Companies

Companies group your contacts by organization and provide a high-level view of your B2B relationships. Each company record tracks industry, size, customer status, lead progression, and aggregated pipeline value from associated deals.

Companies List

Navigate to CRM → Companies to see all companies in your workspace. The list displays a sortable, paginated table with 50 companies per page.

Table Columns

All columns are sortable. Click any column header to sort ascending or descending.

Filtering

The companies list provides several filtering options:

• Status tabs — Quick-filter by All, Prospect, Customer, or Inactive
• Lead Status dropdown — Filter by Target, Engaged, Qualified, Customer, or Churned
• Inline search — Search by company name, industry, or website with a 500ms debounce for smooth performance
• Saved filter presets — Save and reuse your most common filter combinations using the filter presets button

Exporting

Click the Export button to download the current filtered view as a CSV file. The export respects all active filters, so you can narrow down your list before exporting.

Row Actions

Each company row includes a context menu with the following actions:

• View Details — Open the company detail page
• Convert to Customer — Change the company status to Customer
• Delete — Remove the company (with confirmation)

Creating a Company

1. Navigate to CRM → Companies
2. Click the + button (or use Quick Add → Company from the header)
3. Fill in the company details:
   • Name (required) — The company name
   • Website — Company URL (validated for proper format)
   • LinkedIn — Company LinkedIn URL
   • Industry — Business sector
   • Company Size — Organization size category (1-10 up to 1000+)
   • Phone — Primary phone number
   • VAT / Tax Number — Tax identification number
   • Annual Revenue — Company's annual revenue
   • Currency — Revenue currency (USD, EUR, GBP, etc.)
   • Address — Full address (street, city, state, postal code, country)
   • Customer Status — Initial status (Prospect, Active, Inactive, Churned)
   • Lead Status — Pipeline position (Target, Engaged, Qualified, Customer, Churned)
   • Notes — Free-text notes about the company
4. Click Add Company

You can also create companies via the AI Assistant by saying something like "Create a company called Acme Corp in the software industry."

Company Detail Page

Click on any company to open its detail page. The page is a single workspace for everything that happens with that account — pipeline, contacts, commerce (quotes, invoices, subscriptions, retainers), delivery (projects, tickets), and audit history. The layout adapts to the account tier: enterprise accounts open straight into the pipeline; smaller accounts open into an overview built around the next sale.

Account tier — the most important badge

The leftmost chip in the header tells you, and your team, what kind of account this is:

The tier is derived in this priority order: (1) the explicit account_tier field you set in the Edit dialog, (2) the company size band, (3) the annual revenue range, (4) SMB if nothing is set. If you change any of those fields, the chip — and the whole page's defaults — re-derive immediately.

Header actions

In left-to-right order:

• Tier chip — derived as above.
• Health chip — Healthy / At Risk / Inactive, computed from open-deal count and days since the last logged activity.
• Lead status and Customer status badges — when set.
• History icon — opens an audit-log side drawer with every change made to this company.
• Edit — opens the company edit dialog.
• Convert to Customer — when the company is not yet a customer.
• Promote to Workspace — when you are on a parent workspace and want to spin this account off as its own child workspace (client portals, agencies).
• Create ▾ — the universal action menu. See below.

The Create ▾ menu

A single button replaces every scattered "create" affordance. The menu lists everything you can create from this company, and the order changes by tier so the most likely action is always first.

SMB and mid-market — cash-first order:

1. Quotation — opens /sales/new with the company and primary contact pre-filled.
2. Invoice — opens /finance/invoices/new with the company pre-filled, ready to bill.
3. Deal — opens the inline Create Deal dialog.
4. Project — opens the project create flow.
5. Support ticket — opens the ticket create flow.
6. Activity — opens the inline Create Activity dialog.

Enterprise and key account — pipeline-first order:

1. Deal — opens the inline Create Deal dialog.
2. Quotation
3. Project
4. Invoice
5. Support ticket
6. Activity

Deal and Activity stay in-modal because they appear on this same page; the rest navigate to their respective module pages where the richer creation UX (templates, line items, source seeds) lives. Every option pre-fills company_id and, where applicable, the primary contact — you never re-pick the account you're already looking at.

Tabs

The tab row, in order: Overview · Pipeline · Contacts · Commerce · Delivery · Details. Enterprise and key-account companies open on Pipeline by default; everyone else opens on Overview.

Overview

A compact deals list (most recent stage transitions on top) plus the last five activities. Each closed-won deal in the list shows two inline buttons (described below in Quick actions on won deals). This is the right starting point for SMB accounts where each deal tends to be a one-shot quote-to-invoice flow.

Pipeline

The full pipeline kanban, scoped to this company's deals only. Drag a card between stages — the same stage-transition prompts (next-action capture, won confetti, lost-reason form) you get on the global /crm/opportunities page fire here too. This is where enterprise reps will live: it's the single view of every active opportunity on the account.

Contacts

All contacts linked to this company. Add Contact creates a new contact with the company pre-filled; Link Existing searches for and attaches an existing un-linked contact.

For enterprise and key-account companies, each contact row also shows a stakeholder role selector — see Stakeholder roles below.

