One owner per record is a lie
Floral treats co-ownership as the default. Multiple owners on companies, people, deals, and tasks — and relations that go many-to-many where the work actually needs them to. Stop maintaining a "real owner / primary owner / actual owner" spreadsheet on the side.
Multi-owner and multi-relation, working together
Many owners on every entity
Companies, people, deals, tasks — all support multiple owners. Avatar stacks visible on cards and list rows. "My X" filters match any entity you co-own. Notifications respect every owner.
Many relations on one task or deal
A task can be tied to a company plus two people plus a deal. A deal can span multiple companies for partner deals. The work surfaces on every linked entity’s detail page, with the relation chain shown inline.
Same pattern, applied consistently
Companies
Multiple owners per company. Filterable, sortable, group-by-able. Avatar stack on every card.
People
Multiple owners per person — the joint AE/CS pattern is first-class.
Deals
Multiple owners with optional primary. Multiple linked companies for partner deals. Any number of related contacts.
Tasks
Multiple owners. Multiple linked entities — company + people + deals — in any combination.
Filters that respect it
"My deals" matches any deal you co-own. "My tasks" same. No special "shadow owner" workaround needed.
Junction-aware lists
A task linked via dialog also shows on the original company detail. No "where did this task go?" hunts.
Frequently asked
Real sales teams co-own accounts. An AE drives the new business; a CS rep takes over post-sale; a manager joins for strategic reviews. A CRM with one "owner" field forces fake conventions and bad data. Multi-owner just matches reality.
Any deal where you are an owner appears in "my deals" — primary, secondary, or shadow. Same for "my companies", "my contacts", and "my tasks". Filters respect multi-owner everywhere.
Optional. For deals you can mark one owner as primary (drives default outreach attribution). For other entities, owners are unordered.
A task can hang on a company, a person, and a deal — at the same time. Or on multiple of each. The task surfaces on every linked entity. One task, many surfaces.
Yes. A deal can be associated with multiple companies (joint procurement, partner deals) and any number of related contacts beyond the primary.
Stop fighting your CRM about who owns what
Join the CRM beta. Use Floral the way your team actually works — many people, many records, many relations.