Directory

Centralized contact directory for vendors, suppliers, class societies, and stakeholders.

Crew manager and purchaser talking at a standing desk in the head office

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Employment Types

From full-time to contractor and seasonal

3

Workplace Types

On site, remote and hybrid

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Linked Directories

Companies and their contacts, linked both ways

5

Social Media Profiles

Facebook, X, LinkedIn, Instagram and YouTube

Benefits

Why Directory?

Key advantages of Directory as part of Navatom's integrated platform.

Complete Contact & Company Records in One Place

No more scattered spreadsheets, personal address books or email signature hunting. Each contact and company your fleet works with lives in a single, searchable, always-current directory. Rich profiles hold many emails, phone numbers, positions and social media links. You always have the information you need.

Full History of Every Directory Change

Each change to each contact and company is recorded with who made it and when. Auditors, compliance officers and management can trace the complete history of any directory record.

Deep Procurement & Vendor Integration

Procurement picks its vendors from the directory. Each purchase order takes its vendor contact from that vendor's people. Vendors who open a quotation link register their own contact person. There is no duplicate data entry and there are no stale vendor records.

Flexible Company Categorization with Custom Types

Organize your directory with company types and color-coded categories tailored to your maritime operations. Per-company visibility keeps each module focused. Procurement lists your vendors. Certificates lists your issuers. Audits lists the companies you audit.

Scales from Single Vendor to Global Supply Chain

Say you manage a handful of local suppliers. Or say you manage a global network of classification societies, flag states, port agents and shipyards. Either way, the directory scales with ease. Navatom Search, subsidiary trees and per-module visibility keep a large directory easy to use.

Overview

Directory is Navatom’s CRM: every company and contact you work with, their departments, locations, positions, subsidiaries and financial settings, shared with procurement and evaluations.

Read the full overview of Directory

Navatom Directory is a dual-entity CRM built for maritime fleet management. It gives a unified, searchable directory of every contact and company your organization works with. They range from classification societies and flag state authorities to port agents, suppliers, charterers and crew manning agencies. The Directory module replaces scattered spreadsheets, address books and email signatures. In their place is a structured, always-current contact database for the whole shore office.

The module is built around 2 entity types, Contacts and Companies. They are tightly integrated. Rich profile data includes many email addresses and phone numbers. It also includes social media accounts across 5 platforms (Facebook, Twitter, LinkedIn, Instagram, YouTube). It lists 11 employment types, from full-time to seasonal. Multi-position job tracking lets a single contact hold roles at many companies, with manager/subordinate hierarchy. Hierarchical company structures model departments, locations, and subsidiary/parent links.

Each module that works with outside companies picks them from the directory. Procurement picks vendors, Certificates picks issuers, Audits picks audited companies and Vettings picks oil majors. Each company shows only in the modules you choose. Financial settings track VAT/tax numbers, default currencies and fiscal addresses per company.

A configurable system of company types and color-coded categories keeps your directory organized. Each change to a contact or company is recorded with who made it and when.

Capabilities

Key Features

How Directory helps ship managers work faster and stay compliant.

01

One Directory for Every Module

Every module that works with outside companies picks them from the same directory. Vendors on purchase orders, goods receipts and price history come from it. So do certificate issuers, the companies you audit, and the oil majors behind your vettings. Each company carries the list of modules it is visible in. So every picker shows only the companies that belong there. A company created from Audits is visible in Audits from the start.

Contacts join the directory where the work happens. A vendor who opens a quotation link registers their contact person, who lands on that vendor's record. Third-party auditors added to an audit or a vetting can be created as new contacts on the spot. So can an inspector logged as embarking in the Logbook. A purchase order's vendor contact is picked from that vendor's people.

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One Directory for Every Module

  • Modules a company shows in
  • Vendors, issuers, auditees and oil majors
  • Vendor contacts from quotation links
  • Auditors and inspectors added on the spot
  • PO vendor contact from the vendor's people

02

Company Activity Across Modules

Open a company and see what it has done with your fleet. The Activities tab lists, newest first, the deficiencies the company found on your vessels. A port state authority or class society is an example. It also lists the audits held of the company and the dry docks at its yard, with the vessel concerned.

A Purchase Orders tab lists each order placed with the company, with amounts, payment terms, incoterms and dates. An Evaluations tab collects its scores. Each list appears only to users who hold the module behind it. So a superintendent and a purchaser each see the history that matters to them.