Commerce

Everything paid or to be paid:

• Outstanding balance and Active MRR summary strip on top.
• Invoices — last 10 for this company, each linking to the full invoice. "New invoice" button at the top.
• Quotations — last 10 from the Sales module.
• Subscriptions — last 10 active recurring contracts (card auto-hides when there are none).
• Retainers — the existing retainer block.

Delivery

What you owe this customer after the sale closes:

• Projects — the last 10 active or planned projects tied to this company.
• Support tickets — the last 10 tickets the company has opened, with priority and status badges.

Details

The company-information card: website, phone, address, industry, size, revenue, customer-since, notes, and tags.

Quick actions on won deals

On every closed-won deal — whether it shows in the Overview, Pipeline, or Deals list — two small buttons appear inline:

• Invoice — turns the won deal into an invoice draft. If an invoice was already created for this deal, the button opens the existing one instead of creating a duplicate. Deal line items copy over; if there's no breakdown, a single-line invoice is generated from the deal value. You land on the invoice page ready to send.
• Project — spins up a project linked to this deal. The project's company, start date (today), end date (today + 90 days), and deal_id link are pre-filled. If a project already exists for this deal it opens that instead.

Both actions are idempotent — clicking twice never creates duplicates.

Stakeholder roles (enterprise + key account)

On enterprise and key-account companies, every contact row in the Contacts tab exposes a role selector:

This is the default role this person plays at this company. If a specific deal needs a different mapping (the legal reviewer becomes the decision-maker on a small renewal, for example), per-deal roles are still managed on the deal detail page and override the contact default in that context.

Audit history (drawer, not a tab)

The audit log opens as a right-side drawer when you click the history icon in the header. It's reference data, not workflow, so it doesn't take a top-level tab — but every field change, status flip, and conversion is captured there with the user and timestamp.

Company Properties

Core Fields

Classification

Lead Tracking

Computed Fields

These fields are calculated automatically and cannot be edited directly:

Customer Status

Customer status tracks where a company sits in your commercial relationship:

• Prospect — A potential customer you are evaluating or pursuing
• Customer — An active paying customer
• Inactive — A former customer or dormant account

You can change a company's status at any time from the list page (via the row action menu) or from the detail page.

Converting to Customer

When a prospect closes their first deal or begins a commercial relationship, convert them to a Customer:

1. From the companies list, click the row action menu and select Convert to Customer
2. Or from the company detail page, use the Convert to Customer action

This updates the customer status and is reflected immediately across the CRM.

Lead Status

Lead status provides a more granular view of where a company sits in your sales funnel:

ICP Score

The ICP (Ideal Customer Profile) score is a number from 0 to 100 that indicates how well a company matches your ideal customer profile. Use this to prioritize outreach and focus your team's efforts on the best-fit accounts.

• 80-100 — Strong fit, high priority
• 50-79 — Moderate fit, worth pursuing
• 0-49 — Weak fit, lower priority

Set the ICP score manually from the company detail page sidebar.

Relationships

Companies are the organizational hub of your CRM, connecting contacts and deals:

Companies and Contacts

Each contact can belong to one company. There are several ways to manage this relationship:

• When creating a contact — Select a company from the searchable Company dropdown in the create form
• When editing a contact — Change or clear the company from the edit dialog
• From a company page — Use Add Contact (creates a new contact with the company pre-filled) or Link Existing (associates an existing contact)
• Quick Add — Use the header + button or Cmd+Shift+N to create a contact with a company selected

The company detail page shows all linked contacts in the Contacts tab, and the companies list shows a contact count for each company.

Companies and Deals

Deals can be associated with a company. The company detail page shows all related deals, and the companies list shows a deal count plus the total open pipeline value. This gives you an account-level view of revenue in play.

Pipeline Value

The Pipeline column in the companies list shows the aggregated dollar value of all open deals for each company. This is calculated automatically and updates in real time as deals are created, updated, or closed.

Tips

• Set account_tier explicitly on your top 20 accounts. Don't leave it to inference. The tier drives the default tab, the Create-menu order, and whether stakeholder roles are visible — getting it right once saves friction on every visit.
• For enterprise accounts, fill in stakeholder roles early. A complete stakeholder map (Champion, Economic Buyer, Decision Maker, Blocker) on day one is the single best predictor of close rate in long-cycle deals.
• On SMB accounts, use the Create ▾ menu's first option without thinking. The tier puts the right action first — Quote for transactional accounts, Deal for strategic ones.
• Use the "Invoice" and "Project" buttons on won deals instead of recreating the customer context elsewhere. Both are idempotent, so clicking twice doesn't create duplicates.
• Use the Lead Status filter to build targeted lists for outreach campaigns.
• Sort by Last Activity to identify accounts that need attention.
• Keep the ICP Score updated to help your team prioritize high-value accounts.
• Use CSV export with filters to create segmented lists for email campaigns or reporting.
• Click the Contacts or Deals count in the list to jump directly to related records.
• Use saved filter presets to quickly switch between your most common views (e.g., "High-value prospects" or "Inactive customers").