🎯 Goal
Add a company record to your Kato CRM, the organisation that owns the contacts, landlord relationships, occupier briefs and deal history you'll work from.
❓ Why
Companies are the anchor record in Kato's CRM. Contacts belong to companies, requirements and disposals link to companies, and every transaction rolls up to a company. Getting the company record right once saves constant re-linking later.
🔍 Overview
You can create a company either directly from CRM, or on the fly when linking a new company to a disposal, requirement, or contact. Creating directly is cleanest when setting up bulk records; on-the-fly is faster inside a workflow.
📊 Step-by-step
1. Start a new company record
Click CRM in the left nav → Companies → Create New in the top-right from anywhere and choose Company.
2. Fill the core fields
Company name — use the trading name, not the Companies House name unless they're the same.
Sector — drives segmentation and filters across Kato (Tech, Legal, Retail, Financial, etc.).
Role — Landlord, Tenant, Agent, Developer, Other. Informs how the company surfaces in filters and reports.
Registered address & HQ
Website & phone
3. Group or tag
Add the company to any custom CRM groups you use (e.g. "Target landlords 2026", "Tech occupier watchlist"). Groups are your high-level segmentation layer.
4. Save
Save. You can now add contacts against the company, or link existing disposals/requirements.
✅ You've done it when…
The company appears in your Companies list with its sector and role populated, and you're ready to add contacts or link records.
💡 Common mistakes & pro tips
Check for duplicates before creating. Kato will warn if a company with the same name already exists. Take the warning — duplicate company records fragment history.
Sector matters. Demand Insights, rankings, and segmentation all depend on it. Don't leave blank.
Use one record per trading entity, not one per office or subsidiary — unless you genuinely work them as separate relationships.
Tag landlords distinctly from tenants. The Role field lets you segment by relationship type in reports and lists.
💬 Need Help?
📞 0203 772 8898