Company Directory
Every company has context in your process.
It's not about storing data. It's about never asking "have we worked with them before?" again.
You've been through this before.
Someone mentions a company name in a meeting. You know there's been contact before. But where's the information? In someone's email? In an old spreadsheet? In the CRM nobody updates?
You open three tabs, search for the tax ID, ask in the group chat. Fifteen minutes later, you discover there were two previous processes with this company — one approved, one archived. Nobody remembered.
People change roles, companies change names. And the context is lost. Every time, from scratch.
What if every company carried with it the history of all its processes?
Imagine opening a company profile and seeing everything that ever happened.
Every company, identified.
Tax ID, legal name, industry, size. Registered once. Accessible forever.
Every person, linked.
Who's the contact? Who signed? Who was the technical lead? People are connected to the company.
Every case, traceable.
How many processes has this company had? What stage is the current one at? The full history, effortlessly.
Every context, recoverable.
Never start from zero again. Your operation's institutional memory is always accessible.
Before and after.
"Have we worked with this company?" — no quick answer
Data scattered across spreadsheets, emails and CRMs
Contacts lost when someone leaves the team
No consolidated view of cases per company
Tax ID stored in an unstructured text field
Complete company profile in one click
All data centralized and up to date
People linked regardless of who registered them
Full case history visible on the profile
Fiscal data structured and searchable
How it happens
One company. One complete profile.
In CaseFy, every company is a living profile — with associated people, linked cases, tags and tax data. All connected. All searchable.
Company profiles
Legal name, trade name, tax ID, industry, size and contact info centralized.
Associated people
Link contacts, representatives and stakeholders directly to the company.
Case portfolio
See all cases related to this company — active, completed or archived.
Tags and classification
Categorize companies by segment, relationship status or any criteria.
Tax ID and fiscal data
Record tax identifiers and fiscal data without relying on external systems.
Direct case linking
When creating a case, associate the company. Context flows automatically.
Know every company. Like they're family.
Free for up to 3 users. No credit card required.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.