B2B workflow gaps – Company→Contact creation and address inheritance

Ideas and Feature Requests
1

Title: B2B workflow gaps – Company→Contact creation and address inheritance

My idea is:

I recently migrated from Odoo CRM to self-hosted Mautic 5 and I’m genuinely impressed with the email automation capabilities. However, there are two fundamental B2B workflow gaps that make day-to-day contact management significantly more painful than it should be.

Issue 1 – No way to create a new Contact directly from a Company record

When I open a Company record, I can see the list of associated Contacts at the bottom – but there is no “+” button or any shortcut to create a new Contact pre-assigned to that Company.

The current workaround requires navigating away to Contacts → New, manually typing or selecting the Company name, and filling in all address fields from scratch. For B2B use cases where a Company has multiple employees (contacts), this is a significant friction point and slows down data entry considerably.

Suggested solution: Add a “+ New Contact” button directly on the Company detail view, which pre-populates the Company field and ideally inherits the Company address into the Contact form.

Issue 2 – Company address fields are not inherited when a Company is selected on a new Contact

When creating a new Contact and selecting an existing Company from the dropdown, none of the Company’s address data (Address, City, ZIP, Country) is carried over to the Contact form. Everything must be typed manually, even though the data already exists in the system.

This is redundant work for B2B users – most contacts share their employer’s address, and duplicating it for every person at the same company leads to data inconsistency and wasted time.

Suggested solution: When a Company is selected in the Contact creation form, auto-populate the address fields from the Company record. This could be implemented as a simple on-select JS lookup with an option to override.

Why this matters:

Mautic is increasingly being adopted as a self-hosted alternative to commercial CRM/marketing platforms. B2B users – companies selling to other companies – represent a large and growing segment. Both issues above are standard features in every B2B CRM (Odoo, HubSpot, Salesforce), and their absence creates real friction when managing company-centric contact databases.

I would love to contribute to Mautic’s growth and would be happy to help test any fixes or provide detailed UX feedback. These two improvements would make a significant difference for B2B users considering Mautic as their primary contact management platform.

Mautic version: 7.0.1 (self-hosted via Docker)

1 Like
2

I also switched over from Odoo. Odoo’s EDM functionality is so fragile that it barely holds up, so I decided to try a new direction. I found that Mautic’s marketing automation capabilities are quite powerful, so I decided to give it a try. Additionally, Odoo’s strength isn’t really in its EDM features.

1 Like
3

Hello,

Yes great idea’s.

I hope to see them both implemented in the next Mautic release very soon. It would save me a great deal of time as well.

And wonderful Mautic marketing by the way - you should be a marketeer.

Thanks.

1 Like
4

In my experience it’s much better to create a segment and campaign (or even triggers), and push them to an open source CRM from Mautic.

You can use any N8N, which makes it a lot easier, and then create a two way sync between both systems.

For example, if I’m doing a cold email campaign and somebody becomes an opportunity or contact in my CRM, that triggers that domain to be added to a segment so I can stop cold emailing everyone in that company… Mautic was never meant to be a CRM, but when connected properly, it makes a great teammate.

My two favorite CRMs to connect are Espo CRM and I’m excited to give this open source one a try… Free & Open Source CRM Software | Frappe CRM

5

PS the auto population feature you are requesting for populating company details… I’m pretty sure you could pull this off using a mautic campaign…. Something like if contact has x company name, search for x company, then populates said Fields in contact with x information from x company…. I have not personally tried it but I know that using Mautic campaigns usually solves a lot of on demand customizations like this… That’s why I love Mautic segments and campaigns, the GUI makes it so easy