Overview of Branch (Company) Management in Horilla CRM

Managing multiple company locations or business units requires proper structure and centralized control. Horilla CRM provides a dedicated Branches (Company) Management module that allows administrators to define, manage, and configure branch-level company records with clarity and consistency.

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More than just storing company details, the Branch module also includes automated sales stage setup, ensuring that every branch is operationally ready immediately after creation.

This blog explains how Branch (Company) management works in Horilla CRM and how administrators can efficiently manage branch records from setup to configuration.

Accessing Branches in Horilla CRM

Branches are managed from the Settings area, making them easy for administrators to locate and control.

To access Branches:

1. Open Settings
2. Go to the Base section.
3. Click Branches

This opens the centralized Branch management page, where all company branches are listed and maintained.

Branch List (Table) View

The Branch list view presents all branches in a structured table layout with key business information. This helps administrators quickly review and manage multiple company locations.

The table typically displays:

• Branch / Company name
• Email address
• Number of employees
• Headquarter status
• Currency
• Action buttons (Edit / Delete)

Built-in Controls

The list view includes helpful controls such as:

• Search for quick branch lookup
• Column sorting
• Quick action icons
• New branch creation button

This makes large-scale branch administration simple and organized.

Creating a New Branch (Company)

Adding a new branch is straightforward and structured. Administrators can create a branch directly from the Branch list page.

To create a branch:

1. Click the New button
2. Enter company details
3. Provide contact and operational information.
4. Fill address and localization settings.
5. Save the branch record.d

Typical branch fields include:

• Company name
• Email address
• Website
• Contact number
• Number of employees
• Annual revenue (if applicable)
• Headquarter indicator

Once saved, the system immediately moves into stage configuration — a unique and powerful feature.

Automated Stage Setup After Saving a Branch

A standout capability of Branch (Company) Management in Horilla CRM is the automatic opening of sales stage templates right after a branch is saved. This ensures every branch starts with a properly defined sales workflow.

Instead of leaving pipeline configuration for later, the system guides administrators through it immediately.

Lead Stage Template

Immediately after saving the branch, the Lead Stage configuration window opens automatically.

Administrators can configure the branch’s lead process by:

• Selecting default lead stages
• Adding custom lead stages
• Reordering stages
• Setting order numbers
• Defining probability percentages
• Marking a stage as Final

Both default stages and custom stages are supported, allowing flexibility with standardization.

Opportunity Stage Template

After the lead stages are saved, the system automatically opens the Opportunity Stage configuration window.

This allows administrators to define the opportunity pipeline for the branch.

Configuration options include:

• Default opportunity stages
• Custom opportunity stages
• Stage order control
• Probability percentage settings
• Final stage marking

This two-step automated setup ensures each branch has a complete and usable sales pipeline from day one.

Branch Detail View

Once a branch is created and the stage setup is completed, administrators can open the branch record to view full details.

Clicking a branch name opens a structured detail page organized into sections.

Company Information

• Company name
• Email address
• Website
• Contact number
• Number of employees
• Revenue (if used)

Address Information

• City
• State / Province
• Country
• ZIP / Postal code

Localization Settings

• Time zone
• Language
• Currency

This read-only layout allows quick review without entering edit mode.

Updating Branch Information

Branch details can be updated at any time using the Edit option available in both the list view and the detail page.

Administrators can update:

• Company contact details
• Address fields
• Localization settings
• Headquarter status

The editing experience is consistent and simple.

Horilla CRM’s Branches (Company) Management module is built to support structured multi-location business operations. From centralized branch access and clean list views to guided creation and automated stage setup, the module ensures that every branch is both properly recorded and operationally ready.

By automatically prompting Lead and Opportunity stage configuration after branch creation, Horilla CRM removes setup gaps and standardizes sales workflows across branches — helping administrators maintain accuracy, consistency, and efficiency from the very beginning.