Build Your Company CRM with Contacts in Commnia

Create a New Company | Tablet

  • With Commnia you can create your own company CRM by adding your contacts into Commnia.
    If you have a long list of contacts you wish to add, email your list to support@commnia.com, and we'll upload the list for you.
  • When you add a new contact to Commnia, the contact is initially added to the Directory. The contact will be available for all communication via Commnia such as sending Transmittals, Tenders Requests, Correspondence, Defects etc to the users who own the Commnia licence.
  • To make the contacts available to external users, add the contact to the Project Contact List or other groups you've created in your project.
  • Adding contacts is simple and fast. We have integrated the new contacts function into the Google database. The Google integrations mean you don't have to find the company details, such as the correct name, address and contact details. Have a look at how you can add contacts and companies to the Commnia CRM below.

1. Navigate to New Menu 

Select Contacts from the Home Menu.




2. Open the New Company Form

1. Go to Directory
2. Select New Company



3. Add New Company




The Commnia New Company form is powered by Google; once you start typing in the Company name, if the company is listed with Google, it will appear in the list.

Select the company, and the details are automatically retrieved and added to your Commnia CRM.

Add any missing details required e.g. Trade and Company Category.

here is a dropdown list to choose from or you can enter your own details.

You can add multiple trades for each company.

Click Confirm.

The Company is now saved and you can add users to this company.


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