Access Multiple CRM Accounts With Single Sign-on

Access Multiple CRM Accounts With Single Sign-on

Hello everyone,

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.
          • Sticky Posts

          • Call Bar feature is now available in Zoho CRM

            Dear All,   We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize
          • Customize the sorting order of your picklist values

            Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
          • Tags are now available in Sandbox

            Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing
          • OAuth authorization enablement and Other enhancements in Webhooks

            Dear All, Greetings!! We are deprecating the use of Authtokens and the same has been intimated in the Authtoken deprecation announcement. Further to the notification, we had also mentioned about the impact it has on the existing webhooks and migrating
          • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

            We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

          Zoho Pagesense Resources

            Zoho SalesIQ Resources



                  Zoho TeamInbox Resources

                    Zoho DataPrep Resources



                      Zoho CRM Plus Resources

                        Zoho Books Resources


                          Zoho Subscriptions Resources

                            Zoho Desk Resources

                              Zoho Projects Resources


                                Zoho Sprints Resources


                                  Qntrl Resources


                                    Zoho Creator Resources


                                      Zoho WorkDrive Resources




                                          Zoho Campaigns Resources

                                            Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources