Baack CRM – Customers, companies and permissions, ready on day one
Solutions / Customer relationships
● Customers & companiesStop rebuilding accounts. Start selling to them.
Every SaaS product ends up hand-rolling users, organisations and permissions. Baack gives you customers, companies and the links between them out of the box, so your team can build the product instead.
Companies
Contacts at Northwind UK
Alex Morgan
Group CFO2 companiesPriya Shah
Head of Digital
Pick a company — one person can belong to several, with no duplicate records.
Your customer model, already built.
Accounts, organisations and permissions are months of work that customers never see. Baack ships them as part of the same platform as your content, ready on day one.
Model customers the way they buy
Parent companies, regional subsidiaries and business units nest naturally, matching how B2B customers actually purchase — making account-based marketing and regional targeting straightforward.
One person, one unified record
Link authentication, billing and support identifiers to a single person without duplication across your product and marketing tools.
Private by default
Customer data is scoped and encrypted per account, with fine-grained access controls ensuring external agencies and regional teams only access their designated accounts.
Everything a B2B product needs.
Hierarchical company nesting
Model parent corporations, regional subsidiaries and business units as deep as your customers require, enabling group-level reporting and regional personalization.
Multi-tenant data isolation
Every tenant's data is strictly partitioned, allowing you to test campaigns and personalization variants against realistic pre-production records safely.
Fine-grained access control
Assign scoped read-only access or company-specific boundaries for team members, agency partners and third-party systems.
Unified identity identifiers
Attach IDs from auth providers, billing systems and support desks to one identity, providing a single source of truth without duplicates.
Rich structured contact details
Maintain multiple email and physical addresses per contact, categorized by role (billing, technical, operational) for accurate communication.
Shared contacts & team mailboxes
Associate individuals with multiple companies and manage group addresses (such as finance mailboxes) without creating artificial user seats.
Help shape leads and deals.
We're building a model for leads and deals on top of customers and companies, and we'd like early adopters to shape it. Tell us how your team sells today.
Start with the problem you're solving.
The CRM API uses the same typed client as your content. Jump straight to the reference for the job in hand.
- Scope API accessSeparate tenants, issue read-only keys and limit a client to a single sub-company.
- Model company hierarchiesCreate parent companies, subsidiaries and business units, and query across them.
- Link external identifiersAttach auth, billing and support IDs to one identity and look people up by any of them.
- Associate contacts with companiesAdd people to one or more companies and create generic points of contact.
- Store personal data safelyHow identity and person data are separated, scoped to account companies and encrypted.
- Import an existing users tableMove accounts and organisations from your own database into Baack without duplicates.
See where your team is waiting.
We review how content gets from idea to live today, and show which steps can go. Developers can go straight to the docs.