Organizations

An organization represents a company, institution, or group that your contacts belong to. Think of it as a parent entity that connects related contacts together.

B2B Service Providers Track satisfaction across different client companies, identify which organizations have the highest engagement, and ensure you're covering all stakeholders within an account.

Multi-Location Businesses Even if you're B2C, you might use organizations to represent different franchises, partners, or referral sources.

Enterprise Sales Manage multiple contacts within the same corporate account, track which departments are most satisfied, and ensure complete coverage of decision-makers.

For each organization, you can store:

• Organization name
• Website domain
• Industry classification
• Company size
• Full address details
• Custom fields (if configured)

You can create organizations in two ways: from the Organizations tab, or inline while creating or editing a contact.

1. Navigate to Contacts in the sidebar
2. Click the Organizations tab (next to Contacts)
3. Click Add Organization in the top right
4. Fill in the organization details (see below)
5. Click Create Organization

When creating or editing a contact:

1. Start typing in the Organization field
2. If no match appears, click Create new organization
3. A dialog opens where you can quickly add the organization name
4. The organization is created and automatically linked to the contact

Basic Information

• Name (required): The organization's full legal or common name
• Domain: The organization's website (e.g., "example.com" or "https://example.com")
• Industry: Free-text field for industry classification (e.g., "Healthcare", "Technology", "Manufacturing")

Company Size Choose from standardized ranges:

• 1-10 employees
• 11-50 employees
• 51-200 employees
• 201-500 employees
• 500+ employees

Address Fields (all optional)

• Street address
• City
• State/Province
• Country
• Postal code

Custom Fields If your account has custom fields configured for organizations, they appear at the bottom of the form.

Once an organization exists, you can link any number of contacts to it.

1. When creating a new contact, use the Organization field
2. Start typing the organization name
3. Select from the autocomplete suggestions
4. The contact is linked when you save

1. Edit any contact
2. Use the Organization field to search and select
3. Save the contact to update the link

To remove an organization association:

1. Edit the contact
2. In the Organization field, select None
3. Save the contact

The contact remains in your database, just no longer associated with the organization.

The Organizations tab shows all your organizations in a sortable, searchable table.

Name The organization's name, which you can click to view details.

Domain The website URL with a globe icon. If no domain is set, this column is empty.

Industry The industry classification you've assigned.

Size The employee count range (e.g., "51-200").

Created The date this organization was added to your account.

Actions Delete button (trash icon) for removing the organization.

Use the search bar to find organizations by name. The search updates in real-time as you type and uses debouncing for smooth performance.

Just like the contacts list, you can:

• Choose how many organizations to show per page (25, 50, or 100)
• Navigate between pages using the pagination controls
• See exactly which records you're viewing with the "Showing X to Y of Z" counter

Click on any organization name to view its detail page, which shows:

• All organization information fields
• Contact count: How many contacts are linked to this organization
• List of all associated contacts
• Edit button to update organization details

This view helps you quickly assess coverage within an account and identify gaps in your contact database.

To remove an organization:

1. Find the organization in the table
2. Click the Delete button (trash icon)
3. Confirm the deletion in the dialog that appears

Important: Deleting an organization does not delete the contacts linked to it. Instead, all linked contacts are automatically unlinked (their organizationId is set to NULL). The contacts remain in your database as individual records.

This safety measure prevents accidental data loss. If you want to remove the contacts as well, you must delete them separately.

Organizations are fully accessible via the Demeterrr REST API:

• List organizations: GET /api/v1/organizations
• Create organization: POST /api/v1/organizations
• Get single organization: GET /api/v1/organizations/:id
• Update organization: PUT /api/v1/organizations/:id
• Delete organization: DELETE /api/v1/organizations/:id

The "get single organization" endpoint includes a contact count, making it easy to build integrations that track organizational relationships.

Here are some ways to leverage organizations for better customer experience management:

Group all stakeholders from a client company under one organization, then analyze satisfaction scores across the entire account. Identify champion contacts and detractors within the same organization.

Compare NPS and CSAT scores between organizations to see which client companies are most satisfied. Use this data to prioritize customer success efforts.

Ensure you're surveying all decision-makers and users within an organization by reviewing the contact list for each account. Gaps in coverage can lead to blind spots in your CX program.

When sending surveys, filter by organization to ensure you're gathering feedback from all relevant contacts within an account before making strategic decisions.

Now that you understand organizations, explore these related features:

• Create and manage individual contacts
• Import organizations via CSV
• Add custom fields for organization-specific data
• View detailed contact activity and history