> Separate your records, save from LinkedIn and prepare the next sales step using current data.

Source: https://hice.ai/en/blog/web-ai-client-database
# How to organize clients, contacts and companies in a CRM

- Separate companies, contacts and opportunities
- From a LinkedIn profile to your CRM
- What information enters the record
- Follow up on the contact you saved
- A conversation does not replace a database
- Tools to put the workflow into practice

## Separate companies, contacts and opportunities

A company is the organization, a contact is a person, and an opportunity represents potential work. Putting everything in one cell makes it difficult to see who you know and which conversation you are following. People change roles, while companies can have several contacts and opportunities.

Hice connects these records. Start with the company, link the contact and add an opportunity when there is a concrete request. The commercial record remains useful before a deal exists: it preserves notes, context and activities without confusing an interesting profile with a qualified sale.

## From a LinkedIn profile to your CRM

Open the contact's profile, launch the extension and choose to save a contact. Check name, role and company in the preview. Associate the contact with the correct company, using an existing record when available. You can also retain data from a LinkedIn company page. Confirm to save the individual record.

The practical benefit is less copying while retaining your review. If the source has no email or phone, saving does not automatically enrich those fields. Your first commercial activity may be completing the relationship and recording why the contact matters.

## What information enters the record

Saving uses information available in the profile you are viewing. Email and phone numbers are not invented or discovered behind hidden fields. When absent, those fields remain empty; you can complete them later from a valid source.

Check information that changes, including current employer, role, location and availability. Capturing a profile does not establish that someone is seeking work or wants an offer. For subsequent work, preserve the relationship context and distinguish observed information from your own assessment.

## Follow up on the contact you saved

A record without a next step becomes another forgotten archive. After saving, add the research context, assign an internal owner and define an activity. Link an opportunity when there is a request; otherwise avoid inventing a value or closing probability.

Ask ChatGPT or Claude connected to Hice to prepare a briefing or proposed update from your notes. Specify that it is a draft and review the fields before confirming the write. Preparing a message does not mean the assistant has sent it.

## A conversation does not replace a database

Chat can help organize information, but a conversation alone does not create a shared system of records, relationships and permissions. Paste a candidate list and the assistant works with that copy; it does not automatically receive subsequent changes in your business software.

With Hice connected, the assistant consults accessible records through connector operations. The database remains the place for identities and relationships; chat is an interface for reading, analyzing and proposing actions. For records just saved through the extension, request a fresh read: an earlier answer does not update itself.

## Tools to put the workflow into practice

- Client database
- Save LinkedIn contacts
- CRM with less data entry

## Put this guide into practice with free software

HICE connects candidates, clients, consultants, timesheets and expenses. The free plan includes up to 10 employees and 5,000 CVs for companies, and 500 CVs for freelancers.

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