> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sweetspotgov.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Companies & Contacts

> Built-in CRM for the companies and people behind every opportunity

Sweetspot includes a built-in CRM for the companies and contacts behind your opportunities: primes, subs, teaming partners, competitors, and the people at each.

## Companies

Find your companies under **Library → Companies**, and link them to the pursuits they're involved in. Each company profile can capture:

* **Legal & identifiers**: legal name, DBA name, aliases, UEI and CAGE codes (which link the profile to federal data), and parent company for ownership links.
* **Relationships**: relationship status (teaming partner, competitor, customer, and so on), priority, primary contact, and last-contacted date, so account management context lives with the record.
* **Compliance**: SAM registration status and expiration date, business size, socioeconomic status, and facility clearance, the facts you check before teaming.
* **Capabilities**: a capabilities summary, core capabilities, primary industry, NAICS and PSC codes, contract vehicles, and set-asides, so you can search your network by what companies actually do.
* **Departments and people**: organize a company into departments and attach the people you know there; Sweetspot also suggests team members it finds.
* **Basics**: website, LinkedIn, employee range, and a description.

An **activity timeline** tracks interactions and mentions, so the history is there when the recompete comes around.

## Contacts

Track the people under **Library → People**. Contacts connect to their companies and to pursuits, so you always know who your points of contact are on any given bid. Each person can capture:

* **Identity**: full name plus preferred name, suffixes, and aliases, so search finds "Bob Smith" even when the resume says "Robert."
* **Contact details**: email and alternate email, mobile and office phone, and LinkedIn.
* **Affiliation**: the company or agency they belong to, their department, and their title. People are either **internal team members** or **external contacts**.
* **Engagement**: relationship status, priority, tags, and last-contacted date for external contacts.
* **Resume**: attach an existing resume or upload one; for internal people, this is what the AI draws on when matching personnel to solicitation requirements.

## Auto-extraction and import

Sweetspot can extract company and contact information from documents: upload a capability statement or an email thread and the AI populates the profile. You can also bulk-import companies and contacts from spreadsheets and merge duplicates.

## Common uses

* **Teaming**: search your partner network by capability when the capability matrix shows a gap.
* **Recompetes**: the incumbent's profile carries your interaction history from the last cycle.
* **Turnover**: when an employee leaves, their relationship history stays in the record.

<Tip>
  A company's award history lives in its [Federal Market Intelligence](/intelligence/federal-market-intelligence) recipient profile; the CRM profile holds your private relationship notes. Both link from the same company.
</Tip>