We are happy to announce that Zoho CRM now provides multi-organization support.
What is multi-org support?
In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address and credentials to login to multiple accounts. Previously users had to use different email addresses and passwords to login to each account.
How can a user be part of multiple CRM accounts?
A CRM user who is a super admin or admin can be part of multiple accounts either by creating multiple org accounts or through invitations from other orgs. The non-admin users can be part of multiple orgs only through invitation.
How can this feature be useful?
This feature is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary.
For example, imagine a software company has two different business units under one company portfolio, each one has a separate customer base, marketing strategy, and revenue generation plans. Thus the company maintains two CRM accounts to manage sales and customer information. The CEO and management often have to log in to both accounts to understand business growth and derive insights which are used to prepare reports, agendas, and ideas for future planning. It can be difficult to remember different login credentials and broadcasting important data directly from the CRM accounts in a board meeting can become challenging.
More details about
- How to create multiple-org account?
- How to send invitations?
- User licences, Editions, and Access to accounts
- Managing multiple org accounts
And most importantly all the essential FAQs that you may come across are covered in the help doc.
This feature is now available for all our users, kindly try it out and let us know you feedback and suggestions.