Your customers, shared across SB products

Companies you work with are now part of a suite-wide customer directory. Add a company once and it's available across SB — the same customer record backs your CRM companies and your Time Tracker clients.

How it works

• Creating a company in CRM adds it to your company's shared directory.
• Other SB products draw from the same directory, so names and details stay consistent everywhere.
• Deals, contacts, and activity stay local to CRM — only the customer record itself is shared.