Companies

Companies are the organizations you work with — the shared backbone that connects deals, projects, tickets, invoices, and people across AspirePro.

A tour of the company record — every tab, from overview and contacts to sales, projects, tickets, documents, addresses, domains, and audit.

Filter, sort, and save views of your companies, then act on many at once — the list pattern used across every module in AspirePro.

Named, reusable sets of companies or contacts — static or rule-based — for segmentation, bulk work, automations, HubSpot mirroring, and outbound calling.

Keep client relationships healthy with lifecycles, services sold, and a health score. Lifecycle is part of Companies and has no module toggle; client health scoring, and its notifications, can be switched off under System → Lifecycle.

Best practices for statuses and types — the three axes of a client relationship, and how to handle dormant clients and stalled work.

Structured configuration and record cards attached to companies — build your own card types with custom fields, then manage them per company or across your whole book.

Configure the statuses, types, and industries that shape your company records — the taxonomy every company draws from.