A company record in Orbis represents an organization — a business, startup, nonprofit, or any other entity. Companies are linked to contacts, so you can navigate from a person to their employer and back, and track notes and interactions at the company level.Documentation Index
Fetch the complete documentation index at: https://docs.meetorbis.com/llms.txt
Use this file to discover all available pages before exploring further.
What a company record contains
Each company record holds:- Name and domain — the company’s legal name and website domain
- Logo — automatically fetched via Brandfetch when a domain is known
- Description — a short summary of what the company does
- Industry and size — industry classification and employee count range
- Location — city, region, country, and metro area
- Social profiles — LinkedIn, Twitter/X, Facebook, and other public pages
- Financial data — funding stage, total funding raised, revenue range, stock ticker, market cap, and IPO year when available
- Tech stack — technologies the company uses, sourced from enrichment
- Contacts — all people in your network who work at this company
The companies list
The companies list shows all organizations in your Orbis workspace. You can:- Search by company name or domain
- Filter by industry, employee size, country, or whether a LinkedIn or website is present
- Sort by name, contact count, or date added
- Switch views between a table and a kanban board organized by lifecycle stage or relationship type
Company profile
Click any company to open its profile. The profile is organized into sections:Overview
Name, domain, logo, description, industry, employee count, location, and all social links. Also shows your relationship metadata: relationship type (customer, partner, vendor, etc.), lifecycle stage, priority, and sentiment.
Contacts
All contacts in your network who work at this company. Click any contact to go to their profile.
Notes
Notes linked to this company. You can create new notes from here or link existing notes.
Funding
Funding stage, total funding, revenue range, and investor information when available from enrichment.
Tech stack
Technologies detected on the company’s website and public profiles.
Website intelligence
A summary of the company’s website content, when available.
Relationship metadata
You can track your organization’s relationship with each company using:- Relationship type — customer, partner, vendor, investor, portfolio, prospect, competitor, or other
- Lifecycle stage — prospect, lead, opportunity, negotiation, committed, customer, churned, or dormant
- Priority — high, medium, low, or none
- Sentiment — positive, neutral, negative, or mixed
- Owner — the team member responsible for this relationship
- Tags — custom labels for grouping and filtering
Adding companies
Companies can be added manually, via CSV import, or auto-created from contacts. See Import Companies for all import methods. Orbis enriches companies automatically when a domain is known — pulling logos, financial data, social profiles, tech stack, and more. See Company Enrichment for details.Pipeline view
Switch to the Pipeline view to see companies as a kanban board. Companies are arranged as cards across columns based on:- Lifecycle stage (default) — prospect, lead, opportunity, negotiation, committed, customer, churned, dormant
- Relationship type — customer, partner, vendor, investor, etc.
- Priority — high, medium, low, none
- Sentiment — positive, neutral, negative, mixed