# BuildRunKit CRM: Companies Sub-Section

### **BuildRunKit CRM: Companies Sub-Section**

**[![Screenshot 2026-09-09 114706.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-114706.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-114706.png)**

The **Companies** sub-section provides central organizational tracking for client businesses, partner organizations, and parent accounts.

#### **Header & Action Buttons**

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk-%2B-new-company%3A-direc"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **+ New Company**: Direct action button to open the company setup modal.
- **Generate Report**: Opens the **CRM Companies Report** export modal:
    
    
    - **Export Count**: Displays total targeted organization records (e.g., *Exporting 1 records*).
    - **Export Format Options**: Allows instant downloads via **Export as PDF** or **Export as CSV**.

</div></div>[![Screenshot 2026-09-09 114943.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-114943.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-114943.png)

#### **Company Summary Metrics**

Top KPI cards display key account breakdown totals:

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk-total-companies%3A-tra"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Total Companies**: Tracks the overall number of registered organization profiles.
- **Linked Contacts**: Counts individual contact records attached across all company profiles.
- **Companies w/o Contacts**: Identifies orphaned company records requiring contact assignment.
- **Average Contacts/Co**: Displays the mean contact ratio per parent organization profile.
- **Created This Month**: Highlights recent client onboarding growth and newly registered companies.

</div></div>#### **Directory Controls &amp; Search Bar**

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk-search-companies...%3A"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Search companies...**: Global filter input for locating accounts by name or description keywords.
- **View Switches**: Toggle viewing modes between **Table** (list layout) and **Grid** (card layout).
- **Rows per page**: Dropdown selector to control row density per page (e.g., 10 rows).
- **Pagination**: Standard directional controls to step through company pages.

</div></div>#### **Companies Table Data Columns**

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk-name%3A-primary-regist"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Name**: Primary registered company or trading entity name.
- **Description**: High-level summary of the company's business focus or internal account notes.
- **Contacts**: Total linked contact profiles associated with the organization.

</div></div>#### **Row Actions Menu (`...`)**

Clicking the three dots icon on any company row displays quick record management actions:

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk-view%3A-opens-the-dedi"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **View**: Opens the dedicated company profile view showing linked contacts, attached deals, and account history.
- **Edit**: Opens the setup editor to update organization details, company descriptions, or associated profiles.
- **Delete**: Removes the organization record from the CRM directory.

</div></div>### **BuildRunKit CRM: Adding a New Company**

**[![Screenshot 2026-09-09 115246.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-115246.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-115246.png)**

Clicking the **+ New Company** button opens the creation modal to register a new organization profile:

- **Name \***: Required field to enter the company or trading name.
- **Description**: Multi-line text field to log details, business focus, or general account notes.
- **Owner**: Dropdown selector to assign account responsibility to active team members within your workspace.
- **Modal Actions**: Click **Cancel** to discard or **Save** to create the record.

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk--3"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" id="bkmrk-view%3A-opens-the-dedi-1" inline-copy-host=""></div></div>