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Core 5 min read• Updated 2026-09-09

Companies & Account Intelligence

Learn how to manage target accounts, filter companies by tech stack and team size, add company records, and map decision-makers.

View Companies

What is Companies?

The Companies directory (/crm/companies) is your account hub in Reachvo. It automatically catalogs every organization discovered through prospect searches, captured via buying signals, or manually added by your team.

Rather than managing scattered leads, the Companies directory groups individual contacts under their parent company record, giving you complete visibility over target accounts, team headcounts, software tools used, and associated sales deals.

1. Header Actions

In the top right corner of the Companies screen, you will find two primary actions:

  • + Add company: Opens the modal to create a new company record with industry, team size, location, and website details.
  • Export: Downloads your filtered company list into a structured CSV spreadsheet file.

2. Advanced Search & Account Filters

Above the table, multi-attribute filters help you zero in on specific target accounts matching your Ideal Customer Profile (ICP):

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ Search by company name or domain (e.g. reachvo.ai, stripe.com)                                         │
├───────────────────┬───────────────┬─────────────────┬────────────────────────┬─────────────┬───────────┤
│ [ All industries ]│ [ Any size  ] │ [ All sources ] │ [ Technology: HubSpot ]│ [ Country ] │ [ City ]  │
└───────────────────┴───────────────┴─────────────────┴────────────────────────┴─────────────┴───────────┘
Filter How It Helps Your Sales Outreach Example Values
Search by name / domain Instantly find specific accounts or match website domains. acme.com, Notion, Figma
Industry Focus campaigns on specific business verticals. Computer Software, Fintech, Healthcare
Company Size (Headcount) Target companies by team size to ensure budget fit. 1-10, 11-50, 51-200, 201-500, 500+
Technology (Tech Stack) Identify accounts that actively use specific software tools. HubSpot, Salesforce, Stripe, Shopify
Location (Country / City) Segment outreach by regional timezones or local markets. United States, United Kingdom, Austin, London
Source Filter by how the company entered your CRM. Prospecting Search, Signal Trigger, CSV Import

3. How to Add a Company Manually (Step-by-Step)

Creating a company record manually takes less than a minute:

  1. Click + Add company in the top right header (or click the center Add company button on an empty state).
  2. Enter the required core fields:
    • Company name *: e.g. Acme Corporation.
    • Website URL *: e.g. https://acme.com (Reachvo automatically derives the clean domain acme.com for contact matching).
  3. Fill in primary company details:
    • Industry: e.g. B2B SaaS / Marketing.
    • Phone number: General office or switchboard number.
    • City & Country: Headquarters location (e.g. Austin, United States).
  4. Click + Add more details to expand advanced fields:
    • Headcount / Employee Range: e.g. 51-200 employees.
    • LinkedIn Company URL: Link to their official LinkedIn page.
    • Founded Year & Description: Company summary and value proposition.
  5. Click Add company.

NOTE

Automatic Contact Linking: When you create or import a company, Reachvo automatically links any existing or newly discovered contacts with matching email domains (e.g. *@acme.com) to that company record.

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4. Understanding the Company Record & Decision-Makers

Clicking on any company name in the directory opens the comprehensive Company Overview Modal:

1. Company Details & Tech Stack

  • Full website verification, employee headcount bracket, headquarters address, and phone number.
  • Software tags showing the detected tech stack (e.g. CRM, CMS, payment processors).

2. Linked Decision-Makers (Buying Committee)

  • Lists all discovered employees at the account (e.g. CEO, VP Sales, Head of Marketing).
  • Displays each contact's LinkedIn status (Connected, Replied, In Sequence).
  • Prevents your team from accidentally sending conflicting messages to multiple executives simultaneously.

3. Pipeline & Associated Deals

  • Shows all active deals linked to this account from Sales → Deals, including deal stages and projected contract values.

Best Practices for Account-Based Prospecting

TIP

Technographic Targeting Strategy:
Use the Technology filter (e.g. HubSpot or Shopify) to find companies using tools complementary to your product. In your sequence copy, reference their current stack (e.g. "Saw your team is running HubSpot for CRM...") to achieve 2x to 3x higher reply rates.