Company Categories – Organize External Relationships with Clarity
Whether you’re managing suppliers, service providers, or industry partners, the Company Categories app helps you group, tag, and segment companies with precision. Define your own classification structure and apply it system-wide to improve filtering, reporting, compliance tracking, and operational control.
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You’re doing everything right – but your tools are holding you back.
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No more patchwork fixes – just smooth, scalable control.
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Lead with focus, not frustration.
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Integrated Apps
Company Categories integrates seamlessly with:
Powerful Grouping Without Limiting Flexibility
Assign companies to high-level classifications or create nuanced subtypes — all tailored to your operations. These categories help structure workflows, reporting, and partner visibility across apps.
Key Features
Create custom categories and subcategories for any type of company
Assign multiple tags to a single company where applicable
Filter vendors, partners, or providers based on category during lookup
Automatically syncs categories across all company-related apps
View category usage, assignments, and audit history
Supports role-based access and edit permissions
Link categories to reporting filters or dropdowns in custom forms
Update category definitions without disrupting historical data
Everything you Need All in one Platform
Compatible Systems
Company Categories supports intelligent partner management across:
Structure Your Network. Scale Your Clarity.
Gain better visibility and control over every external company you work with.
