Managing companies
Create client companies, keep their details current, and read everything happening on the account from one page.
Companies are the client side of your desk — every job belongs to a company, and applications and placements all roll up to it.
Creating a company
- Open Companies in the sidebar and click Add company.
- Enter the name and any details you have — website, location, industry.
- Save. If the company has a website, Kepler fetches its logo automatically in the background.
Companies are also created automatically from email domains (when Create companies from email domains is on under Settings → Record capture) and during CSV imports.
The company page
Open any company to see its full account picture across tabs. Calls, Notes, Tasks, Files and History sit under More.
| Tab | What's in it |
|---|---|
| Overview | About the company, its jobs, key contacts, CVs sent to them and recent notes. |
| Contacts | Everyone you know at the company. Add contacts directly from here. |
| Jobs | All vacancies for this client, with status and pipeline counts. |
| Applications | Every candidate in process across the client's jobs, with stage and outcome. |
| Interviews | Interview history across the company's jobs. |
| Placements | Deals closed with this client — fees, start dates, status. |
| Lists | Lists this company belongs to (e.g. "Key accounts Q3"). |
| Communications | Synced conversations with anyone at the company's domain. |
| Templates | Email templates written for this client, and which purposes fall back to your team's templates. |
| Calls | Recorded calls and meeting intelligence linked to the company. |
| Notes / Tasks / Files | Account notes and logged interactions, to-dos, and documents such as terms of business. |
| History | The full chronological timeline of everything above. |
Editing fields
The company's core details live in its Details panel. Click Details › at the end of the tab row to open it over the page (on a small screen, Details is in the bar at the bottom), then click any field to edit it. It shows Domains, Industry, Location and LinkedIn by default, plus a Record section with Created and Last activity. The default rows are a workspace choice: remove one you don't use, or add another from the field picker. Add your own fields — payment terms, PSL status, fee agreement — via custom fields.
Each of these fields carries a History icon. Open it to see every value the field has held, who or what set it — a person, or a badge such as AI, Import, Sync, Merge, Automation, Assistant, Enrichment, System or API — and when. Use Restore this value to put a previous value back.
Comments, @mentions and name hover cards work here as they do on candidates: see Managing candidates.
The Communications tab matches by domain, so a thread with a hiring manager you haven't saved as a contact yet still shows up on the company. Convert them into a contact in one click when you're ready.