brainis
Revenue OS

Contacts and accounts

The relationship layer: company records, people, enrichment, and the 360-degree view that spans modules.

1 min read

Accounts and contacts are the shared spine between sales, delivery, support, and finance.

Accounts

An account is a company: name, domain, industry, size, and owner. Because Brainis shares one data layer, the account view can show its deals, its projects, its invoices, and its support history together. That cross-module view is the reason to keep accounts clean.

Contacts

People, attached to accounts. Contacts carry role, seniority, and relationship strength; the stakeholder map shows who matters on a given deal and where you have coverage gaps.

Enrichment and quality

AI enrichment fills gaps in company data. Data-quality tooling finds duplicates and stale records, which matter more than most teams think: duplicate accounts silently split pipeline and make forecasts wrong.

Merging

Merge duplicates rather than deleting them; merging preserves history and references from other modules.

Important: Match on domain for companies and email for people, never on name. Name matching is how two different customers become one record.

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