Companies and Contacts

Companies and contacts are the foundation of your CRM. Every deal, activity, and email conversation connects back to a company or contact record.

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Companies

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Adding a company

Go to Companies and click New Company in the top-right corner. Fill in the details you have — at minimum, you need a company name. Available fields include:

• Name — the company name (required)
• Domain — their website domain (e.g. acme.com)
• Website — full URL
• Industry — what they do
• Location — where they’re based
• Employee count and revenue — for sizing
• Description — any notes or context
• Tags — for your own categorisation (see Tags)

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Company detail page

Click any company to open its detail page. You’ll see:

• Overview — name, domain, industry, location, and key stats
• Contacts — everyone linked to this company
• Deals — all deals associated with the company, with stage and value
• Activities — a chronological timeline of calls, meetings, emails, and notes
• Emails — all email conversations involving this company (if email is connected)
• Commitments — things you’ve promised to do, with due dates
• Cadence — follow-up cadence settings for staying in touch
• Discovery activity — if the company was found via Discovery, shows BDR outreach history and AI agent actions

You can edit a company at any time by clicking the Edit button.

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Searching and filtering

The Companies page includes a search bar that filters by name, domain, or industry. Type and press Enter to filter the list. If you’re using the module switcher, the companies list automatically filters to show only companies matching the active module’s relationship type — for example, switching to VRM shows only vendors.

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Relationship types

Every company can have a relationship type that describes how they relate to your business: Relationship types are set automatically when companies are imported from Discovery profiles, or you can set them manually.

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Lifecycle stages

Each relationship type has its own lifecycle stages that describe where the company is in your relationship: You can change a company’s lifecycle stage from its detail page using the dropdown selector.

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Contacts

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Adding a contact

Go to Contacts and click Add Contact. You can also add contacts directly from a company’s detail page. Available fields include:

• First name and Last name
• Email address
• Phone number
• Job title
• Social profiles (e.g. LinkedIn URL)
• Company — link them to an existing company
• Location

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Contact detail page

Click any contact to see their full profile:

• Overview — name, role, email, phone, social links
• Company — the company they belong to (clickable)
• Deals — deals they’re involved in
• Activities — timeline of interactions with this contact
• Emails — all email conversations with this person
• Commitments — promises and action items linked to this contact
• Cadence — follow-up rhythm for staying in touch

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Linking contacts to companies

Contacts are linked to companies when you create them. A single company can have many contacts, and you can see all linked contacts from the company detail page.

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Activities

Activities track every interaction you have with companies and contacts. You can log activities from any company, contact, or deal detail page using the Log Activity button. Activity types include:

• Call — a phone call
• Meeting — an in-person or virtual meeting
• Email — an email exchange (also logged automatically when email is connected)
• Note — an internal note or observation
• Task — something that needs to be done

Each activity records the date, a description, and which company, contact, and deal it relates to.

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Deleting records

You can delete a company or contact from their detail page. Deleting a company does not automatically delete its linked contacts — they remain in your CRM and can be reassigned.