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Company Activity Across Modules

  • Deficiencies the company found
  • Audits held of the company
  • Dry docks at its yard
  • Purchase orders with their terms
  • Evaluation scores on the record

03

Multi-Position Job Tracking

A single contact can hold positions at many companies at the same time. This reflects the reality of maritime professionals who serve as consultants, board members or contractors across several organizations. Each position records the company, job title and department. It also records the location type (On-Site, Remote, or Hybrid) and the employment type.

The position system supports manager/subordinate hierarchy, so you can model reporting lines within and across companies. Set a primary position to show the contact's main affiliation.

Each position carries start and end dates and a main office. An employer that is not in your directory can be named in free text. Position changes are logged (add, edit, remove, set primary). This builds a complete career history within your directory.

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Multi-Position Job Tracking

  • Contacts hold positions at many companies
  • Manager and subordinate levels
  • One position set as primary
  • On-Site, Remote & Hybrid location types
  • Full history of position changes

04

Company Directory

  • Logo & accreditations to standards
  • Departments and locations
  • Account owner & working regions
  • Each change logged
  • Looked up on board in the ship app
How it works

Keep a company database of each organization your fleet works with. That includes classification societies, flag state administrations, port agents, manning agencies, equipment suppliers and charterers. Each record holds logos, accreditations, department structures, many locations and detailed contact information.

Each company also records its account owner, date incorporated, working regions and website. It keeps phone numbers and email addresses with defaults. Its types and category sit alongside. Every change is logged, from name edits and file attachments to department changes and subsidiary links.

The company directory becomes your single source of truth for company knowledge across the fleet. Officers on board look up companies and contacts in the ship app.

05

Subsidiary & Parent Company Relationships

  • Corporate tree you can browse
  • Many subsidiaries per parent
  • Create or link subsidiaries
  • Key for shipping groups with many entities
How it works

Model complex corporate hierarchies with subsidiary and parent company relationships. A parent company can have many subsidiaries. The directory shows these relationships as a tree you can browse.

This is critical in the maritime industry. A single shipping group may operate through dozens of subsidiary management companies. Each is responsible for different vessel segments.

Hierarchical company structures mean you understand the full corporate context when you look up a contact or company. Each company's Subsidiaries tab shows the whole tree below it, several levels deep. It also shows the modules each subsidiary is visible in. A new subsidiary can be created straight from its parent.

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Procurement Integration

  • Vendor list for purchase orders
  • Vendor contact from the vendor's people
  • Purchase orders on the vendor record
  • Contacts from quotation links
  • Goods receipts & price history
How it works

The Directory is the vendor list behind Navatom's procurement. Each company visible in Procurement can be chosen as the vendor on a purchase order. Its people fill the vendor contact on that order. Goods receipts and purchase price history pick vendors from the same list.

Open a vendor's record to see each purchase order placed with it. You see amounts, payment terms, incoterms and dates. A vendor may open a quotation link and register their contact person. That person is added to the vendor's record, so procurement teams never work with disconnected vendor data.

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Comprehensive Contact Management

  • Many emails, with a default
  • Many phone numbers, with a default
  • Avatar photo uploads
  • Each change logged
  • Preferred language & date of birth
How it works

Build rich contact profiles that hold each detail your maritime work needs. Each contact record stores many email addresses with a default. It stores many phone numbers with a default. It also stores avatar photos, date of birth, preferred language, and free-form tags for flexible grouping.

Contact profiles are not static address cards. They are living records that evolve with each interaction. Each change is logged. That includes creation and archival, email edits, phone number updates, position changes, tags and comments.

The result is a contact record that tells you who someone is, and also the complete history of your relationship.

08

Company Type & Category System

  • Company types you can change freely
  • Several types per company
  • Color-coded categories
  • Categories that follow the type
  • Evaluation models per type
How it works

Organize your company directory with configurable types and categories. Company types such as Classification Society, Flag State, Port Agent, Supplier, Charterer and Manning Agency are fully customizable. A company can hold several of them. Categories add a second dimension for groupings that fit your industry. Each category has its own color. This helps you spot it quickly in lists and grids.

Each type lists the categories that belong to it, so a company's category choices follow its types. It also lists the evaluation models that apply. Which modules list a company is set on the company itself. This keeps each module's company picker focused and uncluttered.

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Evaluation & Performance Scoring

  • Evaluation models you can adapt
  • Models linked to company types
  • Average score & count in the list
  • Breakdown by model
  • Data-driven vendor selection
How it works

Score the companies you work with using the evaluation models you build in Evaluation & Feedback. Build one model for suppliers, on delivery reliability, quality and pricing. Build another for classification societies, on responsiveness and survey scheduling. Link each model to the company types it fits.

