Table · reads company
Companies
Organizations & vendors.
Rows and columns, sortable and filterable.
What it does
Behaviours, not fields. Choosing between two modules is choosing between these.
Groups people into the account they belong to, which is how the money actually works.
Billed-to-date per company turns a contact list into a picture of where revenue comes from.
Terms live on the company, so an invoice to any of its people gets the right due date.
Surfaces the account with four contacts and no revenue, which reads as a lead and is usually a real opportunity.
How it works
- 1
A company is created when two contacts turn out to work at the same place.
- 2
Contacts and billed-to-date are derived rather than maintained.
- 3
Terms live here, so an invoice to any of its people gets the right due date.
- 4
An account with several contacts and no revenue surfaces as an opportunity rather than hiding in a contact list.
Best for
Comparing many records across many fields.
Not the right choice for
A phone. A table is the first thing that stops working narrow.
What a row holds
Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.
| Field | Type | Filled from |
|---|---|---|
| Companyrequired | text | The organisation as it is referred to, not the registered name. |
| Contacts | number | How many people there, derived from Contacts rather than counted by hand. |
| Sincerequired | text | When the relationship started, or Prospect if it has not. |
| Billed to date | money | Total invoiced, summed from Invoices where it exists. |
What it does not do
A module chosen for something it cannot do costs more than one that was never offered.
- Matching is on the company name as written, so two spellings are two companies.
- No hierarchy — a parent and its subsidiaries are unrelated rows.
- Billed to date depends on Invoices existing; without it the column is empty rather than wrong.
- One set of terms per company, so a special arrangement for one site does not fit.
Before it works
What you have to provide, if anything.
- Add it before the contact list has grown, or the first job is deduplication.
- Pair with Contacts and Invoices, which is where its two derived columns come from.
In practice
A supplier who thought they had 60 customers and had 34.
“Kessler have four people talking to us and we have never invoiced them.”
What the agent built
A company record grouping the four contacts, with billed-to-date at zero.
What changed
Twelve apparent customers turned out to be three companies. The account with four contacts and no invoice became the quarter largest quote.
Better with
These do a different job on the same data. An agent can have all of them.
Almost any agent that talks to more than one person and needs to remember who they were. The default people module when nothing more specific fits.
The agent bills clients or is billed by suppliers, and someone needs to see what is unpaid without opening the accounting tool.
You depend on other businesses to deliver, and their lead times shape your own commitments.
Who uses this page
IT services provider
Triages what is actually urgent, and gathers the detail before a human looks.
Sales team
Qualifies inbound around the clock and hands your reps a lead with the answers already in it.
Customer success team
Catches the questions that become churn, and tells you which accounts are quietly stuck.
Accountancy firm
Answers the deadline and paperwork questions, and chases what you are still missing.
Questions
What data does the Companies page use?
It reads company records the agent has collected. Organizations & vendors. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a table the wrong choice?
A phone. A table is the first thing that stops working narrow. It is best for: comparing many records across many fields.
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in People & CRM
Contacts
Everyone the agent knows.
Userbase
End-users of the agent + captured data.
Proposal
Bureau Kessler
Negotiating
Café Bellevue
First contact
Hôtel Vasari
Prospects / leads
Pipeline by stage.
Guests
Invitees with RSVP.
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
Build your agent free