Woodshop MasterWoodshop Master
Non-Vendor Partners Falling Through the Cracks

"We had no place to put sponsors or affiliates — they didn’t fit the system."

When companies don’t fall into neat supplier or customer categories, they get ignored or misfiled. That weakens important business relationships.
Forcing the Wrong Workflow

"We had to add consultants as ‘vendors’ just to track them."

Pushing external partners into misaligned categories leads to messy data and confusing workflows.
No Central View of Relationships

"Marketing and Finance had different records for the same firm."

Without a shared directory, teams operate in silos — and duplicate efforts. You need one clear record for every relationship.
Unlinked Communication Channels

"We had their name, but no idea who to call or what their website was."

When emails, phone numbers, and notes aren't tied to the right company, key context is lost — and opportunities slip away.
Missing History & Notes

"We forgot we’d worked with them on a past campaign."

Without a central place to store interactions, valuable relationship history disappears over time.
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Companies – Profiles for Every Partner Outside the Core Flow

Track the partners, affiliates, and contributors that power your business — even when they’re not vendors or clients.

About Woodshop Master

Why Woodshop Master?

Because not every company fits a template — but every one deserves visibility.

Structure for the Supporting Cast

From training partners to tech consultants, Companies helps you track the people and organizations that keep your shop running smoothly.

Clear Profiles. Stronger Connections

Assign contacts, link emails, track notes, and store documents — all in one place that doesn’t force you into a billing workflow.

Track Non-Vendor, Non-Client Entities

Fully Integrated into CRM & Records

Flexible Tags for Roles & Relationships

Stores Notes, Docs, and Contact Info

Avoids Workflow Clutter

Centralized Company Directory

Integrated Apps

The Companies app integrates seamlessly with:

CRM

Emails

Phone Numbers

Physical Addresses

Client Tracking

Contact History

Invoices & Quotes

Down
Your Personal Guide on Every Page
From the first click to the final step, Ikhana, your on-screen tutor, shows you how it all works. Every field, every button, every page – explained with clarity, just a tap away.
Learn more

App Features

Flexible Company Categorization
Create records for sponsors, affiliates, donors, legal advisors, consultants, and more — with custom roles and tags.


Linked Communication Channels
Attach phone numbers, emails, and social media links to each company record — searchable and secure.

Assigned Contacts
Designate internal or external points of contact for each company, along with role and access visibility.

Notes, Attachments & Interaction History
Log meetings, calls, sponsorships, and documents — preserving the relationship context over time.

System-Wide Visibility
Use the Companies directory across CRM, invoicing, and recordkeeping workflows without forcing vendor logic.

Custom Statuses & Functions
Tag companies by strategic importance, type of engagement, or operational category.

 

See It in Action

Not every company is a vendor — and that’s the point.
Give your outside partners the structure and visibility they deserve with Woodshop Master.