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( votes)I'm facing a bit of a dilemma here and I'm hoping to get some guidance from those who might have been in a similar situation. I currently operate two separate companies, and I'm looking for a solution to streamline our operations by consolidating both under a single CRM. However, I need the ability to handle invoicing for each company separately.
Company A and Company B each have their own unique client base, projects, and financial records. While they share some similarities in their operations, they are fundamentally separate entities with distinct branding and business focuses.
I want to simplify our processes and improve efficiency by having a unified CRM that can handle the following:
The CRM should allow me to manage client data separately for each company while also having the option to view a consolidated list of clients.
I'd like to streamline project management by having a central dashboard that shows ongoing jobs for both companies. But it should also enable me to filter and sort projects by company.
Crucially, I need the CRM to support separate invoicing for each company. This means I should be able to create and send invoices with distinct branding and details for Company A and Company B.
Do you have any recommendations for CRM systems that can accommodate this kind of setup?
Have any of you successfully implemented a similar setup for your multi company operations?
submitted by /u/buzzmcg
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