Features

Build rich contact profiles that capture every detail your maritime operations require. Each contact record stores multiple email addresses with default selection, multiple phone numbers with default designation, avatar photos, date of birth, preferred language, and free-form tagging for flexible categorization.

Contact profiles are not static address cards — they are living records that evolve with every interaction. Thirty-one event types track every change from creation and archival to email edits, phone number updates, position changes, tag modifications, and comment threads. The result is a contact record that tells you not just who someone is, but the complete history of your relationship.

Maintain a comprehensive company database covering every organization your fleet interacts with — classification societies, flag state administrations, port agents, manning agencies, equipment suppliers, charterers, and more. Each company record holds logos, accreditations, department structures, multiple locations, and detailed contact information.

Company profiles support rich metadata including descriptions, industry classifications, and custom category hierarchies. Forty-two event types track every modification — from basic name changes and file attachments to department restructuring and subsidiary linking. The company directory becomes your single source of truth for organizational knowledge across the fleet.

Capture the full spectrum of working arrangements in the maritime industry with eleven distinct employment types: Full-Time, Part-Time, Self-Employed, Contractor, Freelancer, Intern, Volunteer, Shift Worker, Apprenticeship, Seasonal, and Other. Each employment type accurately reflects the diverse workforce reality of ship management companies.

Whether you are tracking permanent shore staff, seasonal port workers, freelance marine surveyors, or apprentice cadets, the employment type system ensures every contact's working arrangement is properly classified. Employment types attach to positions, so a single contact can hold different employment types at different companies simultaneously.

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

The position system supports manager/subordinate hierarchy, letting you model reporting relationships within and across companies. Set a primary position to identify the contact's main affiliation. Position changes are tracked as discrete events (add, edit, remove, set primary), building a complete career history within your directory.

Model the internal structure of any company with dedicated department and location entities. Departments capture organizational divisions — Technical, Operations, Crewing, Commercial, HSQE — while locations store physical addresses for head offices, branch offices, warehouses, and port facilities.

Departments and locations link to the parent company and to individual contact positions, creating a three-dimensional organizational map. When you look up a contact, you see not just which company they work for, but which department and which office. This structural detail is essential for routing communications, procurement approvals, and audit correspondence to the right people.

Model complex corporate hierarchies with subsidiary and parent company relationships. A parent company can have multiple subsidiaries, and the directory visualizes these relationships as a navigable tree structure. This is critical in the maritime industry where a single shipping group may operate through dozens of subsidiary management companies, each responsible for different vessel segments.

Hierarchical company structures ensure that when you search for a contact or company, you understand the full corporate context. Subsidiary relationships also support consolidated reporting — view all contacts, procurement history, and evaluations across an entire corporate group, not just a single entity.

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

In an industry increasingly using LinkedIn for professional networking and YouTube for fleet showcases, social media integration keeps your directory connected to the digital identity of every organization you work with. Each platform link is stored as a typed entry, making it easy to find and open the right profile.

Store essential financial and tax information for every company — VAT numbers, tax identification numbers, default currency, and designated fiscal addresses. These financial settings integrate directly with procurement and invoicing workflows, ensuring that purchase orders, quotation requests, and payment documentation carry the correct fiscal data.

For multinational maritime operations dealing with suppliers and authorities across different tax jurisdictions, centralized financial settings eliminate the risk of incorrect VAT numbers on purchase orders or wrong currencies on quotations. The fiscal address field supports cases where a company's billing address differs from its operational locations.

Organize your company directory with a configurable type and category system. Company types — such as Classification Society, Flag State, Port Agent, Supplier, Charterer, Manning Agency — are fully customizable with color coding for visual identification in lists and grids. Categories add a second organizational dimension for industry-specific groupings.

The type system includes visibility controls that determine which company types appear in different module contexts. Suggested visibility rules let administrators pre-configure which types are relevant for procurement, crewing, technical management, and other workflows — keeping each module's company picker focused and uncluttered.

The Directory module serves as the supplier master data source for Navatom's procurement workflows. Every company marked as a supplier type carries its full profile — financial settings, contact persons, accreditations, and evaluation scores — into purchase order creation, requisition processing, and quotation management.

View a company's complete procurement history directly from its directory profile: purchase orders issued, requisition lists, delivery performance, and outstanding balances. This bidirectional integration means procurement teams never work with disconnected vendor data — every supplier interaction references the same authoritative company record.

Attach evaluation models to company records for structured performance scoring. Evaluation criteria can be customized per company type — rate suppliers on delivery reliability, quality, and pricing; rate classification societies on responsiveness and survey scheduling; rate manning agencies on crew quality and documentation turnaround.

Evaluation scores accumulate over time, building a quantitative performance history that supports data-driven vendor selection and relationship management. Scores are visible from the company profile and can be compared across companies of the same type, giving fleet managers objective metrics for procurement decisions and contract renewals.

Add threaded 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 directly on the entity they relate to. Every comment action (add, edit, delete) is tracked in the audit trail.

File management supports uploading, editing, and removing 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. All file operations are recorded as discrete events in the audit trail.

Apply flexible tags to both contacts and companies for cross-cutting categorization that goes beyond the structured 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, removed, and bulk-edited with full event tracking. Use tags to create dynamic filtered views of your directory — find all emergency contacts across all port agent companies, or list every preferred vendor tagged for a specific equipment category. Tags are lightweight, user-defined, and unlimited in number.

Administrators configure company type definitions, visibility rules, and suggested visibilities through a dedicated settings interface. Visibility controls determine which company types appear in module-specific contexts — a procurement module sees suppliers and vendors, while a crewing module sees manning agencies and training centers.

Suggested visibility rules let administrators pre-set sensible defaults that can be overridden per user or role. The settings system also manages the category hierarchy, color assignments for company types, and default behavior for new company creation. Centralized configuration ensures directory consistency across your entire organization.

Every action within the Directory module is recorded in a granular event log spanning 73 event types — 31 for contacts and 42 for companies. Contact events track creation, deletion, archival, attachment changes, avatar uploads, company binding, birth date updates, comment threads, email and phone number management, name edits, position changes, language preferences, and tag modifications.

Company events cover an even broader scope including activation/deactivation, department and location changes, financial setting updates, logo management, subsidiary linking, and social media account changes. Each event carries full user attribution, timestamp, and contextual data. The combined audit trail provides a second-by-second history of every CRM change, fully auditable for ISM compliance and internal governance.