Company Profiles: Organize Your Business Relationships
Company Profiles bring your business relationships into Keepsake. Create a profile for each organization you work with, link the people you know there, and see everything — tasks, notes, history — in one place. It's the same philosophy as Contact Profiles, but for organizations. Learn more about Company Profiles.
What is a Company Profile?
Create a company
Go to Contacts
Open the Contacts view from the sidebar (on mobile, the Contacts tab). The "Companies" filter shows only your companies.
Click "New contact", then "Company"
A panel opens over the page you're on: switch from Person to Company at the top, and enter the company name. That's all you need to start.
Add details
Fill in the company's website, email, phone number, and address. Everything is optional — add what's useful to you.
Tip
You can also add notes to the company profile using Markdown. These notes support @mentions and #pages, just like everywhere else in Keepsake.
Company info and quick actions
Quick actions
The website, email and call buttons reach the company directly, and the main button, Log an exchange, records what you just discussed — just like on a contact profile.
About section
Use the "About" section to write notes about the company. This field supports Markdown formatting, @mentions, and #pages — perfect for keeping context about the relationship.
Tip
The About section is great for noting things like "Main client since 2024 — project renewal every January" or linking to related project pages with #.
Link contacts to a company
Open the company profile
Navigate to the company you want to update.
Click "Add a person"
In the People section of the company profile (in the About tab on a phone), search for an existing contact by name. Select them to link them to the company. Hover a person to email, call or remove them.
Their role at the company
In the People section, hover over a person and click Add a role under their name ("Sales Director", "HR Manager"…), then press Enter. Click the role to change it, or clear it to remove it. You can also edit it from the person's profile, next to the company name in their contact details.
Tip
A contact can belong to multiple companies. And when you view a contact's profile, you'll see which companies they're linked to — with a direct link to each company page. See Contact Profiles for more.
Link people without opening the company
From the contact form
In the contact panel, the "Company" field suggests your existing companies as you type. If it doesn't exist yet, choose "Create company “…”". On a contact profile, + Company in Contact details does the same.
When importing a contact card
If the vCard names a company, Keepsake links the person to that company, or creates it. "AFDAS", "Afdas" and "afdas." are the same company: no duplicates.
Several people at once
In the Contacts view, tap "Select", check the people, then "Link to a company".
With your AI assistant
When your assistant saves "Marie, at AFDAS" through Keepsake's MCP server, it links her to the AFDAS company. It can also link, unlink or merge companies when you ask.
Tip
A person's company shows under their name in the contact list and at the top of their profile. A person can belong to several companies.
Merge two companies
From the company page
Open the … menu, choose "Merge with…" and pick the record to keep.
By renaming
Give a company the name of another one: Keepsake offers to merge them instead of keeping two records with the same name.
Several at once
In the Contacts view, "Companies" filter, select the duplicates, then "Merge" and choose the one to keep.
Tip
Merging loses nothing. Every person, entry and note ends up on the record you keep.
Tasks, notes, and history
Create from the company page
"Log an exchange", the add line of the Tasks tab and "Add note" (Notes tab) create an item already linked to the company. Tasks added there go to Someday — end a title with T+0 for today.
Link an existing item
In a task, a note or an entry, tap the person icon and choose the company, or mention it with @ in the text. An item can be linked to both a person and their company.
See aggregated history
The History tab shows all entries and completed tasks — from the company itself and from all its linked contacts. This gives you a complete timeline of the relationship.
Tip
Before a meeting with a company, open their profile and scroll through the History tab. You'll have the full context of recent exchanges with everyone in the organization.
@mention companies in your notes
Type @ in any text field
Start typing the company name. Companies appear in the suggestions alongside contacts — they're marked with a building icon.
Select the company
The note or task is now linked to the company profile. It will appear in the company's activity feed.
Tip
You can mix contact and company mentions in the same note: "Meeting with @Marie@ at @Synapse Technologies@ about the new contract." Both profiles will show this entry.
Find companies with global search
Press Cmd+K
Open the global search from anywhere in the app.
Type the company name
The search matches on name, website and email. Companies appear in their own Companies group, with a building icon to distinguish them from contacts.
Find their people too
Typing a company's name brings up its record and the people linked to it.
Tip
The search is accent-insensitive — typing "cafe" will find "Café de la Gare" too.
Related guides
Contact Profiles: Your Relational Memory
Your relational memory: every exchange logged by type, linked notes and tasks, birthdays, and a gentle nudge to keep in touch with the people who matter.
Capture Ideas Instantly with QuickNotes
Learn how to use QuickNotes to capture thoughts, ideas, and reminders in seconds. Works offline, syncs automatically, and connects to your contacts.
Organize Everything with Pages
Learn how to use pages in Keepsake to organize notes, tasks, and contacts into flexible projects. No upfront setup — projects emerge naturally from your content.
Tasks & Time Blocks: Plan Your Day Without Guilt
Learn how to manage tasks with Keepsake's unique time block system. Plan your day with sequential blocks instead of rigid schedules. Finish early? You're free. Need more time? Just shift.
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