Recognise companies and close deals faster

Updated: 10/13/2026

Recognise companies and close deals faster

On a company's website the Companion shows you what your CRM knows about that company – and you take the next steps without opening aYOUne.

The badge "Company in your CRM?"

On company websites a small badge Company in your CRM? appears in the bottom left corner. As long as you only see the badge, nothing is sent. Only when you click it does the Companion look up the website's domain (for example example.com) in your CRM.

Known company: you see the company name, key figures (quotes, orders, contracts, contacts), open deals with their win probability, open quotes and the contact persons. Open → takes you to the record in aYOUne.
Unknown company: the badge offers Add as company.
Competitor: if the company runs ads, the advertising profile shows how many ads it is currently running.

The badge does not appear on search engines, social networks, free e-mail services and your own aYOUne pages. × hides it for that website until you close the browser.

Adding a company

Add as company creates the company in your CRM. Beforehand the Companion checks whether the domain or the company name already exists; if it finds a match, it shows it and you decide with Create anyway. After the company has been added, aYOUne completes the company data and the website's imprint in the background.

The checkbox Mark as lead is ticked by default: the company is then marked as a lead (prospective customer) in your CRM so that your sales team finds it in the matching lists. If you untick it, the company is created without this mark.

As contact persons the Companion suggests people aYOUne knows for the company and e-mail addresses of the company's own domain shown on the page. A click on Add creates the person as a contact person of the company.

Deals and follow-up

Below the open deals you create a new deal with one click – with a title, an amount and a note. If you like, you schedule a follow-up right away as a task or as an appointment. The deal then appears in your sales pipeline at the company.

Closing deals faster

Action	What happens
Draft quote	creates a draft quote for the company, optionally for an open deal. You add items and send it in aYOUne.
Schedule a call back	takes a phone number from the page, assigns it to a contact person where possible and schedules the call back as a task or as a 15-minute appointment.
Free slots	shows the next free times of your online-bookable calendar; Copy booking link copies the link so you can pass it on.
Voucher as an incentive	creates a voucher code only for this company, redeemable once; you choose the discount in percent and the validity in days. Copy code puts it on your clipboard. No e-mail is sent; you pass the code on yourself.
Contracts and subscriptions	shows the company's contracts with their status: New, Running, Cancelled, Subscription active or paused, Ended. Nothing is changed here.

None of these actions writes to the company or changes a status in your account – everything remains a draft or an entry that you continue to work on in aYOUne.

AI call

With the right to start calls you also find Let AI call in the call-back section: your voice agent calls a contact from your CRM to confirm or reschedule an appointment or to follow up – never for advertising. Details under Phone numbers on web pages.

For resellers: create as prospect

If you work for a reseller and may create customers, the badge also shows Create as prospect. It creates the company through your usual onboarding process as a prospect – an observation tenant in your reseller account.

The Companion pre-fills the company name, domain and public e-mail address of the company from the page.
You choose an onboarding template, language and country. Only templates that do not send e-mails to customers are offered.
The Companion checks whether the company is already one of your customers and shows matches with a link to the reseller portal.
After Create prospect you see the progress and finally the link Open in the reseller portal →.

The company is not notified: the new prospect is created with a sending block, and the platform discards every e-mail to it. Internal recipients of your template (for example your own sales team) may receive a notice; the dialog names them before you create the prospect.

Switching on and off

Under Settings → Features you switch the badge (Company in your CRM?) and each individual action on or off, for all websites or only for some. They are on by default; Let AI call and Create as prospect only appear with the matching right. What is sent to your account is described in the privacy policy, sections 2.13, 2.15 and 2.16.

Work with this page

Ready-made instructions for your AI tool. Copy, paste, go — the AI fetches the content itself via the address in the text.

Summarise the steps for me The essentials, in the right order.

Open in ChatGPT

Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/company-badge.md
The complete collection: https://ayoune.com/en/docs/companion.md

Summarise the content for me.

- First, in two sentences: what is this about?
- Then the steps in the order I need to take them.
- One line per step, in plain language.
- At the end: what I should have ready beforehand.

Leave out nothing I need in order to actually finish.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.

Explain what I need this for What it is good for — and when it is worth it.

Open in ChatGPT

Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/company-badge.md
The complete collection: https://ayoune.com/en/docs/companion.md

Explain to me what I need this for.

1. Which problem does it solve? In one sentence, from my point of view.
2. Three typical situations in which it genuinely helps me.
3. When I do NOT need it — that saves me time.
4. What I can do instead if it is not a fit.

Stick to what the source says. Where it gives nothing, say so openly instead
of guessing.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.

Help me set this up Step by step, asking me as you go.

Open in ChatGPT

Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/company-badge.md
The complete collection: https://ayoune.com/en/docs/companion.md

Walk me through the setup step by step.

- First tell me what I need to have ready (access, data, time).
- Then take me through ONE step at a time. Wait for my "next".
- For each step, say how I can tell that it worked.
- If something goes wrong, ask me for the exact message instead of guessing.

If the instructions leave a point open, tell me so rather than inventing it.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.

Help me with a problem Narrow down the cause instead of guessing.

Open in ChatGPT

Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/company-badge.md
The complete collection: https://ayoune.com/en/docs/companion.md

Help me narrow down a problem.

- First ask me what I observe and what I expected instead.
- From that, derive the most likely causes consistent with this source.
- For each cause, give me ONE test that confirms or rules it out.
- Order them so the cheapest test comes first.

Do not guess. If the source does not cover the problem, tell me where I should
look next.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.

Explain it in plain words No jargon, from the ground up.

Open in ChatGPT

Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/company-badge.md
The complete collection: https://ayoune.com/en/docs/companion.md

Explain the content so that someone without prior knowledge understands it.

- Start with the purpose: why does this exist at all?
- Explain technical terms in half a sentence on first use.
- One everyday comparison where it genuinely holds — none where it limps.
- At the end: the three things worth remembering.

Do not shorten by dropping conditions. A simplification that hides a
prerequisite is a false statement.
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.

A checklist to tick off To follow along while you do it.

Open in ChatGPT

Read the following documentation by tolinax UG and work with it.

This page: https://ayoune.com/en/docs/companion/company-badge.md
The complete collection: https://ayoune.com/en/docs/companion.md

Turn this into a **tick-off checklist** for practical use.

- Exactly one action per item, in the imperative.
- Order it so that no item depends on a later prerequisite.
- Prerequisites and pitfalls as indented sub-items.
- End with an acceptance step: how do I know everything is right?
A note on sources:
- Every page of this documentation is available as Markdown (the same address with `.md`).
- A machine-readable overview of all public content is at `/llms.txt`.
- If you have access to the aYOUne MCP server, you can work against live data
  instead of this snapshot. If not, ignore this point.

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