Create a company
1
Open Companies
CRM → Companies → + New company.
2
Identify the company
Enter the website or VAT number (partita IVA): Arya first checks if it already exists in your workspace (avoids duplicates), then enriches with public data.
3
Fill commercial data
- Type: Customer / Prospect / Partner / Supplier / Other
- Owner: who owns the account
- Tags: for segmentation
4
Save
The company appears in the list. You can immediately add contacts, deals, notes.
Automatic enrichment
Arya can fill empty fields on selected companies:1
Select
From the Companies table, select multiple rows with checkboxes.
2
Enrich
Click Actions → Enrich with AI. Arya looks up missing data (address, VAT, employees, industry).
Enrichment consumes AI credits. See AI credits.
3
Review and confirm
Arya shows proposed values before writing them. Accept all, accept a subset, or reject.
Relationships
A company page shows in dedicated tabs:Merging duplicates
Arya automatically flags possible duplicates (same VAT or same web domain):1
Spot duplicates
Orange banner on top of the Companies list: “3 possible duplicates”. Click to see them.
2
Merge
Select companies to merge, click Merge. Pick the one to keep as master.
3
Resolve conflicts
If fields have different values, Arya asks you to pick which to keep field by field.
4
Confirm
All deals, contacts, invoices, projects move to the master. Others are archived.
Custom fields
Add useful attributes in Settings → Objects → Company. Examples:Segment(select: SMB / Mid-Market / Enterprise)ARR(currency)Tech stack(multi-select)Customer Success Manager(reference to Employee)Last contact date(date)
Lists and segmentation
Create dynamic lists of companies for campaigns or analysis:Italian prospects with 50+ employeesEnterprise customers with ARR > 100kCompanies without linked contacts(to clean up)Churned customers last 12 months
Frequently asked questions
Can I bulk-import companies?
Can I bulk-import companies?
Yes. ⋯ → Import from CSV/Excel. Arya deduplicates on VAT and website.During mapping, match your file’s columns to the standard company fields — Company name (the Name field), VAT number, Tax code, Address, City, Employees, Revenue: these import straight into the matching field. If your file has a column that doesn’t match a standard field, create it as a custom attribute and map it there. When the import finishes, the new records show up in the list right away, with no page reload.
How do I delete a company with linked records?
How do I delete a company with linked records?
Arya blocks deletion if active deals/invoices/projects exist. Transfer or archive linked records first. Admins can force with
⋯ → Force delete (irreversible).Are enriched companies updated automatically?
Are enriched companies updated automatically?
Not by default. Arya enriches only on explicit request. You can set up a workflow to re-enrich periodically.
Can I link companies to each other (e.g. parent/subsidiary)?
Can I link companies to each other (e.g. parent/subsidiary)?
Yes, via a
Parent company attribute (reference). Create it in Settings.