SIREN lookup, contacts, related contracts.Duplicates flagged at entry.The directory that feeds your contracts, instead of being re-entered every time.
Taken from the SIREN lookup
Account manager · 2 contacts in total
Flagged when the “DATALYS” record was created
Company name, address, registration number: for every contract, someone copies out the same information, with the risk of an error in a binding document.
“Datalys”, “DATALYS SAS”, “Datalys Lyon”: three records for a single supplier, with its contracts spread across them.
Who signs at this client, who follows the contract at this supplier? The information is in an old email or in a colleague's head.
Pactolane's counterparty directory brings your clients, suppliers and partners together in one record per organization: legal identity with SIREN lookup, contacts, related contracts, activity history and internal notes.Duplicates are flagged at creation and can be merged by reassigning contracts. Included from the Team plan.
SIREN lookup in the official French database, intra-EU VAT number lookup when available, and pre-filling of the name and address.
An alert appears when a similar name already exists, regardless of capitalization or accents. Merging keeps the values you choose and reassigns the contracts.
Five tabs: overview, contacts with a main contact, activity, documents and related contracts, internal notes.
Name, type (client, supplier, partner or other), contact details and SIRET, with SIREN lookup to pre-fill. On the Growth and Scale plans, you can also import your accounts from your CRM.
Name, email, phone, job title. The first contact becomes the main contact, which you can change.
When creating a contract, you choose the counterparty and its contact; the template fields designed for this are filled in from the record.
Client, supplier, partner or other, with a filter by type and a search by name or email.
Official French database for SIREN, intra-EU VAT number when available, name and address pre-filled.
Alerts on similar names when a counterparty is created and on contacts already entered, regardless of capitalization or accents.
Choice of values to keep, reassignment of the duplicate's contracts to the main record, deletion of the duplicate.
Several contacts per counterparty with a main contact, and internal notes reserved for your team.
All the counterparty's contracts on its record, and an activity feed: signed contracts, documents exchanged, notes.
Counterparties' email, phone and address are encrypted in the database with AES-256-GCM.
Archive an inactive counterparty and restore it if needed. Export the filtered list to CSV.
A counterparty directory is the reference list of the organizations a company contracts with (clients, suppliers, partners), with each one's legal identity, contacts and contracts. In Pactolane, each counterparty has a reference record that feeds contract creation, instead of being re-entered in every document.
When you create a counterparty, Pactolane offers a SIREN lookup in the official French database and, when available, a lookup by intra-EU VAT number, then pre-fills the name and address. The SIRET number entered is validated as a 14-digit number. During contract creation, this information then feeds the template fields linked to the counterparty record.
Pactolane flags, as soon as a counterparty is created, that a similar name already exists, regardless of capitalization or accents, and does the same for contacts. When a duplicate exists, merging lets you choose the values to keep, reassigns the duplicate's contracts to the main record and then deletes the duplicate.
Pactolane imports the accounts and contacts from your connected CRM, Salesforce, HubSpot, Pipedrive or Zoho CRM, on the Growth and Scale plans: accounts feed the counterparty records, and contacts feed their contacts. Integration details are on our integrations page.
In Pactolane, counterparties' sensitive information (email, phone and address) is encrypted in the database with AES-256-GCM, encryption being one of the processing security measures cited in Article 32 of the GDPR. The data is hosted in France and Belgium, on Google Cloud. Access to the platform is role-based, and two-factor authentication (MFA) can be enabled on each account. Full details are on our security page.
Pactolane's counterparty management is included from the Team plan (€149 per month excl. VAT, 7-day free trial). Import from a connected CRM is available on the Growth (€499 per month excl. VAT) and Scale (from €2,500 per month excl. VAT) plans. Full details are on our pricing page.
Free trial on the Team (7 days) and Growth (14 days) plans.
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