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CompaniesIQ: Customer and supplier context that travels with every transaction

Keep customers, suppliers, contacts, terms, parent groups, credit context, and trading history in one reusable record.

  • Cleaner master data
  • Less duplicate administration
  • Faster customer and supplier service
CompaniesIQ customer and supplier workspace
CompaniesIQConnected by FlowIQ

Why it matters

Teams stop rebuilding account context across sales, purchasing, service, and finance.

FlowIQ keeps this workflow connected to the records, permissions, source documents, and downstream modules that give it operational meaning.

Capability

What CompaniesIQ gives your team.

01

Customer and supplier records

02

Contacts, terms, and account groups

03

Trading and document history

04

Cross-module relationship context

The operating flow

A clear path from signal to controlled outcome.

Teams stop rebuilding account context across sales, purchasing, service, and finance. The workflow stays understandable for the person doing the work and reviewable for the person accountable for the result.

  1. 01
    Create one trusted recordContext and ownership stay visible before the next step.
  2. 02
    Set commercial contextContext and ownership stay visible before the next step.
  3. 03
    Reuse it across workflowsContext and ownership stay visible before the next step.
  4. 04
    Review complete account historyThe approved result remains connected to its source and history.
CompaniesIQ customer and supplier workspace

Connected by design

CompaniesIQ does not live in another silo.

Keep customers, suppliers, contacts, terms, parent groups, credit context, and trading history in one reusable record. The same organization, user permissions, and operating records travel through the wider FlowIQ suite.

Works better together

Continue the operating story.

SalesIQ

Turn opportunities and follow-ups into a visible sales rhythm.

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InvoiceIQ

Revenue documents with stock, margin, and customer context.

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PurchaseIQ

Supplier buying from request to controlled receipt.

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See the workflow with your team in mind

Build a practical FlowIQ rollout around the work you want to improve first.

We will map CompaniesIQ into the modules, data, and approvals your operation already relies on.

Book a tailored walkthroughExplore all modules