Компанії
Ведіть записи про компанії як єдине джерело правди для воронки, активностей і контексту акаунту.
Автор: Sebastian StreiffertОпубліковано Jan 10, 2026Оновлено May 29, 20267 min читання
What Are Companies?
Companies are organization-level records and the structural backbone of your CRM. They aggregate contacts, activities, deals, invoices, and account-level signals in one place.
In Lumenbase, Accounts are company records with a commercial relationship designation. You do not create a separate object for Accounts.
Core Company Data
| Field group | What it enables | Operational impact |
|---|---|---|
| Firmographic details | Segmentation and qualification | Improves targeting and prioritization |
| Owner and team | Clear accountability | Reduces orphaned accounts |
| Company Band | Strategic tiering | Controls Accounts list behavior |
| Linked contacts | Stakeholder visibility | Supports multi-threading |
| Timeline and notes | Shared context | Improves handoffs and continuity |
Automatic Company Enrichment
Lumenbase enriches company records automatically. High-confidence facts read from the company's own website are applied directly; facts inferred from broader web research are proposed for review in the Feed rather than written silently.
What gets filled in
- A company description (a standard field you can edit, filter, and use in automations).
- Overview details such as founded year and headquarters location.
- Funding signals: last round, amounts, funding date, total raised, and investors.
- Logo and social links (e.g. Twitter/X, Instagram, news feed).
When it runs
- When you create a company or change its website.
- On import and on a periodic refresh of active companies (open deals, MOFU, or linked lists).
- On demand: run "enrich now" on a company, or a bulk "Enrich all" from the Hygiene → Enrichment tab.
How Companies Connect to Pipeline Work
Pre-sale and pipeline
- Lead and deal context rolls up to company-level visibility.
- Recent activities across stakeholders inform your qualification decisions.
- Company-level signals help the Feed prioritize your recommendations.
Post-sale and growth
- Closed-won history and invoice events build commercial memory.
- Company Bands drive account segmentation and strategic focus.
- Teams coordinate renewal and expansion opportunities more easily.
Company Record Workflow
- Create/import company record and complete core firmographic fields.
- Link key contacts and assign ownership.
- Attach active pipeline work (leads/deals) and ongoing tasks.
- Apply or verify Company Band based on strategic importance.
- Review timeline weekly to keep context fresh and actionable.
Quick Reference
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