People & Companies
People and Companies are the core of your CRM. Every property owner, broker, lender, investor, and attorney in your network lives here.
Note: People and Companies now live inside The Database workspace alongside Properties. Click Database in the sidebar and select the Owners or Companies tab — old bookmarks to
/peopleand/companiesredirect there automatically. Search, filters, and the detail panels described below all work the same way.
People
The People List
Navigate to Database from the sidebar and select the Owners tab to see all your contacts.
The list shows Name, Type (Owner, Broker, Lender, etc.), Properties count, Phone, and Email.
Searching and Filtering
Use the search bar to find contacts by name, company, or email. Click Filters to narrow by Property Ownership, Person Type, Investor Type, Tags, and Sort order.
Adding a Contact
Click Add Person to create a new contact, or use Import to bulk-import from CSV.
Person Detail Panel
Click any person to open their detail panel.
Overview — multiple emails and phones (with labels and primary flag), company name, LinkedIn URL, full mailing address, and tags. All fields are inline editable.
Tasks — tasks associated with this person.
Companies — formal company associations with role, title, and ownership percentage.
Properties — properties this person owns, pulled from public ownership records.
Deal Profile — investment criteria for buyers and investors. Capture preferred property types, target markets, price ranges, and timeline. A person can have multiple deal profiles.
Emails — email history and compose new messages.
Files — documents and signature requests.
Merging Duplicate Contacts
Select two or more contacts with checkboxes, then click Merge Owners to combine duplicate records.
Companies
The Companies List
Navigate to Database from the sidebar and select the Companies tab to see all your companies.
The list shows Company name, Type & Industry, Contact info, Location, Employees, Properties, and date Added.
Adding a Company
Click Add Company with fields for name, legal name, company type (LLC, Corp, Partnership, Trust), EIN, contact info, address, industry, employee count, revenue range, and investor type.
Company Detail Panel
Overview — contact info, address, business details, tags, and custom fields.
Tasks — company-scoped tasks.
People — people linked to this company with roles and ownership percentages.
Properties — properties owned by the company.
Files — uploaded documents.
People-Company Relationships
Link people and companies from either direction. Each association captures Role, Title, and Ownership %.
Tips
- Inline editing — click any field to edit. Changes save automatically.
- Multiple profiles — use deal profiles to track different investment criteria
- Bulk import — use the Import wizard for CSV imports
- Property connections — Everre links people to properties through public ownership data