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Companies

Companies represent the business accounts and organizations you work with. Organize your contacts by company for better relationship management, account tracking, and pipeline visibility.

Creating a Company​

Via UI​

  1. Navigate to Customers > Companies
  2. Click + Add Company
  3. Fill in details:
    • Company Name (required)
    • Domain (website)
    • Industry
    • Size
    • (Optional) Enable auto-enrichment
  4. Click Save

Auto-Creation​

Companies can be auto-created from:

  • Contact email domains
  • Form submissions
  • API integrations

Company Fields​

FieldDescription
NameCompany name
DomainWebsite domain
IndustryBusiness category
SizeEmployee count range
RevenueAnnual revenue range
PhoneMain phone number
AddressPhysical address
OwnerAccount manager

Linking Contacts to Companies​

Manual Linking​

  1. Open contact detail panel
  2. Find the Company field
  3. Search and select company
  4. Save

Auto-Linking​

Enable auto-linking in settings to match contacts to companies by email domain.

Company Detail Panel​

Overview​

  • Company information
  • Key contacts
  • Quick stats

Contacts Tab​

  • All linked contacts
  • Add new contacts directly

Deals Tab​

  • All deals with this company
  • Total pipeline value

Activity Tab​

  • Combined timeline of all contacts
  • Company-level activities

Company Hierarchy​

For enterprise accounts, set parent-child relationships:

  1. Open company details
  2. Find Parent Company field
  3. Link to parent organization

This helps track:

  • Subsidiaries
  • Divisions
  • Regional offices

Enrichment​

Automatically enrich company data from the domain:

  • Logo fetching from domain
  • Industry classification
  • Social media links

Enable in Settings > Integrations > Data Enrichment.

Additional Capabilities​

  • Health scores: Track account health at a glance
  • Revenue tracking: Monitor account value over time

Best Practices​

  1. Use domains - Helps auto-link contacts and powers domain-based enrichment
  2. Track key contacts - Mark primary contacts
  3. Update regularly - Keep company info current
  4. Use tags - Categorize by segment

Next Steps​

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