Companies
Track and manage all the companies your team works with, including clients and prospects.
Created April 1, 2026
Overview
The Companies page lists every business or organization in your CRM. Click into any company to view its profile, associated contacts, and activity history.
Use the navigation bar at the top to quickly switch between All Companies, My Companies, or All Clients.
Add Company 
Click Add Company to create a new company record.
Organization
Filtering 
Narrow down the companies list using any combination of the following filters:
- Type — filter by company type
- Created — filter by creation date or date range
- Industry — filter by the company's industry
Column Display 
By default, the following columns are displayed: Contact, Phone, Website, Location, Type, & Created
You can optionally enable: Email, Industry, Address, Zip, Country, Updated, & Owner
AI Assistant 
The built-in AI assistant can help you work more efficiently with your company records. Use it to create custom filters, sort and group records, and calculate totals — without needing to configure everything manually.
Simply describe what you want to see in plain language and the AI assistant will build the filter or grouping for you automatically.