Companies
Overview

Companies

Companies allow you to track and manage organization-level relationships in Gordon CRM. By linking contacts to companies and storing organization-specific details, you can manage B2B sales pipelines and keep a history of interactions across multiple points of contact.

Note: This is a module-gated feature. It must be enabled per workspace by a system administrator in the Workspace Settings view. When disabled, the Companies link in the sidebar and all related UI elements are hidden.

[SCREENSHOT PLACEHOLDER: The /companies directory page showing the list of organizations]

Getting Started

To begin tracking an organization, you first need to create a company record in your directory.

Creating a Company

  1. Navigate to Companies in the sidebar.
  2. Click Add Company in the top right.
  3. In the form, enter the Company Name (required).
  4. Optionally, fill in the Domain (e.g., acme.com), Phone Number, and any initial Notes.
  5. Click Save.

Once created, the company will appear in your directory. You can click on the company's name at any time to open its detail page.

The Company Directory

The main Companies page displays a searchable, paginated table of all companies in your workspace.

  • Columns: Displays the company name, website domain, main phone number, a badge showing the count of linked contacts, and the creation date.
  • Search: The search bar filters the directory by name, domain, or phone using a case-insensitive match. The search filters as you type (with a 300ms debounce).

Company Detail View

Clicking a company row in the directory opens its detail page (/companies/[id]), which organizes organization details into three tabs:

  • Overview Tab — Displays the company's address, description, notes, and audit history.
  • Contacts Tab — Lists all contacts linked to the company and their roles (see below).
  • Deals Tab — Displays all pipeline deals associated with this organization (only visible if the Deals module is active).

[SCREENSHOT PLACEHOLDER: The company detail view showing the overview card and the active Contacts tab]

Managing Contacts and Roles

A key feature of the B2B module is the ability to link multiple contacts to a single company (and vice versa).

Linking a Contact

  1. Navigate to the company's detail page and open the Contacts tab.
  2. Click Link Contact.
  3. In the search box, type at least 2 characters of the contact's name or email to search. Already linked contacts are excluded from search results automatically.
  4. Select the contact and fill in the relationship details:
    • Job Title: The contact's role within this company (e.g., "VP of Operations").
    • Work Email: A business email separate from their personal email.
    • Work Phone: A business phone number.
    • Primary Contact: Toggle this on if this contact is your main point of contact for this company.
  5. Click Link Contact.

Editing or Unlinking a Contact

  1. On the Contacts tab, click the edit (pencil) icon next to the contact.
  2. In the form, modify their details, or toggle their Primary Contact status.
  3. To remove the contact from the company, click Unlink. Unlinking removes the association but does not delete the contact record itself.

Bidirectional Navigation

When you associate a contact with a company, the link is visible and clickable from both records:

  • On the company's detail page under the Contacts tab.
  • On the contact's detail page under the Companies tab (visible only when the Companies module is active).

Permissions

The Companies module follows standard operational access control. Anyone can create or edit companies, but deletion is restricted to ensure organization history is not lost.

RoleView CompaniesCreate/Edit CompaniesDelete Companies
OwnerYesYesYes
AdminYesYesYes
MemberYesYesNo

Related

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