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, Last activity, Phone, and Email. Use the column picker to add or remove columns.
Properties counts what this person owns outright today. Someone who holds a building through an LLC is counted on that company's row instead, so the two numbers never double up.
Last activity is the most recent call, note, text, meeting, email or comment logged against them — including anything logged from the row itself, without opening the record. Companies have a Last activity column too.
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, and Sort order.
Adding a Contact
Click New to create a contact by hand, or Import to bring in a spreadsheet or a whole export from another CRM. A property list with owner names on each row creates the people, the buildings and the link between them in one go — see Importing your data.
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, and full mailing address. 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. The tab shows the count, so you can see how much someone owns without opening it.
Deals — the deals this person is party to, on whichever side they sit: buyer, seller, or the broker on either. Selecting one opens the deal. Deals you touched most recently come first, and deals that have closed stay on the list — what you have done with someone is the point of the tab, not what is live.
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 duplicates
Two records for one person is what importing from everywhere produces: a call list, a county pull and a forwarded email give you three Tomasa Garcias, and whichever one you happen to open is where that day's notes end up. Merging folds them into one record.
There are two ways in:
- From a record. Open either one, choose ⋮ → Merge duplicate…, and search for the other. Use this when you noticed the duplicate while working inside a record.
- From the table. Tick two or more rows and choose Merge in the bar along the bottom. Use this when you can already see both.
Either way, you choose which record to keep.
The record you keep wins every field it already has. Anything it is missing — a phone number, a mailing address, a LinkedIn URL — is filled in from the others, so merging never loses a detail that existed on only one of them. Email and phone lists are combined rather than replaced, and the same address on both records stays one address.
Everything else moves across: properties, deals, tasks, tours, custom field values, files, list memberships, email history, and the whole activity timeline. The records you did not keep are deleted, and the one you kept gains a timeline entry naming what was folded into it — so a note that arrived from somewhere else is not a mystery six months later.
Merging cannot be undone. There is no unmerge, and the records that were folded in are gone rather than archived. Check you have the right two before you confirm.
Two records will not merge:
- A teammate's contact record. Everyone in your organisation has one so they can be a party on a deal. If it is the duplicate you selected, keep it instead and merge the other record into it.
- A company that stands for an organisation on Everre. Same rule: keep it and fold the other one in.
Companies merge exactly the same way, from the company panel's ⋮ menu or by selecting rows in the Companies tab.
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 New 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, and custom fields.
Tasks — company-scoped tasks.
People — people linked to this company with roles and ownership percentages.
Properties — properties owned by the company.
Deals — the deals the company is party to. A deal appears here when the company itself is named on it. Someone who works there being on a deal in their own name is their deal, not the firm's, and it stays on their record.
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 — Import takes a spreadsheet or a whole CRM export, and can be undone if it goes wrong
- Property connections — Everre links people to properties through public ownership data