Contacts, Companies, and Opportunities

Almost everything in Harmonia hangs off three records: contacts, companies, and opportunities. Understand how they connect and the rest of the product gets a lot smaller.

Contacts

A contact is a person. First name, last name, email, phone, plus whatever custom fields your org has defined. Contacts can be leads, customers, partners, vendors — Harmonia doesn't force a single status on them. They're the only object that owns conversations directly: every SMS, email, or call is attached to a contact's timeline.

You can tag contacts (free-form labels), put them into segments (saved filter queries), and score them. The contact detail page shows their activity timeline, related companies, open opportunities, tasks, notes, and files in one scroll.

Companies

A company is a business. Name, domain, industry, plus custom fields. Contacts and companies are joined by a many-to-many relationship — one contact can be tied to multiple companies (think a consultant who works with two clients), and one company can have many contacts (the buying committee).

The company detail page rolls up everything across the contacts who work there: total opportunities, total pipeline value, recent activity. Use companies when the buying decision is corporate rather than personal — B2B, agency clients, broker-to-funder relationships.

Opportunities

An opportunity is a deal in progress — a specific revenue or workflow event you're trying to close. It belongs to a pipeline (which has stages) and is linked to one contact (the primary stakeholder) and optionally a company.

Opportunities carry the data that matters per-deal: amount, expected close date, probability, plus custom fields you've configured for that pipeline. Pushing an opportunity through stages is the core CRM motion — see Pipelines & Stages for how the stage machinery works.

How they fit together

A practical example: a contact named "Jordan Park" works at a company called "Park Logistics." You're trying to close an opportunity worth $80k to provide them a six-month service contract. Jordan's contact page shows the opportunity in his sidebar. Park Logistics' company page shows Jordan as a contact and the opportunity in its pipeline list. The opportunity itself shows both.

When you need additional structure on top of an opportunity — for example, brokering between a contact and several lenders — that's where Submissions come in.