Learn Mokapen

Companies Guide

The Companies area is the directory of organizations you work with: business clients, suppliers, partners, corporate groups. Each company aggregates contacts, tax and commercial data, connections to deals/tickets/projects, and relationship history. In B2B CRM, the company is often the sales and billing unit; contacts represent the operational people.

Access it from the Companies list (Companies button from the Contacts page or menu). For linked people, see the Contacts guide.

Role in the CRM and processes

The company in Mokapen centralizes:

• Legal/commercial identity: company name, logo, VAT/tax ID, industry, size.
• Relationships: Contacts tab with the organization's people; Connections to deals, projects, tickets, documents.
• Operations: client onboarding checklist, shared emails, billing (Sales).
• Segmentation: labels (Enterprise, Partner…), filters on industry/custom revenue, company reports.

Typical flow: Company lead → qualification → deal on the company → role contacts (decision maker, technical contact) linked to the deal and company → delivery on project with connections to the company.

Companies list page

Table with logo, title, email, phone, labels, privacy. Top bar similar to Contacts:

• Contacts: return to the people list.
• Filters (Small plan): advanced filters modal.
• Actions: import/export companies, duplicates, columns, archive, trash.
• + Company: quick creation.

Selecting rows shows bulk actions: New email (if integration active), Edit, Clone, Archive, Delete, Export (org owner). Clicking the title opens the side card or, with Small plan, the company page.

Company card

Header: logo (upload or building placeholder), editable company name, Archived badge if applicable. If the company is in the trash, banner with Restore and Delete permanently (Medium plan).

Action bar:

• Privacy, Labels, Color, Attachments, Sticky notes (Small plan).
• Copy link, Full page (Small plan).
• + Create and connect: task, ticket, deal, contact… already linked to the company.

Options menu (three dots)

• Clone: duplicate the company; in the modal choose checklist, attachments, connections, comments to copy.
• Archive / Restore (Medium plan): hide from operational views or return to the list.
• Edit card (admin): company field layout designer.
• Delete / Restore (red item): soft delete to org trash, restore or permanent deletion.

The structure mirrors Contacts/Task: same UX patterns to reduce the learning curve.

Data tab — company fields

• Type, Industry, Size (employee count/range).
• Stakeholders — internal Mokapen owners responsible for the relationship.
• Source, Description, Sales fields.
• Website, Email, Phone, Address (headquarters), Social.
• Tax data (VAT, tax ID…) in the Billing or Corporate tab depending on layout and active modules.

When creating/editing, typing VAT or website the system may suggest creation from directory or detect duplicates (same VAT or domain) to avoid duplicate companies.

With custom fields (Medium plan) and rules, set required fields (e.g. VAT required for IT clients).

Company Contacts tab

Dedicated Contacts tab (linked people counter): lazy-load list of all contacts with company_id = this company. From here open contact cards, add new contacts pre-associated with the company, or link existing contacts.

This is the account's «commercial org chart» view: decision maker, administrative contact, technical contact. For ABM processes, keep this tab updated before every visit or QBR.

Creating a contact from the company Contacts tab pre-fills the Company field in the new record.

Other card sections

• Checklist — client onboarding, legal documents (Checklist guide).
• Connections — deals, projects, tickets, quotes (Connections guide).
• Email: synced message history linked to the company.
• Billing (Sales): payment terms, e-invoice data.
• Corporate: extended company data (legal form, REA, capital…).
• Marketing: account-level lists and campaigns.
• Sync: external integrations.
• Updates — audit trail of changes, comments and communications.

Creating a company

1. Companies list → + Company (or from Company field in a contact with «create new»).
2. Enter at least company name; website or VAT recommended for deduplication.
3. Optional: logo, industry, owner stakeholder.
4. Save → immediately link contacts in the Contacts tab or via deal connections.

CSV import and enrichment (Discover companies) for bulk population from integrations.

Editing a company

Single edit (card)

1. Open the company card.
2. Inline edit: company name in header, logo, fields in Data tab (pencil icon).
3. Update labels, privacy, collaborators from the action bar.
4. Auto-save in side card or Save button in company page.

Bulk edit (list)

1. In the Companies list, select rows with checkboxes.
2. Click Edit in the action bar.
3. In the modal set owner, labels, industry, allowed custom fields.
4. Confirm to apply to all selected companies.

Admin: Options → Edit card for field layout. Changing VAT on already invoiced records requires caution: verify impacts on linked Sales documents.

Deleting a company

Delete companies created by mistake or test duplicates. Prefer Archive if the account has deal, ticket or contact history and you don't want to lose trace in the CRM.

Single deletion

1. Open the card → Options → Delete (red item).
2. Confirm in the modal.

With Advanced Premium the company goes to the trash (Companies list → Actions → Companies trash). From there you can Restore or Delete permanently. If you open a company already in the trash, the Restore / Delete permanently banner appears.

On Free plan (without Advanced Premium) deletion is generally permanent immediately after confirmation, without trash — verify your organization's permissions.

Warning: deleting a company does not automatically delete linked contacts — verify relationships before proceeding (or reassign contacts to another company).

Multiple deletion

1. Companies list → select → Delete (red button).
2. Confirm.

Archiving a company

Archive inactive accounts (lost prospects, discontinued suppliers) while keeping deal, ticket and contact history linked.

Archive a single record

1. Card → Options → Archive (Medium plan) → confirm.

Archive multiple companies / view archive

• Multiple: list → select → Archive.
• View: Actions → Companies archive.
• Restore: from archive or Options → Restore on the card.

Archived companies do not appear in standard operational views but remain reachable from archive, connections and historical reports.

Companies Report

The Companies Report section (Premium) summarizes companies you have access to based on role and organization permissions: you see only authorized records and fields. Used for analysis by industry, size, owner and export — to add or correct individual accounts use the Companies list.

• Dashboard: charts by industry, size, type, labels, owner, geographic map.
• Report list: filterable analytical table with CSV/Excel export — basis for account reviews and commercial segmentation.

Combine report with list filters and Connections tab to understand which accounts have open deals vs history only.

Cloning a company

Useful for account templates (partner type, standard onboarding checklist structure).

Single clone

1. Card → Options → Clone.
2. Select in modal: checklist, attachments, connections, comments.
3. Confirm and update company name / VAT of the new record.

Multiple clone

1. List → select → Clone → choose options → confirm.

Filters, columns and duplicates

Advanced filters on industry, size, labels, connections (open deal, open ticket…), custom fields. Edit columns in Actions to adapt the table to your vertical.

(Medium plan) Manage duplicates: merge companies with same VAT/domain/similar name; Ignored page for valid pairs (homonyms).

Import, export and metadata

• Import/Export CSV (org permissions) with column mapping.
• Metadata lookup: from website or partial data, retrieve public information to pre-fill the card (industry, address) — always confirm before saving.
• VIES (EU): intra-community VAT validation where integrated.

Companies Settings

Companies Settings: fields, card layout (fields_view), list columns (columns_view). Align industry and size nomenclature to your ICP before team rollout.

Recommended processes

• Account-based: one company = one account with deal pipeline; role contacts linked; «Target Q3» label on the company.
• Partner channel: partner company → connections to indirect deals and referral contacts.
• Renewal: checklist on company 90 days before contract expiry; filter «closing deal + incomplete checklist».
• Data quality: monthly VAT duplicates; filter companies without contacts (to complete); archive lost prospects.
• CS → Sales handoff: project connections + company + decision maker contact always present before go-live.

Combine companies, contacts and Connections for a coherent B2B CRM: the company provides account context, contacts the conversations, connections the operational thread with sales and delivery.