Companies

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Companies Overview

Companies help you group related contacts under the organization they work for. For event planners and caterers who repeatedly serve the same corporate clients, agencies, or venues, the company record is where you keep that relationship in one place.

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Company Directory

Find the Companies page at CRM > Companies. The directory lists every company in your organization with two ways to browse:

• Cards view — a grid of company cards showing the name, website, and creation date. Best for scanning.
• Table view — a compact list that’s easier to scan when you have a lot of companies.

Use the toggle in the top-left to switch between views. The New Company button is always in the top-right.

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Creating a Company

To add a new company:

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Company Detail Page

Click any company to open its detail page. You’ll see:

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Company Information

A sidebar card with the basics:

• Name — the company’s name
• Website — clickable link to the company’s site
• Created and Last updated dates

Use the Edit button in the header to update any of these. Use Delete to remove the company entirely.

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Contacts

The contacts card shows every person linked to this company, with their name, title (if set), email, and phone number. From here you can:

• Add Contact — open a picker to link an existing contact to this company
• Remove a contact — hover over a contact row and click the X to unlink them (this does not delete the contact, only the company association)
• Click any contact to jump to their full detail page

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Notes and Tasks

The activity area at the bottom of the detail page gives you the same notes and tasks experience as contacts and leads. Record call notes, meeting summaries, or follow-up reminders scoped to the company.

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Linking Contacts to Companies

You can associate contacts with a company in two ways:

1. From the company page — click Add Contact on the company’s detail page, then pick the contact.
2. Automatically, by email domain — see the next section.

A contact can be linked to multiple companies if needed, and each association can carry its own title.

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Automatic Company Matching

When a new inquiry arrives through your form, Cortado checks the contact’s email domain against your existing companies and links them automatically when there’s a match. How it works:

• Cortado extracts the domain from the contact’s email (for example, jane@acme.com becomes acme.com).
• If you have a company whose website URL contains that domain, the contact is linked to that company.
• Generic email domains like gmail.com, yahoo.com, outlook.com, and other common personal providers are skipped — matching only triggers for custom business domains.

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Best Practices

1. Add the website URL when creating a company — it unlocks automatic contact linking and gives you a quick way to jump to the company’s site.
2. Link contacts early — associate people with their company while the detail is fresh so your CRM reflects real relationships.
3. Use notes for relationship context — record who the decision-maker is, past event preferences, or account history directly on the company record.
4. Clean up before a big outreach — skim the directory to merge duplicates and verify the contacts on each company are current.
5. Let auto-match do the work — once a company has its website URL set, new inquiries from that domain will link themselves, saving manual entry.
6. Avoid relying on auto-match for personal domains — if your client uses @gmail.com, add the company-contact link by hand.