<!-- Source: https://docs.vinsi.ai/crm/companies -->
# 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 ![add-company-button](https://docs.vinsi.ai/images/crm/symbols/companies/crm-add-company.svg)

Click **Add Company** to create a new company record.

## Organization

### Filtering ![icon-filter](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-filter.svg)

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 ![icon-sliders](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-sliders.svg)

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 ![icon-chip](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-chip.svg)

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.
