# Add company identification to a CRM product

Use case · Platforms · Planned API workflow

Canonical page: https://datasdk.ai/use-cases/add-company-identification-to-a-crm-product

Plan a feature that puts company context beside the account record.

## Who this helps

A CRM builder wants company visits to support account research inside its product.

## How to use it

1. Define the fields users need to make a research decision.
2. Agree API access and map domains to authorized tenant accounts.
3. Design review and unknown states before enabling any account changes.

## Illustrative example

A proposed CRM panel would show a matched business and relevant pages next to its record.

## What to check

The full API is coming soon; a native CRM integration is not promised.

## How Data SDK fits

The full Data SDK API is coming soon. Platform and AI-agent workflows are planning examples. Confirm access, data delivery, usage, branding, and resale terms before building or selling a feature.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

## Related reading

- [CRM](https://datasdk.ai/glossary/crm): A customer relationship management system stores business relationships, contacts, and sales activity.
- [API](https://datasdk.ai/glossary/api): An application programming interface lets software request data or actions from other software.
- [Entity resolution](https://datasdk.ai/glossary/entity-resolution): Entity resolution determines whether records refer to the same real-world business.
- [Build a company-fit review queue](https://datasdk.ai/use-cases/build-a-company-fit-review-queue): Plan a workflow that turns records into explicit accept-or-skip decisions.
- [Add company context to a marketing dashboard](https://datasdk.ai/use-cases/add-company-context-to-a-marketing-dashboard): Plan a view that explains which company segments appear in the matched sample.
- [Offer identification in a website-builder product](https://datasdk.ai/use-cases/offer-identification-in-a-website-builder-product): Plan identification as a clearly explained optional website capability.

[Glossary](https://datasdk.ai/glossary) · [Use cases](https://datasdk.ai/use-cases) · [Comparisons](https://datasdk.ai/vs) · [For businesses](https://datasdk.ai/for-businesses) · [For builders](https://datasdk.ai/for-builders)
