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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?

A Company Profile is a dedicated page for an organization — a client, a supplier, a partner, or any business you interact with. It brings together the company's details, the people who work there, and all related activity: tasks, notes, and history. Think of it as the answer to: "What's the full picture of my relationship with this organization?"

Create a company

Adding a company to Keepsake is as simple as adding a contact. You only need a name to get started.
1

Go to Contacts

Navigate to the Contacts section from the main menu. You'll see a tab for your companies.

2

Tap "+" to create

Enter the company name. That's all you need to start.

3

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 #tags, just like everywhere else in Keepsake.

Company info and quick actions

Each company profile displays its contact information at the top: name, website, email, phone, and address. Hover over any field to copy it to your clipboard with one click.
1

Quick actions

Tap the email, call, or SMS buttons to reach the company directly — just like on a contact profile.

2

About section

Use the "About" section to write notes about the company. This field supports Markdown formatting, @mentions, and #tags — 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 projects with #tags.

Tasks, notes, and history

The company page aggregates all related activity — not just what's directly on the company, but also everything linked to the people who work there. Use the filter tabs to navigate between All, Tasks, Quick Notes, and History.
1

Create tasks from the company page

Tap "+ Add task" to create a task directly linked to the company. You can also create tasks from anywhere and @mention the company.

2

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.

3

Quick Notes

Notes linked to any of the company's contacts appear here too. Everything is centralized on one page.

Tip

Before a meeting with a company, open their profile and scroll through the History tab. You'll have the full context of recent interactions with everyone in the organization.

@mention companies in your notes

Since v0.12, companies appear in the @ suggestions alongside your contacts. Type @ followed by the company name in any note, task, or entry, and the company will be suggested.
1

Type @ in any text field

Start typing the company name. Companies appear in the suggestions alongside contacts — they're marked with a building icon.

2

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

Companies are fully integrated into Keepsake's global search. Press Cmd+K (or Ctrl+K) and start typing — your companies appear alongside contacts and pages.
1

Press Cmd+K

Open the global search from anywhere in the app.

2

Type the company name

The search matches on name, email, website, and address. Companies appear with a building icon to distinguish them from contacts.

Tip

The search is accent-insensitive — typing "cafe" will find "Café de la Gare" too.

Related guides

Contact Profiles: Your Relational Memory

Learn how Keepsake's Contact Profiles work as your relational memory. Track interactions, set reminders, and build a complete picture of every relationship.

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 Tags & Pages

Learn how to use Tags & 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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