Multiple Companies with the Same Primary Contact for Perfex CRM

Name: Multiple Companies with the Same Primary Contact for Perfex CRM | GplPixel
Price: 870.00 INR
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Multiple Companies with the Same Primary Contact for Perfex CRM

Premium Category Products

Original price was: Rs4,067.00.Current price is: Rs870.00.

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Categories: Premium, PHP Scripts, Scripts & Code Tags: multiple companies, perfex crm, perfex multi client, same primay contact

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

1. Create Separate Companies

Enter each company as a separate entity in Perfex CRM. Even though they share a primary contact, treating them as distinct companies helps in maintaining clarity and organization.

2. Manage Contacts

For the primary contact who is shared among multiple companies, create a single contact record. This prevents duplication and ensures that all relevant information about the contact is centralized.

3. Link Contacts to Companies

Within each company record, link the shared primary contact. Perfex CRM typically allows you to associate multiple contacts with a single company, so you can link the primary contact alongside any additional contacts specific to that company.

4. Use Custom Fields

Utilize custom fields to indicate relationships or any specific details pertinent to each company. This customization helps in distinguishing between different companies that share the same primary contact.

5. Communication and Notes

Record all interactions and communications with the primary contact within their contact record. Ensure that any notes or details relevant to individual companies are documented within the respective company records.

6. Reporting and Segmentation

When generating reports or segmenting data, use filters and criteria that account for relationships between contacts and companies. Perfex CRM typically offers robust filtering options that allow you to view data based on various parameters.

7. Permissions and Access

Set permissions and access levels accordingly, especially if different teams or individuals manage different companies. This ensures that sensitive information remains confidential and that team members only have access to relevant data.

8. Regular Updates

Maintain consistency in updating records to reflect any changes in contact details, company affiliations, or other relevant information. Regular updates ensure that your CRM data remains accurate and up-to-date.

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We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
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(Only For WHMCS Category Products !)

We Only provide WHMCS Module, how you can nulled any module step only !
Instant access to all plugins and all themes
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.