Companies: The CRM That Knows What ITAD Is

Every asset in ReVend OS came from somewhere and is going somewhere. Companies are the "somewhere." They're your clients, your buyers, your recyclers, your carriers, and occasionally all four at once — because ITAD relationships are complicated like that.

Why not just use Salesforce?

Because Salesforce doesn't know what a lease return is. It doesn't know that a company can be both your supplier and your buyer. It doesn't know that the contact person for collections is different from the contact person for settlements. And it definitely doesn't know that the same company might send you 500 laptops on Monday and buy 200 refurbished ones on Thursday.

ReVend OS's company module is built for the way ITAD actually works. Every company has roles, types, contracts, and a history that connects directly to inbound orders, settlements, and invoices. No integration layer. No middleware. No "we'll sync it overnight."

Company types

A company in ReVend OS can be one or more of seven types: Supplier, Buyer, ITAD Partner, Service Customer, Carrier, Recycler, or Hybrid. These aren't tags you add for fun — they determine what the company can do in the system. A Carrier shows up in collection scheduling. A Recycler shows up in downstream vendor lists. A Buyer shows up in Market listings.

Most companies are more than one type. Your biggest client sends you their end-of-lease fleet (Supplier) and buys refurbished equipment for their regional offices (Buyer). That's not an edge case. That's Tuesday.

Company roles

Beyond types, companies have roles: buyer, seller, or both. Roles affect which side of a transaction they appear on. A company with the seller role appears in inbound orders. A company with the buyer role appears in outbound orders and Market deals. A company with both shows up everywhere, because that's what they do.

What lives on a company

Each company record includes: legal name, VAT number, registration number, DUNS number, website, industry, employee count, and — most importantly — links to everything that matters. Addresses (headquarters, warehouse, billing, shipping), contacts with their roles, active contracts with pricing models, and a full activity history.

The company detail page is a two-column layout. Left side: the data you need. Right side: the context you want — linked contacts, active contracts, recent orders, financial summary. No tabs to click through. No "load more." Everything visible, because when you're on the phone with a client asking about their settlement, you don't have time to navigate.

Creating a company

Click "Add Company." Fill in the name. The rest can wait — but the system will gently remind you that a company without an address is like a warehouse without a dock. Technically functional. Practically useless.

The create form uses the same layout as the edit form, because we believe in consistency and because our designer threatened to quit if we built two different layouts for the same data. (We don't have a designer. The developer threatened himself. It was a strange afternoon.)