How to setup multi company in zoho CRM
Introduction
Running multiple business units or franchises? Zoho CRM makes it easy to manage several CRM organisation accounts with just one sign-in. Whether you’re overseeing separate sales teams, subsidiaries, or client portfolios, you can switch between CRM accounts quickly—no need to remember multiple login credentials.
This guide shows you how to create and manage multiple Zoho CRM organisation accounts using a single email address.
Step-by-Step Instructions
1. Who Can Manage Multiple CRM Organisations?
Only CRM admins and super admins can:
- Create new CRM organisation accounts
- Use the same Zoho login to access all accounts
- Invite users to join other orgs
Non-admin users can only join accounts via invitations.
Important notes:
- Each organisation has its own subscription plan.
- You’ll need separate user licenses for each CRM account.
- You can join up to 10 CRM organisations.
Learn more about user licences in Zoho CRM
2. How to Create a New CRM Organisation
To set up another CRM account:
- Log in to Zoho CRM with admin access.
- Click your profile icon in the top-right corner.
- Select the drop-down arrow beside your organisation name.
- Click Manage, then Create New Organisation.
- Fill in details like company name, access URL, and time zone.
- (Optional) Tick "Load sample data" to explore CRM features.
- Click Create Organisation.
You’re now ready to use the new CRM account!
3. Invite Users to Other CRM Organisations
You can add users from one org to another:
- Go to the new organisation’s User Settings.
- Send invitations by email.
- The user must accept within 7 days.
How users can accept invitations:
- From the email they receive
- Via the Organisation Listing (Profile → Manage → Invited Orgs)
Note: Invitations from CRM Plus, Zoho One, or accounts with security restrictions (e.g. Cliq integration) must be accepted via email.
4. Switching Between CRM Accounts
To move between CRM accounts:
- Click your Profile Icon.
- Use the drop-down beside your org name to select another account.
You can also set a default organisation so it opens automatically when you log in:
- Go to Organisation Listing
- Hover over the org and click Set as Default
5. Removing or Replacing Default Accounts
If your default account is deleted or you’re removed from it:
- You’ll be asked to choose a new default when you next log in.
- You can do this from the Organisation Listing page.
6. CRM Integrations and Multiple Organisations
Some integrations allow one-to-one or one-to-many account connections. When setting up integrations, Zoho CRM will ask you to select which organisation to link.
Zoho Desk, Zoho Meeting, Zoho Cliq, Zoho Backstage
- One-to-one mapping only. Each CRM account can link to just one of these apps.
Zoho Campaigns, Zoho Creator, Cisco Teams
- Supports multiple CRM organisations. You can connect more than one CRM org to these tools.
Zoho Analytics
- A single report can pull data from multiple CRM accounts.
Zoho SalesIQ
- One CRM account can be linked with up to 5 SalesIQ portals.
Google Workspace & Microsoft Office 365
- One-to-one mapping. One Gmail or Outlook calendar/contact folder per CRM account.
Microsoft Teams & Slack
- One-to-one mapping per workspace.
Where You Can Start the Integration From
From both Zoho CRM and the Zoho app:
- Zoho Desk, SalesIQ, Zoho Campaigns, Zoho Analytics
From Zoho CRM only:
- Zoho Projects, Zoho Survey, Zoho Backstage
From the third-party service only (not from CRM):
- Cisco Teams, Google, Office 365
Tips for Managing Multiple CRM Organisations
- Keep a record of your access URLs for each org.
- Use consistent naming conventions (e.g., "Zylker Services", "Zylker Products").
- Set your most-used CRM account as the default for quicker access.
- Always monitor your trial accounts—upgrade before they expire.
- Train your team on how to switch between orgs.
