Information about IT-environment prospect

Whenever we have a first meeting with a prospect, we want to understand what their IT-environment looks like. Think of number of laptops, servers, network devices, but also the type of internet connection, Microsoft 365 licenses etc etc. Currently we collect this information in OneNote, but it would be much better to log this information directly in Autotask or Salesbuildr.

Would it be an option to use the company section to log this type of information? Maye under 'About' or a new tab called 'IT environment'.