Companies, owners, and subscriptions

Thawly monitors companies, not individual deals. Every signal we surface is attached to a company in your list. Who receives that signal in their digest is determined by three rules.

The three rules#

1. The company's owner is auto-subscribed. When a company arrives in your account — via CSV upload, CRM sync, or the Chrome extension — Thawly stamps an owner where it can. From a CRM, that's whoever owns the deal in HubSpot/Salesforce/etc., resolved to the matching Thawly seat. From a CSV today, the uploader is the owner.
2. Admins see every signal. Any teammate whose role is admin in Thawly automatically receives the org-wide firehose — every signal for every company, regardless of who owns it. No subscriptions to maintain. This is the "manager view" by default.
3. Reps can subscribe to any company manually. On the per-company page (/companies/[id]) there's a Subscribe button next to the company name (it flips to Subscribed once active — click again to remove). No admin approval needed.

Company types (list type)#

Each company in your account has a list type that changes how Thawly frames signals and drafts messages:

• Lost deal — a deal you lost. Signals prompt a re-engagement message ("we last spoke about the deal that didn't close"). Added via CSV, manual entry, CRM sync (closed-lost only), or the Chrome extension.
• Target account — a prospect you want to win for the first time. Signals prompt a first-touch message. No prior relationship is assumed, so "previously spoke" framing never appears. Added manually (CSV, manual entry, or Chrome extension) — CRM sync never imports open or in-flight pipeline as a target account.
• Managed account — a live customer a BDM monitors. Signals prompt an account briefing (QBR-prep / upsell), not a pitch.

Why owners aren't always who you'd expect#

When a company has no owner yet (a CSV upload by an admin uploading the whole team's list, or a CRM where the deal owner isn't a Thawly seat yet), Thawly leaves the owner field blank. Those companies are visible to admins by default — but reps won't see signals from them until either:

• the admin assigns an owner from the /companies list (bulk-assign dropdown), or
• a rep self-subscribes via the toggle on the per-company page.

This avoids the awkward case where Thawly invents an owner and floods the wrong rep's digest.

What happens when a rep leaves#

When a Clerk webhook tells us a teammate has been removed from the org, every subscription stamped to that user is flagged as orphaned. The digest fan-out skips those rows immediately, and the next admin to land on /dashboard sees a banner offering to reassign the leaver's companies to another seat in one click. No data is lost — the rows are reassigned, not deleted.

What changes when I upgrade or downgrade?#

Subscriptions are a per-user concept, not a per-tier feature. They keep working on every paid plan and during the 14-day trial. Tier only governs the maximum number of companies you can monitor in total.