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
• Follow-ups (1.4.0) — titled reminders with due dates (create / reschedule / complete); next_follow_up_at denormalized on the company and shown on list/table/sheet peek; Calendar projection (source Company) when Calendar is installed; due/overdue notifications via crm:send-due-notifications
• Import / Export (1.4.0) — CSV/XLSX export of the current filtered set (companies.export); CSV/XLSX import wizard (upload → map → options → preview → run) with unique email/phone detection and duplicate Skip / Update / Keep (companies.import); no equal-distribute assignment mode (Assigned To column only)
• 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 · export · import

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.

Lead conversion

When Leads and Companies are entitled, converting a lead can create or reuse a Company (optional explicit company_id / company_name) and records a company activity ConvertedFromLead. See Leads.

Ask EloSync

With AI Assistant entitled, Ask EloSync can read a company and propose confirmed assign / timeline note writes (ai 1.19.0). Companies have no lifecycle status tool.

Related records hub (1.3.0)

When the matching modules are entitled, the company record shows the billing hub plus recent opportunities, help desk tickets, projects, and documents linked to that company (with View all deep links using ?company=).

Explicitly deferred

• Backfill job for legacy contact company strings → Company records
• Meta invent Companies (inbound lead ads creating organizations)