# Account and contact context

> Account context is the structured record Axelize keeps for every company you sell to: the contacts involved, the products in play, attached files, and past meetings. It is the same record the live-call assistant reads, so improving your notes directly improves your suggestions.

One record, used by you and by the AI.

Source: https://axelize.com/features/account-context  
Last updated: 2026-08-10

## What it gives you

### Context you can see

Nothing the AI uses is hidden. The record on screen is the record it reads.

### Contacts belong to companies

A person can sit across several accounts, which is how multi-threaded deals actually work.

### Files count as context

Attach a pricing sheet or a security questionnaire and it informs the next call.

## How it works

### Create the company

Domain, industry and size, resolved automatically from the website where possible.

### Add contacts and products

Link the people involved and the products you are actually selling into this account.

### Attach anything else

Notes, documents and prior call transcripts all become retrievable context.

## FAQ

### Is this a replacement for my CRM?

For a small team it can be. For teams already on HubSpot or Salesforce, Axelize syncs with them rather than asking you to maintain two systems.

### Can one contact belong to more than one company?

Yes. Contacts and accounts are a many-to-many relationship, with a primary account flagged for convenience.

## Related

- [Meeting preparation](https://axelize.com/features/meeting-preparation)
- [HubSpot integration](https://axelize.com/integrations/hubspot)