What is a company
Check how companies help you manage B2B relationships.
In User.com, companies help you organize your users and sales efforts, especially in B2B contexts where you work with multiple people from the same organization.
Definition
A company represents an organization or business entity that your users belong to. It’s a core object in the system that helps you group users under a shared account, manage B2B relationships, and coordinate sales or support efforts across multiple contacts from the same organization. Each company has its own profile that contains key business details, employees, related deals, and other relevant data.
Company Profile
Each company has its own profile, similar to a user profile, but focused on organizational data.
On the right you can find:
Attributes: These are fields describing the company, such as name, size, industry, country, or custom fields like "Plan Type" or "Customer Since." You can use standard or custom attributes to track anything relevant to your business.
On the left:
Description: A special parameter of the company that allows you to store additional details about the object.
Assignee: A person from your team responsible for this specific company from the database.
Employees (assigned users): A list of users associated with the company. This creates a clear link between individuals and the organization they belong to.
Segments: A list of the segments this specific company belongs to.
Tags: A list of tags assigned to the company.
Deals: Sales opportunities connected to the company, which might be tied to specific users or to the account as a whole.
Tickets: Support issues reported by company contacts.
Middle section:
Timeline: It gives you a chronological view of all key interactions and updates related to the company. This includes deals, activities, tickets, campaigns and other actions connected to the compay and its employees.
Notes: you can easily add notes to log important updates or context (they will also be stored on a timeline)
Activities: you can create activities like calls, meetings, or tasks related to the company.
By managing these elements in one place, your team gains a full overview of the account’s history, potential, and status.
Data Structure
Companies fit into the broader User.com data structure as shared entities linked to users and other objects. Here’s how the relationships work.
A Company can be connected to:
Users: Once a company is created you can assign multiple employees to it.
Deals: Deals on different pipelines can be assigned to the existing companies.
Activities: Tasks can be created by the agents and assigned to a specific user and company.
Tickets: Logged at the company level, often involving one or more users.
This structure makes it easy to organize data for account-based marketing, sales team collaboration, and high-level reporting.
How to Create Companies
There are several options of creating new companies in the User.com application.
Manually in the application
Using the REST API or other type of integration
CSV import
To know more about the specific steps of every method mentioned please check a dedicated article.
Use Cases
Companies are especially useful in B2B environments where you deal with several different users from the same business (e.g., different team members or departments). In addition your sales or support processes can be structured around accounts as well as the individuals. All the internal tasks like activities, deals and tickets assigned to various employees are available under one common company profile. Thanks to that companies allow your team to view an organization holistically rather than managing each user separately, making workflows more efficient and coordinated.