Create a company
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.
Fill commercial data
- Type: Customer / Prospect / Partner / Supplier / Other
- Owner: who owns the account
- Tags: for segmentation
Automatic enrichment
Arya can fill empty fields on selected companies:Enrich
Click Actions → Enrich with AI. Arya looks up missing data (address, VAT, employees, industry).
Enrichment consumes AI credits. See AI credits.
Relationships
A company page shows in dedicated tabs:| Tab | Content |
|---|---|
| Overview | Company data, KPIs (open deals, pipeline value, YTD revenue) |
| Contacts | Linked people with role and primary flag |
| Deals | Won, lost, open deal history with values |
| Projects | Active and completed engagements |
| Invoices | Issued and received invoices, payment status |
| Activity | Full timeline (email, calls, notes) |
| Documents | Shared files, contracts, NDAs |
Merging duplicates
Arya automatically flags possible duplicates (same VAT or same web domain):Spot duplicates
Orange banner on top of the Companies list: “3 possible duplicates”. Click to see them.
Resolve conflicts
If fields have different values, Arya asks you to pick which to keep field by field.
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.
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.