Companies Module

CRM organizations module on the frozen platform. Mirrors the Contacts / Leads reference architecture — a workspace directory of companies (organizations), with assignment, notes, and an activity timeline. Contacts can link to a Company via company_id.

Guides

Audience	Document
Operators / workspace users	companies.md
Engineers	companies-developer.md
Production / ops	companies-production.md
Module Development Standard	module-development.md
Reference blueprint	contacts.md · leads.md
Tenant API	../api/tenant-v1-companies.md

Capabilities

• Name, email, phone, website, industry, address, source
• Assignment (created_by / assigned_to) with assignee scoping via companies.assign
• Notes (comments) + activity timeline
• Table view with search, industry filter, and My Companies toggle
• Linked contacts shown on the company record page
• KPIs via GET /companies/stats
• Trash filtering plus Restore and Delete permanently
• Module licensing (module:companies) + Spatie permissions — free Marketplace opt-in
• Audit + activity logging

Permissions

companies.view · create · update · delete · restore · force.delete · assign

Enable Companies from Marketplace (free). Catalog: slug companies, is_default_included = false, is_billable = false, sort_order = 12. Only Leads and Tasks install automatically on new workspaces.

Contact linkage

When Companies is installed, Contact create/edit can pick a linked Company (contacts.company_id), or create one inline with New. The legacy free-text company string remains for display and search; when a Company is linked, that string is synced from the Company name. See Contacts.

Explicitly deferred

• Lead convert-to-Company
• Backfill job for legacy contact company strings → Company records
• Meta invent Companies (inbound lead ads creating organizations)
• Deals / opportunities linked to companies
• Company import/export
• Follow-ups (see Leads for that pattern)