Companies
Track companies and their construction projects.
Overview
Companies represent the organizations your team works with — general contractors, developers, subcontractors, architects, and more. Every contact can be linked to a company, and companies can be linked to deals.
Companies
86 companies
| Company | Type | |
|---|---|---|
HB Harbor Build LLC harborbuild.example | General Contractor | |
NA Northwind Architects northwindarch.example | Architect | |
AF Apex Framing apexframing.example | Subcontractor | |
FC Flatiron Civil flatironcivil.example | Engineer | |
BG Bluestripe Glass bluestripeglass.example | Vendor | |
MD Mesa Development Group mesadev.example | Developer |
Viewing companies
The companies table shows all organizations in your CRM with columns for name, type, phone, location, industry, annual revenue, employee count, owner, and creation date. The search bar matches on both company name and industry.
Filter by:
- Company name
- Type (General Contractor, Developer, Subcontractor, Architect, Engineer, Owner, Vendor)
- Industry
- Location
Companies
86 companies
| Company | Type | |
|---|---|---|
HB Harbor Build LLC harborbuild.example | General Contractor | |
NA Northwind Architects northwindarch.example | Architect | |
AF Apex Framing apexframing.example | Subcontractor | |
FC Flatiron Civil flatironcivil.example | Engineer | |
BG Bluestripe Glass bluestripeglass.example | Vendor | |
MD Mesa Development Group mesadev.example | Developer |
Creating companies
Manual entry
- Click Create company in the top-right
- Fill in the company name (required), domain, phone, and type
- Optionally add industry and address
- Click Create Company
Companies
86 companies
| Company | Type | |
|---|---|---|
HB Harbor Build LLC harborbuild.example | General Contractor | |
NA Northwind Architects northwindarch.example | Architect | |
AF Apex Framing apexframing.example | Subcontractor | |
FC Flatiron Civil flatironcivil.example | Engineer | |
BG Bluestripe Glass bluestripeglass.example | Vendor | |
MD Mesa Development Group mesadev.example | Developer |
The form opens as a dialog:
Create Company
Editing a company uses the same form pre-filled with the company's current values (MockCompanyFormModal mode="edit").
Company types
| Type | Description |
|---|---|
| General Contractor | Primary contractors managing construction projects |
| Developer | Real estate developers and project owners |
| Subcontractor | Specialized trade contractors |
| Architect | Architectural design firms |
| Engineer | Engineering firms |
| Owner | Property or project owners |
| Vendor | Suppliers and material providers |
| Other | Anything else |
Linking companies
Companies connect to the rest of your CRM:
- Contacts — people who work at the company
- Deals — opportunities involving the company
- Email threads — conversations linked via contacts at the company
These links live in the right rail of the company detail page, alongside a Quick Stats card showing the current counts.
A walkthrough
1. Start with an unlinked company. A freshly-created company has zero contacts and zero deals. Each section header has a + Add button:
Northwind Architects
Architectnorthwindarch.example
Devon Walsh sent a quote · 2 days ago
Phase 2 base bid attached; we excluded the storefront glazing pending tonnage confirmation from steel. Optional alt for the canopy is on a separate sheet.
2. Add a contact. Click + Add in the Contacts section. The picker opens with search — only existing contacts can be linked. To create a brand-new contact, go to the Contacts page first.
Add Contact
3. The contact is now linked. Quick Stats bumps to "1 Contact"; the Contacts section shows Devon Walsh.
Northwind Architects
Architectnorthwindarch.example
Devon Walsh sent a quote · 2 days ago
Phase 2 base bid attached; we excluded the storefront glazing pending tonnage confirmation from steel. Optional alt for the canopy is on a separate sheet.
4. Add a deal. Click + Add in the Deals section. The deal picker works the same way — search and select an existing deal.
Add Deal
5. Both links are in place. Quick Stats now reads "1 Contact · 1 Deal":
Northwind Architects
Architectnorthwindarch.example
Devon Walsh sent a quote · 2 days ago
Phase 2 base bid attached; we excluded the storefront glazing pending tonnage confirmation from steel. Optional alt for the canopy is on a separate sheet.
Email threads are linked via the related contacts — open a contact's Email tab to attach a thread to a deal or company that's relevant.
You can also ask the AI assistant to do the linking in one message: "Add Devon Walsh to Northwind Architects, and attach Northwind to the Riverpoint Tower deal."
These links form the relational graph that powers the AI assistant. When creating companies, use the assistant to associate them with their contacts and deals in one step.
Bulk actions
Tick the checkbox on any row to enter selection mode. A bulk action bar appears with inline selects to change Type or Owner, and a destructive Delete.
Companies
86 companies
| Company | Type | |
|---|---|---|
HB Harbor Build LLC harborbuild.example | General Contractor | |
NA Northwind Architects northwindarch.example | Architect | |
AF Apex Framing apexframing.example | Subcontractor | |
FC Flatiron Civil flatironcivil.example | Engineer | |
BG Bluestripe Glass bluestripeglass.example | Vendor | |
MD Mesa Development Group mesadev.example | Developer |