Companies
What a company record holds, how companies relate to contacts and deals, and the agent-partner metrics.
A company is an organization in your database: it groups contacts, collects deals, and carries its own profile. In many B2B workspaces companies are agent-partners who refer clients — Ikigai reflects that with dedicated performance metrics.
How companies connect to contacts and deals
- A contact can be linked to one or more companies, with a "Current" or "Former" marker and a Primary contact per company.
- Every deal can reference a company; the company card lists all of them, and the action menu starts a new one — New deal for company.
- The company itself has an owner, notes, tasks, and a timeline — same building blocks as a contact.
The company card
Counters for contacts and deals live in the KPI tiles of the card, not as header badges. The main tabs cover:
- Contacts — people at the company, each with a deal count ("N deals") and lowercase "primary" / "former" markers ("No contacts in this company" when empty).
- Deals — simple Open and Closed lists ("No deals with this company" when empty).
- Notes and tasks attached to the company.
The right rail holds Details (Domain, Legal name, EDRPOU / Tax ID and other requisites), Finance, Relations, Child companies, Tags, Payments, and Pinned. Custom fields live on the Overview tab.
Attention chips surface at the top when something needs care: NEGATIVE BALANCE, NO OPEN DEALS, NO ACTIVITY · Nd.
Agent-partner metrics
For companies that bring you clients, the card shows KPI tiles:
| Metric | Meaning |
|---|---|
| Lifetime value | Total value the agent has brought over the relationship. |
| Last referral | How long ago the company last brought a deal. |
| Pipeline value | The value of referred deals currently in the pipeline. |
| Contacts | How many people are linked to the company. |
Next to them, the Comparable companies benchmark compares the agent to peers in the same industry — with Throughput 30d and Avg win rate. The companies list also has a Win-rate column.
These numbers answer the partnership question at a glance: is this agent active, and do their leads convert?
Tip: fill in the company domain early — duplicate search matches companies by domain. See Merging duplicates.
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