Company data
Without Sanka
Company names, locations, websites, and industries differ across tools
With Sanka
Consolidate company attributes into records that downstream workflows can reuse
Customer and company management for accounts, contacts, relationships, and status
Manage company names, industries, size, locations, websites, contacts, roles, email, phone, relationship roles, and customer status in Sanka.
CRM
Daily activity and pipeline summary with clear next steps
Daily pipeline summaryNeeds Review
Acme renewalProposalOwner: Mina
Castem expansionReviewOwner: Alex
HCO migrationClosed WonHandoff Ready
Trusted by 1,000+ teams
Overview
Keep customer records ready for sales and downstream operations
Manage company records
Store company name, industry, size, location, website, and core account details in one place.
Manage contacts
Link names, titles, email addresses, and phone numbers to the right company records.
Manage relationships and status
Track decision makers, users, referrers, agencies, prospects, open opportunities, customers, and lost accounts.
Workflow
From customer setup to sales, billing, and support handoff
- 01Register the companyAdd company name, industry, size, location, and website.
- 02Link contactsAdd names, titles, email addresses, and phone numbers to the company record.
- 03Define relationshipsMark decision makers, users, referrers, agencies, and other roles.
- 04Update customer statusTrack prospect, opportunity, customer, lost, and other statuses for the next workflow.
Compare
Scattered customer data slows decisions and handoffs
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Company data | Company names, locations, websites, and industries differ across tools | Consolidate company attributes into records that downstream workflows can reuse |
| Contacts | Titles and contact details live in private notes | Link contacts to companies so sales, support, and finance use the same context |
| Relationships | Decision makers, users, and agency relationships are lost in handoffs | Make relationship roles explicit on the customer record |
| Status | Prospect, active opportunity, customer, and lost account status is interpreted differently | Manage customer status so teams know the next action |
Contacts
Without Sanka
Titles and contact details live in private notes
With Sanka
Link contacts to companies so sales, support, and finance use the same context
Relationships
Without Sanka
Decision makers, users, and agency relationships are lost in handoffs
With Sanka
Make relationship roles explicit on the customer record
Status
Without Sanka
Prospect, active opportunity, customer, and lost account status is interpreted differently
With Sanka
Manage customer status so teams know the next action
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
If you feel paper or Excel-based management has reached its limit, the first step is to digitize what actually happens on the floor.
FAQ
Frequently asked questions
Can companies and contacts be managed together?
Yes. Company records can hold multiple contacts with titles and contact details.
Can relationship roles such as decision maker or agency be tracked?
Yes. You can structure roles such as decision maker, user, referrer, and agency.
Can customer status drive later workflows?
Yes. Customer status can support deal, quote, billing, and support decisions.