> ## Documentation Index
> Fetch the complete documentation index at: https://docs.talkturo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Organize accounts with CRM companies

> Group your contacts under company records to enable account-based calling, track relationships, and keep your CRM organized by account.

A company record represents an organization in your CRM. Every [contact](/en/crm/contacts) in Talkturo belongs to a company, so company records are the backbone of account-based calling — they let you see all the people at a given organization, track engagement at the account level, and pass company context into your AI assistant's prompts. You should create company records before adding contacts.

## What a company record contains

<CardGroup cols={2}>
  <Card title="Identity" icon="building">
    Company name, industry, company size, website, and phone number.
  </Card>

  <Card title="Address" icon="map-pin">
    Address lines, city, state/province, postal code, and country (2-letter ISO code).
  </Card>

  <Card title="Linked contacts" icon="users">
    A count of all contacts associated with this company. Click through to see the full list.
  </Card>

  <Card title="Custom fields" icon="sliders">
    Flexible additional fields your team defines, or that the [AI info extractor](/en/crm/info-extraction) creates automatically.
  </Card>
</CardGroup>

Available industry options include: Technology, Healthcare, Finance, Retail, Manufacturing, Education, Real Estate, Consulting, Marketing, and Other.

Company size options range from **1–10** to **500+** employees.

## Create a company

<Steps>
  <Step title="Open the Companies page">
    In the sidebar, navigate to **Companies** under your account.
  </Step>

  <Step title="Click Add Company">
    Select **Add Company** in the top-right corner of the page.
  </Step>

  <Step title="Fill in the company details">
    Company name is the only required field. You can also provide:

    * Industry and company size
    * Website and phone number
    * Full mailing address
    * Any active custom fields for your account
    * Internal notes
  </Step>

  <Step title="Save the company">
    Click **Create Company**. The company appears in your companies table and is immediately available to link to contacts.
  </Step>
</Steps>

## Link contacts to a company

When you [add a contact manually](/en/crm/contacts#add-a-contact-manually), you select the company from a dropdown. The contact is then associated with that company record for its lifetime. You can also update a contact's company association later by editing the contact.

When you [import contacts from CSV](/en/crm/contacts#import-contacts-from-csv), include a `company_name` column. Talkturo matches existing companies by name or creates new ones automatically if the **Automatically create companies** option is enabled during import.

<Note>
  Each contact belongs to exactly one company. If you need to move a contact to a different company, edit the contact and select the new company.
</Note>

## Edit a company

Click any company row in the companies table to open the detail panel. From there you can update any field, including custom fields, and save your changes. The panel also shows the total number of contacts linked to this company.

<Warning>
  Deleting a company removes the company record but does not automatically delete its linked contacts. Those contacts lose their company association. Reassign them to another company before deleting if needed.
</Warning>

## Filter and search companies

Use the search bar at the top of the Companies page to find companies by name. Use the **Industry** dropdown to filter by sector. Clear filters with the reset button to return to the full list.

## Use company data in assistant prompts

You can reference company fields in your AI assistant's system prompt using template variables. For example:

```
You are calling on behalf of {{contact.company.name}}.
The contact works in the {{company.industry}} industry.
```

This lets your assistant personalize each conversation based on the company's profile.

<Tip>
  Populate your company records with accurate industry and size data before running outbound campaigns. Your assistant can use this context to tailor its approach for each account.
</Tip>

## API reference

Use the REST API to create and list companies programmatically. All requests require a bearer token.

### Create a company

```bash theme={null}
POST /api/crm/companies
```

```json theme={null}
{
  "teamId": "your-team-id",
  "name": "Acme Corp",
  "website": "https://acme.com",
  "industry": "technology",
  "companySize": "51-200",
  "phone": "+12025550100",
  "addressLine1": "123 Main Street",
  "city": "San Francisco",
  "state": "CA",
  "postalCode": "94105",
  "country": "US",
  "notes": "Key enterprise account",
  "customFields": {
    "account_tier": "Gold"
  }
}
```

**Required fields:** `teamId`, `name`

### List companies

```bash theme={null}
GET /api/crm/companies?teamId=your-team-id&limit=50&offset=0
```

**Query parameters:**

| Parameter     | Type    | Description                    |
| ------------- | ------- | ------------------------------ |
| `teamId`      | string  | Your team identifier.          |
| `accountSlug` | string  | Alternative to `teamId`.       |
| `search`      | string  | Search by company name.        |
| `industry`    | string  | Filter by industry value.      |
| `limit`       | integer | Records per page. Default: 50. |
| `offset`      | integer | Pagination offset. Default: 0. |

**Response:**

```json theme={null}
{
  "success": true,
  "companies": [...],
  "count": 45,
  "limit": 50,
  "offset": 0
}
```

Each company object in the response includes a `contact_count` field showing the number of linked contacts.

## Related pages

* [Manage contacts in Talkturo CRM](/en/crm/contacts) — Add and manage the individual people who belong to your company records.
* [AI info extraction from call transcripts](/en/crm/info-extraction) — Automatically update company custom fields from call conversations.