Evaluation scores build up over time into a performance history in numbers. It supports data-driven vendor selection and relationship management. The company list shows each company's number of evaluations and average score. The breakdown by model shows on hover. So you can compare companies of one type side by side before a contract renewal. Each evaluation sits on the company's own page.

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Department & Location Management

  • Departments modeled for each company
  • Many physical location addresses
  • Department-to-contact linking
  • Primary location per company
How it works

Model the internal structure of any company with separate department and location records. Departments capture divisions such as Technical, Operations, Crewing, Commercial and HSQE. Locations store physical addresses. These cover head offices, branch offices, warehouses and port facilities.

Departments and locations link to the parent company and to individual contact positions. This creates a three-dimensional map of the company. When you look up a contact, you see which company they work for. You also see which department and which office.

Mark one location as the company's primary address, and give departments and locations their own codes and descriptions. So even a large group stays easy to read.

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Financial Settings & Tax Management

  • Several VAT & tax numbers
  • Default currency & freight terms
  • Fiscal address & legal representative
  • VAT exemption flag
  • Searchable legal name
How it works

Store the financial identity of each company. That covers legal name, code, legal representative, fiscal address, VAT numbers, tax numbers, VAT exemption, default currency and default freight terms. A company can hold several VAT and tax numbers. This suits groups registered in more than one jurisdiction.

The fiscal address can differ from a company's operational locations. Its country shows beside the company's name wherever the company is picked across Navatom. Navatom Search finds a company by its legal name as well as its trading name.

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Eleven Employment Types

  • Full-Time, Part-Time, Contractor
  • Freelancer, Self-Employed, Intern
  • Shift Worker, Seasonal, Apprenticeship
  • Volunteer & Other categories
  • Employment type set per position
How it works

Capture the full range of working arrangements in the maritime industry with 11 distinct employment types. They are Full-Time, Part-Time, Self-Employed, Contractor, Freelancer, Intern, Volunteer, Shift Worker, Apprenticeship, Seasonal, and Other. Each type reflects the diverse workforce of ship management firms.

You may track permanent shore staff, seasonal port workers, freelance marine surveyors or apprentice cadets. Either way, the employment type system makes sure each contact's working arrangement is properly classified. Employment types attach to positions. So a single contact can hold different employment types at different companies at the same time.

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Tag-Based Categorization

  • Flexible tags for contacts & companies
  • Ad-hoc groupings that cut across types
  • Add and remove tags, with each change logged
  • Filtered views of the directory
How it works

Apply flexible tags to both contacts and companies for grouping that cuts across the type and category system. Tags support ad-hoc groupings. Mark contacts as "Key Decision Maker", "Technical Expert" or "Emergency Contact". Tag companies as "Preferred Vendor", "Under Review" or "New Partnership".

Tags can be added and removed, with each change logged. Use tags to create dynamic filtered views of your directory. Find all emergency contacts across all port agent companies. Or list each preferred vendor tagged for a specific equipment category. Tags are lightweight, user-defined and unlimited in number.

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Comments, Attachments & File Management

  • Comments on each record
  • File upload, edit & removal
  • Avatar & logo management
  • Certificates & contract storage
  • Each action logged in full
How it works

Add comments and file attachments to any contact or company record. Comments create a permanent communication log. Record meeting notes, phone call summaries, negotiation updates and relationship context right on the entity they relate to. Each comment action (add, edit, delete) is tracked in the audit trail.

You can upload, edit and remove attachments such as certificates, contracts, accreditation documents and correspondence. Avatar and logo uploads give contacts and companies a visual identity in lists and detail views. Each file action is recorded as its own event in the audit trail.

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Settings & Visibility Control

  • Types & categories on one page
  • Visible-in modules per company
  • Category colors
  • Evaluation models per type
How it works

Admins manage company types and categories on one settings page. They set names, codes and descriptions. They set the color of each category and the categories that belong to each type. They also link the evaluation models.

Visibility is set on each company. Choose the modules a company is visible in. The company pickers in those modules then list it. The rest stay focused on their own vendors, issuers and auditees. A company created inside a module, such as Audits, starts out visible there. Central setup keeps the directory consistent across your whole organization.

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Complete Audit Trail

  • Contact changes logged
  • Company changes logged
  • Financial & visibility edits included
  • Who and when on each entry
  • History on each record
How it works

Each action in the Directory is recorded in the record's own history. On contacts, that covers creation, deletion, archival, attachments, avatar, company links and birth date. It also covers comments, email addresses and phone numbers, names, positions, preferred language and tags.

