Add an Individual or Company

In ZoriCRM, individuals and companies are managed separately - as a contacts directory that you can later link to deals (e.g., as a client).

You can add an individual or company in three ways:

from the People & Companies section (via the list)
directly from a deal - from the client or contacts field
by clicking the ”+” button in the top-right corner of the screen - for quick creation

Adding an individual

A creation form will open as a modal with tabs.

Fill in the basic details:

First name (required)
Last name
Middle name
Date of birth (optional)
Contacts block:
- one or more phone numbers (with type: mobile / work / home, etc.)
- one or more email addresses (with type: work / personal, etc.)

Click Save - the form will close and the list will update automatically.

The Business details tab lets you fill in information that can be auto-populated in deal documents, such as:

If a Tax ID is filled in, it will be shown in the individual’s card below their name for easy reference.

A creation form will open as a modal with tabs.

Name (required) - a short display name (doesn’t have to be the legal name)
Website (optional)
Contacts block:
- phone numbers (with type)
- email addresses (with type)

Click Save - the form will close and the company list will update automatically.

On the Business details tab, select the organization type:

After selecting, the system will show the relevant set of fields (e.g., for a legal entity - registration number and full legal name).

Contact type labels (e.g., “Work”, “Personal”, “Mobile”) can be customized in:

Settings → Reference Data → Contact Types

If the system detects potential duplicates while creating or editing a record, a notice will appear in the form:

Clicking it opens a list of matches, where you can navigate to the existing records.

To keep things moving, you only need to fill in:

Contacts and business details can always be added later.