Click any company to open its record. The header sits at the top; under it, the record's tabs run down the left side (on a phone, a row you can scroll), each a different facet of your relationship with that organization. Which tabs appear depends on the modules your organization has enabled — an organization without the Finance module won't show the Finance tab, for instance.
Overview#
The landing tab. It summarizes the company at a glance — key details, owner, status, and a snapshot of recent activity — so you can pick up context quickly. To change any of it, choose Edit from the ⋯ menu in the header.
A Memberships card lists the lists the company is on, with its HubSpot sequences and website form entries alongside when those apply.
A company can carry several phone lines — main, support, sales, fax, other — with one as the default: the number every list and queue dials, and the one a contact with no number of their own is reached on (labelled as the company's line wherever it stands in).
Contacts#
Every person you know at this company. Add contacts, see their roles, and jump to any contact's own record. Contacts created here are automatically tied to the company. See Contacts.
Sales#
The deals associated with this company — open and closed — so you can see the sales relationship without leaving the record. (Requires the Sales module.)
Projects#
Delivery work for this company. Every project tied to the company, with status and progress. (Requires the Projects module.)
Tickets#
Support and service requests from this company, with status and priority. (Requires the Tickets module.)
Activities#
A unified timeline of what's happened with this organization — calls, emails, notes, meetings, and status changes — newest first, and it rolls up everything logged against the company's contacts and deals too. This is the fastest way to answer "what's the latest with this client?" Each activity row's ⋯ menu includes Add time entry, so time spent on a call or meeting can be logged the moment it's over. An activity with time logged on it can't be deleted until that time is deleted or moved — otherwise the hours would belong to nothing and drop out of the client's cost and invoicing. When two companies are merged, time on a duplicate copy of the same meeting moves to the copy that stays.
Log activity (the main button) records a call, email, meeting or note that already happened; Schedule activity plans one for later.
The timeline also shows the tasks of this company's projects. Click one to open it right here in the task panel — the same panel as on the project board — without leaving the company. Its ⋯ menu also has Open on the project board, Open in new tab and Copy link. A task on a project you're not on is listed but can't be opened.
Anything you log can carry an outcome — what actually happened — which is what makes connect and reply rates measurable. Type, Outcome and Call block filter the timeline directly; Mode, Status, Source and Email sit behind More filters. Turn on By conversation to collapse an email thread into one row you can expand in place.
The Email filter governs how a message arrived: your own sends and hand-logged mail show by default, while mail pulled in by the mailbox sync stays opt-in — one deal thread can run to hundreds of messages. The full breakdown is on the contact record.
Notes#
Rich-text notes about the company — and every note written on one of its people, in one list, newest first. A note on a person is the same note that sits on the person's own Notes tab: it shows in both places and is never copied, so editing or deleting it in one place does it everywhere. Each note says where it was written: Company for a note on the company itself, or the person's name (a link to them) for a note on one of its people.
- New company note writes a note on the company itself.
- Written on narrows the list to company notes or contact notes; Contact narrows it to one or more people; Author, From and To narrow it further.
- A person's note belongs to the company they worked for when it was written. If they move to another company later, their earlier notes stay here.
- People who can't see contacts see the company's own notes only.
A company note also shows on the panel of everyone at the company who is on an outbound block, and syncs to HubSpot on the company.
Documents#
Files attached to the company, organized with tags. Upload contracts, briefs, brand assets, or anything else that belongs to the relationship. Document tags are configured under System settings.
Addresses#
The company's locations — billing, shipping, office. Addresses added here are available to other modules (for example, on invoices).
Domains#
The email/web domains this company owns (for example acme.com). Domains help AspirePro recognize which company an inbound email or a new contact belongs to.
Forms#
When Forms is on and you have Access Forms, a Forms tab lists the website form entries linked to the company and to its people. See Forms on contacts and companies.
Finance & Agreements#
When the Finance module is on, the record gains Finance (invoices and financial summary) and Agreements (recurring service agreements and their terms) tabs. See the Finance module documentation.
The Finance tab's work in progress figures cover everything waiting to be billed for this client — unbilled time, unbilled expenses and unbilled charges — each with its own total and its own list underneath, so a client whose only outstanding work is a box of parts still reads as having something to bill. Time the client's agreement covers (a fixed fee, a retainer's included hours) isn't counted; see Time an agreement covers. Which time counts follows the client's rule — approved time only, or any logged time — set by the organization (System → Finance settings → Time and expenses) or for this client alone on the Billing preferences card (Finance tab → Integrations, beside the payment reminders and tax cards; Use organization setting / Approved time only / Any logged time, plus whether non-billable time is offered as $0 no-charge lines). For a client that bills approved time only, billable time that is logged but not approved yet is shown separately, under the figures: how many hours, what they are worth, and how much is still on someone's open timesheet versus waiting for approval. The Overview card shows the same amount under Unbilled WIP as "not approved yet". See Which time can be invoiced.
Below the figures, Time for this client lists every entry logged for the client — through its tickets, projects, project tasks and activities — as the Time entries list fixed to this client. It opens on Ready to invoice (the time the client's rule lets be billed right now); the other tabs show what is not submitted, waiting approval, approved, invoiced or rejected. Tick entries to approve, reject or Invoice selected — the draft is made for this client.
Pro Cards#
Structured cards — configuration records, asset inventories, credentials checklists, or any custom card type — attached to this company. See Pro Cards.
Lifecycle#
The client's lifecycles — what should be happening and whether it is — with the services sold and the client health score. See Lifecycle. Lifecycle is part of Companies and has no module toggle; if client health is switched off for your organization (System → Health scores), the Client health card here and the health line on the Overview card are not shown.
Audit trail#
An immutable log of every change to the company record — what changed, who changed it, and when. Nothing is hidden and nothing can be edited; the Audit trail tab is your source of truth for accountability.
The record header#
The top of the record is the same on every tab.
- Name and tags. Beside the logo and name: the HubSpot mark when the company is synced (click it to open the company in HubSpot), the company's status, and its types. While a change is on its way to HubSpot you'll see Syncing to HubSpot…; if the last one didn't get through, HubSpot sync failed. A merge HubSpot still has to follow, and the companies merged into this one (Merged from …), show here too.
- The line underneath has the main website (opens it) and the main phone number (click to call), each with a copy button, then the company's LinkedIn, X, Facebook and Instagram links when it has them.
- ⋯ (More actions) starts with Edit, which opens the edit page — details, status, types, owner, phones, address and logo. Then Merge into another company…, Sync to HubSpot for a company HubSpot hasn't seen yet (or Retry sync to HubSpot after a failed sync), Client health review — the client's health review for a quarter or month, on screen or as a PDF — and, last and in red, Archive company. Archiving asks first; it hides the company from lists without deleting anything, and you can restore it from Archived companies.
People who can't edit companies don't see Edit or these actions. Edit company is also in the settings menu (the gear at the top right) on every company page. Your own organization's record can't be archived or merged. When HubSpot decides merges for your organization and the company is linked there, Merge stays in the menu but is greyed out, with a note to merge in HubSpot instead.
New deals, projects and tickets for the company start from their own tabs (Sales, Projects, Tickets).