What's New With Company Management

NEW Whether you call them accounts, clients, or organizations, your customers often work as part of a larger team. And when you’re supporting multiple people from the same company, it helps to have everything connected.

That’s why we’ve introduced a new set of features for Plus and Pro plans to help your team manage customer relationships at the account level. With Company Management, you get a clearer picture of the organizations you support and more powerful ways to take action across them.

Work With Full Account Context

When a contact is associated with a company, you’ll see a toggle in the right sidebar that lets you switch between contact-level and company-level contexts. The company sidebar displays all contacts at that company, as well as recent conversations from the account. That means you can easily answer questions like “Who else from this company have we heard from?” or “What other conversations are open with this account?”

Manage and Organize Your Companies

Browse and search across all the organizations in your account from one simple list. Clicking into any company opens up a full company profile view.

Each company profile brings everything together: contacts, conversations, notes, and company details, like logos and descriptions, so your team has one place to get up to speed on any account.

Take Action Across Companies

Reports

Filter your Reports by company to see trends, performance metrics, and engagement at the account level. It’s a smarter way to measure and manage customer relationships.

Inbox Columns

Add the Company column to any folder or Inbox view to quickly see which organization each conversation belongs to. Especially handy when you're supporting multiple contacts from the same company.

Views

Filter Views by company to spotlight key accounts like customers who are onboarding, high-priority segments, or strategic relationships. Create tailored Views to keep your team focused on the accounts that matter most.

In the Works

We’re continuing to invest in making Help Scout more powerful for account-based support. Here’s what’s coming soon:

Company-level Workflow automation to help you route, tag, or prioritize conversations based on the organization they come from.
Personalization in Saved Replies using company data to craft more tailored responses.
Better tools to keep data fresh like the ability to create, and merge companies with ease.