Docs

Companies

Companies track all interactions with a business.

Clarify automatically creates companies from calendar meetings and emails, and you can create them manually when needed.

How companies are created

Automatic creation

Clarify automatically creates company records from:

  • Calendar meetings with external contacts
  • Email communications
  • Connected account integrations (based on email domains)

Manual creation

You can create companies manually in several ways:

  • Click the "Add Company" button on company list pages
  • Use the plus button in the top-left navigation
  • Press Cmd+K and select "Add Company"
  • Navigate to the creation menu in the top-left
Adding company records to the system

Company information

Each company record includes:

  • Basic details - Name, location, description, and category
  • Interaction dates - First and most recent contact with any Clarify user
  • Custom fields - Add fields specific to your business needs
    • For example, we use custom fields to store Clarify account information like account ID and subscription status.
  • Automatic enrichment - Clarify fills out various fields automatically when companies are created

The company page has tabs for seeing all Emails with the company, all Meetings, any Notes, as well as the activity feed of comments and updates.

Working with company records

Creating lists and managing duplicates

You can create custom company lists using fields, filters, and labels. Star lists you use frequently to keep them in your favorites section.

Creating a company list

Clarify includes a pre-built "Duplicate companies" list to help maintain data hygiene. This list shows when company records have been created multiple times. You can merge or delete duplicate records directly from this list.

Deduplicating company records

AI search

Use AI search to find companies based on:

  • Location or company size
  • Specific labels or custom fields
  • Other company characteristics

Navigating a company record

Each company record has several tab that contains helpful information about your interactions with this company.

Overview tab

  • Activity feed showing recent engagements
  • Company details from emails, enrichment data, and custom fields
  • Associated deals and people
  • Lists where the company appears

Emails tab

  • All emails with anyone at the company

Meetings tab

  • All meetings involving company contacts

Notes tab

  • Meeting notes and other documentation

Comments

  • @mention team members to collaborate on company records
Company record screen