How to setup multi company in zoho CRM

If you run several business units, franchises or client portfolios, Zoho CRM lets you manage multiple CRM organisation accounts from a single sign in. You can switch between accounts quickly without remembering separate logins for each one.

Who can manage multiple CRM organisations

Only CRM administrators and super administrators can:

• Create new CRM organisation accounts.
• Use the same Zoho login to access all of them.
• Invite users to join other organisations.

Non-admin users can only join an account after being invited. A few things to keep in mind:

• Each organisation has its own subscription plan.
• You need separate user licences for each CRM account.
• A user can belong to up to 10 CRM organisations, though this can vary by edition.

How to create a new CRM organisation

1. Log in to Zoho CRM with admin access.
2. Click your profile icon in the top right corner.
3. Select the dropdown arrow beside your organisation name.
4. Click Manage Organization, then Create New Organization.
5. Fill in details such as company name, access URL and time zone.
6. Optionally, tick Load sample data to explore the CRM.
7. Click Create Organization.

New organisations start on an Enterprise trial edition, so upgrade to a paid subscription before the trial expires.

How to invite users to other CRM organisations

1. Go to the new organisation’s user settings.
2. Send invitations by email.
3. The user must accept within 7 days.

Users can accept an invitation from the email they receive, or from the Organisation Listing page under Profile > Manage Organization > Invited Orgs.

How to switch between CRM accounts

1. Click your profile icon.
2. Use the dropdown beside your organisation name to select another account.

You can also set a default organisation so it opens automatically when you log in:

1. Go to the Organisation Listing page.
2. Hover over the organisation and click Set as Default.

Removing or replacing a default account

If your default account is deleted or you are removed from it, you will be asked to choose a new default the next time you log in. You can also do this from the Organisation Listing page.

Integrations and multiple organisations

How an integration handles multiple organisations depends on the app. Zoho Desk, Zoho Meeting, Zoho Cliq and Zoho Backstage support a one-to-one mapping, so each CRM account links to only one of them. Zoho Campaigns, Zoho Creator and Zoho Analytics can connect to more than one CRM organisation. Google Workspace, Microsoft 365, Microsoft Teams and Slack use a one-to-one mapping per workspace or account. When setting up an integration, Zoho CRM will ask you which organisation to link.

Tips

• Keep a record of the access URL for each organisation.
• Use consistent naming, for example distinguishing “Services” and “Products” entities clearly.
• Set your most used CRM account as the default for quicker access.
• Monitor trial organisations and upgrade before they expire.