Companies
Accounts as living records
The people, their roles, the deals, the paperwork, the conversations, and who is hiring for what.
A company page is the account view: everyone you know there, what each of them is to the deal, and everything that has happened with them. Enriched from LinkedIn and the web, so the size, the industry, the stack and the news fill in on their own.
The header
Logo, domain, industry, size, headquarters, status, owner. Enrich pulls the rest from LinkedIn and the company’s site, and a LinkedIn re-sync keeps it current.
The people
Everyone at the company you have a record for, with their role in the buying process: champion, decision maker, blocker, user. Set them once and the deal reads them. Enrich the company from LinkedIn to discover employees you do not have yet.
The tabs
- Overview
- The Brief, the people, the deals, the documents and invoices attached.
- Conversations
- Across every person there, in one feed.
- Research
- What is known from outside your workspace, written by the agent and editable.
- Jobs
- Open roles synced from LinkedIn. A company staffing up tells you something.
- Org chart
- The people you know, drawn by reporting line.
- Website
- Visits from anyone identified at the company.
Growth
Employee count over time, from LinkedIn. A company that grew thirty percent in a quarter is a different conversation from one that shrank.
Around companies
The parts of the workspace this one works with.
Company search
Find and import companies with firmographics.
Industry, size, geography, keywords. Search companies you do not have yet, see the firmographics before you import, and add the ones that fit your ICP to Records or straight to a target list.
Targeting and ICP profiles
Who you sell to, written down. Company profiles, personas, target accounts, tiers, and the people mapped at each.
An ICP sharpens everything downstream: prospect search, which template a rep grabs, what enrichment runs, which accounts the team spends its week on. Targeting is where it lives.
Tags, statuses and personas
The labels that filters, enrollment criteria, workflows and bulk edits all key off.
Three kinds of label, each for a different question. Tags for cross-cutting groups. Status for where someone is in the lifecycle. Persona for their role in the buying process.
Questions
How does a person get linked to a company?+
By their email domain, by their LinkedIn current role, or by hand. A person moving companies moves on their own.
Can I merge two companies?+
Yes. Duplicates by domain or LinkedIn identity are found and merged with everything kept.
Where does the data come from?+
LinkedIn through your session, and the open web. Firmographics are refreshed when a company is enriched.
Shared or mine?+
Both. The workspace list is the team’s. Your own list is where you work a territory.
Can the assistant score accounts against a profile?+
Yes. Ask it which companies in Records fit the fintech profile and it reads the profile and the records.
Where do I edit the status list?+
From the status strip on People or Companies, or from Workspace settings for the colours.
Can a tag be private?+
Tags are shared. Use a saved view for a personal list.
Try companies on your own data
Connect your email, then open a person. Most of the product shows up on that one page once the mail is in.
More in Records
People, companies, deals and customers, with every conversation attached.
Every person is a live mirror of their LinkedIn profile. It updates itself every time you visit.
Stages you define, a board you drag, and a deal that already knows when it last heard from them.
MRR, subscriptions, past-due state and payment history from Stripe, next to the conversations.
A name and a company is enough. Verification checks deliverability instead of guessing a pattern.
Typed fields, whole tabs, cards, tags, statuses and personas. They filter, they merge into mail, they show in lists.
Watch it run
Press play. This is the real page, on sample data.