01
One company profile for the details you need.
Create a company record with its contact details. Add fields such as industry or customer type instead of repeating the same company information for every person.
Companies & Contacts
Know the company. Find the people behind it.
Keep company details in one place and link the people you work with. Your team can see who belongs to each customer account.
Here’s what you can do.
Three examples show how you can use Companies & Contacts.
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Bring the right people together under one company.
Associate existing contacts with their company. Open the company profile to see its people and find the right contact. Each person keeps their own contact record.
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Find the companies you need with a few filters.
Filter companies by city, industry or custom fields. With Smart Lists enabled, save the view and return to it with up-to-date data.
What this changes for your day-to-day work.
The practical benefits of Companies & Contacts.
Keep company details in one place
Store the address, website and other company information on the company record. Keep it separate from personal contact details instead of maintaining several copies.
Match new contacts to their company
Once enabled and configured, business email domains can match new contacts to their company. Personal email addresses and contacts already linked to a company are not treated as new company matches.
Reduce duplicate company records
Enabled duplicate prevention blocks multiple companies from using exactly the same domain. It does not merge existing duplicates; we first review domains shared by several locations.
Import company lists without retyping
Once import is enabled, bring company data in from CSV. Map the columns and use the Company ID when updating records. Start with a small test file to check the mapping.
Keep work moving after company changes
A configured company workflow can respond to a new record or a field change. Choose which company or associated contact fields it should then update.
Simplified examples, not live account data.
What you need to get started.
We check feature access, company fields and contact associations. For automatic matching, we define rules and exceptions and test them with example data first.
Companies hold business details; contacts represent individual people. Opportunities and configured workflows add context. Associating someone with a company does not by itself start a message sequence.
Availability and any add-on or usage costs are confirmed for your ONE LOOP account before implementation.
Build on it.
All Sales features
Your questions, answered.
What belongs on the company record and what belongs on the contact?
The business name, address and website belong on the company record. A person's name and individual contact details belong on the contact. A company can have several contacts; the standard association links a contact to one company. We review a suitable structure for other relationship models.
Are new contacts automatically assigned to the right company?
Not without setup. Assign contacts manually or use enabled company automation. Matching can use a business name or a business email domain; the rules and their order matter. Existing associations stay in place, and personal email domains are not used for domain matching.
Does a company import automatically recognize existing records?
When updating from CSV, the Company ID is the key identifier. A similar company name alone is not a reliable match. Optional domain duplicate prevention is a separate rule and does not merge old records. We check IDs, field mapping and a small test file before the full import.
Can my team use the same filtered company list?
Yes, when company Smart Lists are enabled in the account. Save the filters, sorting and visible columns, then share the view with selected users. Choose whether they can only view it or also change its configuration.
See it with your own use case.
Let’s explore your use case and what the setup requires.
Book a demo