Multiple Companies with the Same Primary Contact for Perfex CRM

If a person has multiple companies, you no longer need to define different email addresses and user credentials for each company. With this module, you can assign the same email and password for all of a contact’s companies.

If a person has multiple companies, you no longer need to define different email addresses and user credentials for each company. With this module, you can assign the same email and password for all of a contact’s companies.

When your customer logs in, they see a list of their registered companies in the top menu. They can view and manage records such as invoices, contracts, and projects for the selected company from the list.

There is no longer a need to enter separate user credentials for each company or log in/out to switch between companies.