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 detail view is split into a main content area and a collapsible sidebar.

Header

The company header displays the company name, logo, and key status badges. From here you can:

• Edit company information inline
• Convert the company to a Customer
• Access quick actions

Sidebar

The sidebar shows company properties at a glance:

• Core information — Name, website, phone
• Classification — Industry, company size, customer status
• Lead tracking — Lead status and ICP score
• Notes — Free-text notes

Related Contacts

The Contacts tab shows all contacts linked to this company. Each contact shows their name, role, and type badge. Click any contact to navigate to their detail page.

Adding Contacts to a Company

Two buttons appear at the top of the Contacts tab:

• Add Contact — Creates a new contact with this company pre-filled. You are taken to the contact creation form with the company already selected, so you just need to fill in the person's details.
• Link Existing — Opens a search dialog to find and link an existing contact that is not yet associated with any company. Select a contact from the search results and they are immediately linked.

Related Deals

View all deals associated with this company, including both active and historical deals. The pipeline value aggregation gives you a quick read on how much revenue is in play for this account.

Activity Feed

A chronological feed of all activity across the company, aggregated from all contacts and deals. This gives you a unified view of every interaction with the organization.

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

• 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")