Features
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.
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.
Filter by:
- Company name
- Type (General Contractor, Developer, Subcontractor, Architect, Engineer, Owner, Vendor)
- Industry
- Location
Creating companies
Manual entry
- Click New Company
- Fill in the company name, domain, phone, industry, and type
- Optionally add revenue, employee count, and location
- Click Save
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 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
Select multiple companies to:
- Change company type
- Assign an owner
- Delete