Instance · CRM
Companies Introduction
Last updated 1 November 2026
Company records in the CRM: details, contacts, custom fields, archiving and webhooks.
The CRM keeps a record for every company you deal with: clients, prospects, suppliers and partners. Each company holds its details, addresses and custom fields, and links to the contacts who work there. Tasks, activities and attachments can be added to a company, so its whole history is in one place.
What you can do with companies
| Job | Where |
|---|---|
| Add a company | Adding a company |
| Edit, archive and restore companies | Managing companies |
| Import or export companies | Importing and exporting companies |
Fields you can shape
Dropdowns on a company, such as company type and industry, come from system fields. You change their options in CRM system fields. Fields that are not built in are added as custom fields, under the companies configuration in CRM custom fields. A custom field can be text, a whole number, a decimal, true or false, a list, or a location.
Archive rather than delete
Archiving a company takes it out of the active list while keeping its history. You can restore it later. The CRM API does the same with a POST to /crm/api/v2/companies/:uuid/archive or /restore.
Changes reach other systems
The CRM sends a webhook when a company is created or updated, to the addresses registered in CRM webhooks. It sends none for an archive, a restore or a delete.
On the docs.insites.io instance, a read-only query on 1 November 2026 found no company records, so no example company is shown here.
Common mistakes
- Adding a new option by typing it into a company. Options for dropdowns are managed in system fields.
- Deleting a company you may need again. Archive it instead.
- Expecting a webhook when a company is archived. Only create and update send one.