacts can be associated with companies. When viewing a company, you’ll see all linked contacts and their interaction history.

Tips

• Use the search bar to quickly find clients by name
• Star frequently accessed clients for quick sidebar access
• Review client analytics weekly to spot trends early