Question 1

How do contacts get linked to a company?

Accepted Answer

When you add or import a contact without a company, or create one through the API, Orbit links them to the company whose domain matches their email address, and creates the company if you do not have it yet. Both are on by default and can be switched off in settings. On a company record you can link everyone with a matching email domain in one click, or add and unlink people by hand. A contact can belong to several companies, with one marked as primary and a relationship label from Settings › Associations on each link.

Question 2

What is on a company record?

Accepted Answer

Name, domain, industry, employee count, annual revenue, phone, location, owner, lifecycle stage and tags, plus any custom fields you add. The record lists the people at the company with their relationship labels, every deal for the account, its parent and child companies, and its own notes and tasks. Rollups show when the account was last contacted, what is next, and how many emails, calls and meetings it has had, counting its contacts too. Every field change is kept in a Changes tab with who made it, when, and an undo.

Question 3

Can a company have a parent company?

Accepted Answer

Yes. Set a parent on any company and its record shows a Part of chip and a Company hierarchy card with the parent and its other children, while the parent record lists every company under it. Use it for subsidiaries, regions or brands you sell to separately but want to see as one group.

Question 4

How do I merge duplicate companies?

Accepted Answer

Select two companies in the Companies table and choose Merge, or start from the duplicates Orbit flags. A side-by-side picker lets you choose which value to keep for each field, and the contacts, deals, notes and activities from both records move to the one you keep. The other company goes to Recently deleted, so you can restore it if you merged the wrong pair.

Question 5

Can I import my companies from another CRM?

Accepted Answer

Yes. Settings › Migrate CRM imports companies from HubSpot along with their contacts, deals, notes and history, and from Pipedrive, Attio and Close (Beta). You can also upload a CSV or XLSX of companies with column mapping and an undo, or load them through the REST API’s bulk import. Imported contacts link to companies by email domain.

Question 6

Can AI agents work with company records?

Accepted Answer

Yes. Over the Orbit MCP server, Claude, ChatGPT and your own agents can find, create and update companies, link contacts to them and add notes and tasks, for the one team and the permissions you approve. Hosted assistants cannot delete companies. On the record itself, Summarize with AI gives you a few sentences on the account with citations and suggested next steps, and you can ask it a question about the company.

Question 7

How much do companies cost?

Accepted Answer

Companies are part of the Orbit CRM, which is included on both plans, Core and Enterprise, with unlimited team members. There is no per-seat fee. Pricing is quoted on a demo and depends on your volume, not your headcount.

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