Company & Contact Manager
Create a flexible foundation for every company, contact and relationship in the asset lifecycle.
The Company & Contact Manager connects customers, suppliers, partners, dealers, brokers and internal teams to the assets, contracts, workflows and portals they interact with.
With configurable data structures, role-based access and reusable relationship models, organizations can manage complex ecosystems in a way that fits their business. Built on Purple Unity Foundation capabilities such as search, authorization and integrations, it ensures the right people get access to the right information, actions and digital experiences.
Managing Companies & Contacts
Efficient Management of Companies and Contacts
Purple Unity's CCM module offers an efficient blend of a user-friendly interface and advanced APIs for managing companies and contacts. It enables seamless creation, editing, and deletion of details, with API flexibility for easy system integration. This approach ensures effective handling of business and contact data, essential for dynamic environments, and facilitates smooth navigation through complex company relationships and networks.
Segment Customers
Targeted Customer Segmentation for Enhanced Marketing
Customer segmentation extends beyond marketing to influence post-login data access. It enables businesses to customize data access and marketing for specific groups, delivering relevant content and improving user experience. This strategy enhances marketing accuracy and streamlines access to relevant information, leading to more personalized and efficient customer interactions
SSO & CIAM
Seamless Authentication with SSO and CIAM Integration
Integrating Single Sign-On (SSO) with Customer Identity and Access Management (CIAM) streamlines authentication by linking internal Active Directories and external CIAM solutions. This setup simplifies user access with a single credential system, enhancing security and user experience across various platforms
Customer Boarding
Streamlined Onboarding of New Customers with Corporate Account Setup
Our system simplifies the onboarding of new customers by offering the setup of corporate accounts that include multiple employees. This streamlined approach enables easy management and collaborative access for entire teams, enhancing the overall onboarding experience.
Smart and Simple Authorizations
Efficient Authorization Tailored to Business Needs
Our authorization system provides rights based on business capabilities, with possible restrictions tied to assets or company relations. This smart and straightforward approach aligns user access with their specific roles and operational requirements, enhancing both security and efficiency. The system dynamically adjusts permissions, ensuring a streamlined and secure user experience that precisely meets business needs.
Flexible profile structures
Shape company and contact profiles around your business
Tekst
Every organization works with different types of companies, contacts, roles and relationships. With Purple Unity’s Company & Contact Manager, you can adapt the underlying data structures for company and contact profiles to match your business context. Add the fields, classifications, relationships and profile details you need, while keeping the information connected to assets, contracts, services, authorizations and customer-facing experiences.
Turn company and contact data into usable business context
The Company & Contact Manager helps organizations manage companies, contacts, roles, relationships and profile data in one structured way. By combining flexible profile structures, authorizations, segmentation and integrations, organizations can create a reliable foundation for customer, partner, supplier and stakeholder interactions across portals, workflows, assets and services.
Purple Unity products help asset-driven organizations connect assets, data, people and processes across the full asset lifecycle.
Asset Data Manger
Company & Contacts Manager
Contract Manager
Asset Sharing Engine
Service & Support Engine
Auction Engine
The foundation behind every capability
Purple Unity is built on a shared foundation that connects assets, information, people and systems across the asset lifecycle. This foundation helps organizations structure asset information, collaborate in context, control access, integrate with existing systems and create digital experiences for every stakeholder involved.
Flexible information modeling
Structure asset information around your business, processes and relationships. Model assets, attributes, lifecycle stages, ownership, availability, documents and interactions in a way that fits your organization.
Document & media management
Keep documents, media and files connected to the right asset, process or collaboration context. Manage manuals, certificates, images, contracts, reports and other relevant information where it is actually used.
Search
Find asset information, documents, relationships, activities and historical context across Purple Unity. Help users quickly understand what exists, where it belongs and what has happened before.
Authorization
Give people access to the right information at the right moment. Control visibility and permissions based on roles, organizations, asset context, lifecycle stage or collaboration scenario
API & events
Connect Purple Unity with the systems that already support your business. Use APIs and events to exchange asset data, trigger workflows, synchronize information and keep digital processes aligned
AI enablement & MCP
Make asset information and business context available to AI agents in a controlled and reliable way. Enable AI-supported search, assistance, automation and decision support without losing governance over your data.
Custom front-ends
Create portals, apps and digital interfaces for customers, partners, employees or agents. Build experiences that match the needs of each user group while using the same shared asset context underneath.
Journaling and Analytics
Capture changes, events, actions and activity across the asset lifecycle. Turn this history into dashboards, reports and insights that improve visibility, collaboration and decision-making.Start with the workshop playbook
Use the playbook to prepare your exploration: map your asset lifecycle, stakeholders, systems, collaboration challenges and opportunities for applied AI.
