FOCUS 01⊙
Companies
Record fieldCompany profile
Company profile
Keep company name, website, domain and logo in a shared record.
CRM / Company records
Company records: accounts, contacts and sales history
Keep industry, domain, contact and address information alongside the people and sales work connected to a company.
PRODUCT VIEW
See how it works.
Company records include name, domain, industry, size, email, phone, address, city, country, website, logo and notes. Work involving several contacts or opportunities gains a shared company context. Use search, status filters and pagination to find the right company.
EXPLORE THE PRODUCT
Sample viewCompanies
Sample companyTechnology / IstanbulActive
Sample agencyServices / AnkaraActive
Sample businessCommerce / IzmirFollow-up
Company details
Company nameSample company
Websiteexample.com
Linked contactsDeniz Kaya
IndustryTechnology
01Identify the company
02Complete the business profile
03Follow the relationships
FROM NEED TO OUTCOME
Where this helps.
When the same organization appears under different names in separate contact records, the team can struggle to identify which company they are dealing with.
WHAT YOU CAN WORK TOWARDS
Organize company information and its relationships around a shared company record.
STEP BY STEP
How to use it.
- 01
Identify the company
Save the name, website or domain under a consistent identity the team recognizes.
- 02
Complete the business profile
Add industry, size, city, country and notes to describe the commercial context.
- 03
Follow the relationships
Return to company details to review customer work, or narrow the list through search and status.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Companies
Record / contentStatusOwner
Industry and size
Use business profile information when preparing sales conversations.
FOCUS 03↗
Companies
✓Address and communication✓Follow the relationships✓See what is included
Address and communication
Keep city, country, address and contact fields together instead of in separate files.
FOCUS 04◇
Companies
Record fieldStatus and notes
Status and notes
Save the current state of the relationship and its supporting notes.
FOCUS 05⌁
Companies
Record / contentStatusOwner
Searchable list
Use search, status filters and total record counts to understand the account list's scope.
IN EVERYDAY WORK
What it looks like in practice.
Different people at the same organization are involved in different pieces of work.
Assess those relationships in one company record and reduce the need to collect company information again.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Included in every plan. Company limits are 250 for Essential, 2,500 for Professional and 12,500 for Business.
- A company record does not create a separate workspace or data isolation boundary.
YOUR QUESTIONS
About this feature.
01Is a company the same as a workspace?+
No. A company record represents an organization you work with. A workspace controls membership and data access. Separating different customers’ data requires a separate workspace review.
02Can I filter companies?+
The company list supports search and status filtering, with pagination and total record counts to make result scope visible.
RELATED WORKFLOW GUIDES
You may also need these features.
ContactsManage contact details, job titles, company associations and acquisition sources in searchable, filterable records.↗Lead InboxOrganize a lead's source, score, first contact date and qualification status, then convert suitable leads into CRM records.↗Activity historyReview calls, emails, meetings, notes, tasks and system activities in their contact, company and opportunity contexts.↗
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Sales pipeline
Track potential work, the customer relationship and its sales stage in the same view.
Data management
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.