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Multiple Companies with the Same Primary Contact for Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script.Multiple Companies with the Same Primary Contact for Perfex CRMIf a person has multiple companies, you no longer need to define different email addresses and user credentials…
Customer Rating
4.9/5 From 154 verified buyersSales
1,934+ Trusted by businesses worldwideSetup Time
< 5 min From download to liveBuilt to Scale & Convert
Note: This is a module for Perfex CRM. Not a standalone script.
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.
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.
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