On companies, it covers activation and deactivation, account owner, accreditations, departments and locations. It also covers financial settings, VAT and tax numbers, logo, subsidiaries, types and category, and visibility. Each entry records who made the change, when, and the value it set.

The result is a full history of each directory change. It is there whenever an auditor, a manager or a colleague asks who changed what.

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Five Social Media Profiles

  • Facebook, Twitter, LinkedIn
  • Instagram & YouTube profiles
  • Typed links for each platform
  • Quick access from company profile
How it works

Link social media profiles across 5 platforms directly to company records: Facebook, Twitter, LinkedIn, Instagram and YouTube. The links give quick access to a company's public presence, marketing channels and professional network profiles, without leaving the directory.

Maritime professionals increasingly use LinkedIn for networking and YouTube for fleet showcases. Social media links keep your directory connected to the digital identity of each organization you work with. Each platform link is stored as a typed entry. This makes it easy to find and open the right profile.

DirectoryOne Directory for Every ModuleCompany DirectoryMulti-Position Job TrackingCompany Activity Across ModulesSubsidiary & Parent Company RelationshipsProcurement IntegrationCustomer Relationship ManagementCloud-BasedReal-TimeMaritime

FAQ

Frequently Asked Questions

Common questions about Directory answered.

What information can be stored for contacts and companies?

Contacts store many email addresses and phone numbers, avatar photos, date of birth, preferred language and tags. They also hold positions and comments with file attachments. A position has a company, department, job title, employment type and location type. Companies store logos, accreditations, an account owner, departments and locations. They also store subsidiary/parent links and social media accounts (Facebook, Twitter, LinkedIn, Instagram, YouTube). Companies also store financial settings: legal name, VAT/tax numbers, currency and fiscal address. A company also has custom types, color-coded categories, the modules it is visible in, tags, comments and file attachments.

How does the company type system work?

Company types are fully customizable. Admins create types like Classification Society, Flag State, Port Agent, Supplier, Charterer or Manning Agency. A company can hold several types. Each type lists its categories and evaluation models. Categories add a second layer for groupings that fit your industry. Each has a color code for quick spotting in lists and grids. A company itself sets which modules list it.

Can a contact work at multiple companies?

Yes. The multi-position system lets a single contact hold positions at multiple companies at the same time. Each position records the company, job title, department and manager/subordinate hierarchy. It also records the employment type, from 11 options including Full-Time, Contractor and Freelancer. And it records the location type: On-Site, Remote or Hybrid. One position is the primary affiliation.

How does the directory integrate with procurement?

Each company visible in Procurement can be chosen as the vendor on purchase orders, goods receipts and price history. A purchase order's vendor contact is picked from that vendor's people. A vendor who opens a quotation link registers their contact person on the vendor's record. A company's directory profile shows each purchase order placed with it. It lists amounts, payment terms and incoterms.

Can we track company subsidiaries and parent organizations?

Yes. The directory supports subsidiary/parent company relationships, shown as a navigable tree. A parent company can have many subsidiaries. Each company's Subsidiaries tab shows the tree below it, several levels deep. This is essential for maritime groups that operate through many subsidiary management companies.

Is there an audit trail for CRM changes?

Yes. Each action is recorded in the record's history. For contacts, that covers creation, archival, email and phone changes, position updates, tags, comments, attachments and more. For companies, it covers activation and deactivation, account owner, departments, financial updates, visibility, subsidiary links and more. Each entry records who made the change and when.

Do other Navatom modules use the same directory?

Yes. Procurement picks its vendors from it. Certificates picks its issuers. Audits picks the companies you audit, and Vettings picks the oil majors behind your inspections. Each company carries the list of modules it is visible in. So each picker shows only the companies that belong there. Contacts are added where the work happens too. A vendor who opens a quotation link registers their contact person. Third-party auditors and inspectors can be created as contacts on the spot.

Can I see a company's history with my fleet?

Yes. A company's Activities tab lists, newest first, 3 things. They are the deficiencies it found on your vessels, the audits held of the company, and the dry docks at its yard. Users who hold Procurement also see each purchase order placed with it. Users who hold Evaluation & Feedback see its evaluation scores.

Can crews on board look up companies and contacts?

Yes. The ship app has the directory, read-only. Officers can open company and contact records and a company's contacts and activity. They can find any of them with Navatom Search.

Related Modules

Streamline purchasing workflows from requisition to delivery with supplier integration.

Handle technical enquiries and communication between office and vessel with full traceability.

Track vessel certificates, the surveys behind them, expiry dates and renewals.

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Start your free trial today and see how Directory fits into your fleet operations.

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