A company is an optional layer above the contact. Use it when the people you talk to belong to a larger organization that you also want to track — accounts at a B2B SaaS, hospitals where multiple doctors are individual contacts, dealerships where a sales rep and a service tech both belong to the same business.
If you only sell to individuals (consumer e-commerce, healthcare, hospitality), you can ignore the Companies tab entirely.
What a company carries
The built-in fields:
- Name — required
- Industry — single-select; you can edit the list of options in Settings → Industries
- Website
- Phone and Email — the main switchboard, not a person’s direct line
- Address
- Assigned account manager — who owns this account
- Notes
Plus any custom fields you add. The custom-field shape is identical to contacts — text, number, date, boolean, dropdown, multi-select. See Custom contact fields for the field types; the same builder handles companies via Settings → Company fields.
Linking a contact to a company
Open a contact, find the Company field on the right rail, and pick from the dropdown — or type a new company name and we’ll create it on the fly.
A contact can belong to one company. That intentional constraint keeps reporting clean. If someone genuinely belongs to two organizations (a consultant who works with both your customer and your competitor), use tags instead and pick the primary one for the company field.
What you can do at the company level
- See all conversations — every message, call, and note from every contact at that company, rolled up into one timeline.
- Assign an account manager — separate from individual contact assignments. Useful when one rep owns the whole account but different agents handle day-to-day messaging.
- Run reports filtered by company — useful for “show me everything we’ve done with Acme in the last 30 days”.
Companies in campaigns
Campaigns operate on contacts, not companies. To send a campaign to “everyone at Acme”, filter contacts by Company = Acme and use the filtered set as the audience.
A practical pattern for B2B: tag a contact with their role at the company (decision-maker, end-user, champion) and let the company carry the account-level metadata. Then a campaign can target “every decision-maker at companies in the healthcare industry” by composing tag + company-industry filters.
Importing companies
Companies have their own importer at Companies → Import. Same shape as contact imports: CSV in, field mapping, preview, run. See Import and export contacts — the steps are identical; only the target fields differ.
You can link contacts to companies during contact import too: include a Company name column in the contact CSV and map it. If the company exists, the contact is attached; if not, the company is created.
Deleting a company
Deletes the company record only. Contacts that were linked to it lose the link but stay in the system (set to “No company”). To delete the contacts too, run a filtered delete on the contact list.