--- title: How to Add New Companies & Causes to Your CRM description: "The Locable Marketing Platform: Maintain an up-to-date CRM to support and be supported by local businesses and nonprofits" --- [Skip to content](https://help.locable.com/how-to-add-new-companies-causes-to-your-crm#main-content) English Show submenu for translations [Send Us a Message](https://help.locable.com/kb-tickets/new?hsLang=en) ![Locable Logo 3a3a3a Gray.png\]](https://help.locable.com/hs-fs/hubfs/Locable%20Logo%203a3a3a%20Gray.png?height=50&name=Locable%20Logo%203a3a3a%20Gray.png) Open main navigation Close main navigation - English Show submenu for translations - [Send Us a Message](https://help.locable.com/kb-tickets/new) - [www.locable.com](https://www.locable.com/) [www.locable.com](https://www.locable.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.locable.com/?hsLang=en) 2. [The Locable Marketing Platform](https://help.locable.com/the-locable-marketing-platform?hsLang=en) 3. [CRM (Managing and Organizing Companies & Contacts)](https://help.locable.com/the-locable-marketing-platform?hsLang=en#crm-managing-and-organizing-companies-contacts) # How to Add New Companies & Causes to Your CRM ## Maintain an up-to-date CRM to support and be supported by local businesses and nonprofits Available for all plans on the Locable Marketing Platform   The CRM (Customer Relationship Management) database is designed to help you organize and manage the various **Companies & Causes** you support, such as businesses, nonprofits, clubs, and other organizations. Additionally, the CRM tool enables you to keep track of **Contacts.** Your Contacts may be associated with **Companies & Causes** in your CRM, leads, customers, volunteers, email subscribers, or any combination of these. By building and maintaining your CRM, you can participate in cross-promotion with the **Companies & Causes** you support and stay connected with the **Contacts** who interact with your business. This can be highly beneficial for a range of purposes, such as sending email newsletters to your **Contacts** and leveraging your **Local Connections™**, which are comprised of the **Companies & Causes** in your network. ### Adding new **Companies & Causes** to your CRM You can add a new company to your CRM by clicking the **'Add Company or Cause'** button at the top of your account or by going to **CRM \> Companies & Causes** and clicking 'New Company'. ![](https://help.locable.com/hs-fs/hubfs/image-png-Sep-18-2026-01-51-32-2860-PM.png?width=2964&height=1162&name=image-png-Sep-18-2026-01-51-32-2860-PM.png)   From here you type in the name of the business you want to add. [![](https://help.locable.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio691763520718ba51537a5b93cd06a6dafimage-Oct-06-2023-07-39-55-6456-PM.png)](https://downloads.intercomcdn.com/i/o/691763520/718ba51537a5b93cd06a6daf/image.png)   Our system will display all businesses already in the Locable national database that might be a match for the business name you are adding. Scroll through the list and if you see a match, click 'Add' to add that business to your CRM. If you do not see the business displayed, click 'Add it Manually' to create a new listing. [![](https://help.locable.com/hs-fs/hubfs/image-png-Jul-06-2026-05-10-52-5115-PM.png?width=670&height=933&name=image-png-Jul-06-2026-05-10-52-5115-PM.png)](https://downloads.intercomcdn.com/i/o/691764547/dbb041650526cd6e5d52b121/image.png)   **NOTE**: If you have a large number of companies and causes that you need to add to your CRM, we offer the option of bulk importing your data from a spreadsheet. 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