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Documentation Index

Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What is the Companies tab?

The Companies tab groups your contacts by the organizations they belong to. Use it to see every contact at a given company, the total deal value tied to that company, and a unified activity timeline across all of their people.
Plan availability: Startup or higher. See Plans & Billing.

Auto-grouping

Contacts are linked to companies based on their email domain

Aggregated value

See the total deal value across every contact at a company

Shared timeline

A single activity feed for everyone at the company

Pipeline tracking

Track companies through your sales pipeline

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How companies are created

When a contact is added with a business email address, Clarky checks for an existing company matching that domain. If one exists, the contact is linked to it. If not, a new company record is created using the email domain.
Use the New Company button on the Companies tab to create a company directly. You can fill in the name, website domain, industry, size, tags, and notes.

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The Companies list

Each row shows:
  • Name — the company name
  • Domain — the website / email domain used for matching
  • Industry and Size — populated when known
  • Contacts — how many people from this company are in your CRM
  • Total Deal Value — sum of deal values across all contacts at the company
  • Pipeline Stage — the stage assigned to the company itself
  • Last Activity — most recent interaction with anyone at the company
You can search by name or domain, filter by columns, and sort by any field. Click a row to open the company detail view.

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Company detail page

Opening a company shows everything in one place:
1

Header & summary

Name, domain, industry, size, total deal value, pipeline stage, and tags.
2

Contacts

Every contact linked to this company. Click through to any individual contact for their full profile.
3

Activity timeline

A unified feed of activities across all contacts at the company. Add notes, calls, meetings, and tasks directly to the company record.
4

Deal tracking

Move the company through your pipeline and watch the aggregated deal value update.
Logging an activity from the company timeline lets you tag one or more contacts at that company in a single entry — useful for meetings or calls with multiple stakeholders.

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Tips

Auto-grouping uses the email domain to match contacts. If a company has multiple domains (e.g., acme.com and acme-corp.com), you may end up with two separate company records. Merge them manually if needed.
Add tags like enterprise, partner, or prospect to group companies in custom ways beyond industry and size.
For account-based sales, use the company pipeline stage to track named accounts independently of individual contacts moving through their own stages.

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Next steps

CRM Overview

Back to the CRM overview

Contacts

Manage individual contacts

Activity

Log activities and view the unified feed

Sales Pipeline

Track deals through your pipeline