Organizations

Track companies and organizations you interact with.

How Organizations Work

Organizations are automatically created from contact email domains. Everyone @acme.com is grouped under the "acme.com" organization.

Organization View

Click any organization to see:

  • All contacts at that company
  • Total meetings with the organization
  • Meeting history across all contacts

Use Cases

  • Track client relationships
  • Prepare for meetings with context
  • Understand engagement patterns