CRM & Sales
Companies
Organize your business accounts
What it does
Company records with industry, size, multi-contact rollups, deal history, and revenue intelligence.
Where it lives in the app
Once authenticated, the module is reachable at /companies.
Permissions
Module access is governed by the workspace permission scheme. Owners have full access; admins and managers are granted read and write by default; users get module-specific scopes. The full permission matrix is exposed in Security.
Integrations
Every module shares the workspace's contacts, calendars, audit log, and ZI² Hybrid encryption. Cross-module integrations include: contacts auto-link to deals and emails; bookings create calendar events with attendees; invoices reference deals, contacts, and merchant accounts; documents respect organization retention policies.