Manage Multiple Companies in One Vtiger CRM
Let one shared team work with multiple companies inside a single Vtiger CRM installation. Keep company records, invoices and document numbering organized without maintaining a separate CRM login for every business.
Multi Company available in All Access from €4 per userStop switching between multiple Vtiger CRM accounts
A common situation is one accounting, sales or administration team working for several companies. Creating a separate CRM installation or a separate login for every company adds unnecessary administration and makes daily work slower.
Too many CRM logins
Users have to remember which account belongs to which company, repeatedly sign out and sign in and keep several CRM environments open during the day.
Duplicated CRM setup
Separate systems often mean duplicated users, settings, modules and maintenance even when the same employees work for every company.
Documents can get mixed
When several legal entities share a sales or finance team, invoices and other records need clear company ownership and separate document numbering.
One shared department working for multiple companies
Imagine that Company 1 and Company 2 have the same finance department. The same people prepare invoices, manage customer records and work with sales documents for both businesses.
Maintaining several Vtiger logins for the same employees is inconvenient. Multi Company allows multiple company structures to exist inside one Vtiger CRM installation while company assignment is controlled through users, roles and the Assigned To field.
A higher level role such as CEO can sit above both company branches. Below it, Company 1 can start with its own Vice President role and subroles, while Company 2 starts with another Vice President role and its own subroles.
Manage several companies without creating several CRM environments
Multi Company keeps the workflow inside one Vtiger installation while providing the structure needed to separate company records and document numbering.
Build separate company branches inside the Vtiger role hierarchy
Multi Company works in the background once the company structure is configured. The important part is defining roles, users, companies and custom numbering correctly.
Create the parent hierarchy
Keep shared management roles such as CEO above the individual company branches when this matches your organizational structure.
Create a branch for each company
Company 1 and Company 2 can each have their own main role with individual Sales Manager, Sales Person and other subroles.
Assign users to roles
Place users in the appropriate roles. Multi Company uses the role of the Assigned To user to determine the relevant company.
Configure numbering
Create company specific numbering for supported modules and define different prefixes and sequences where required.
Multi Company for Vtiger CRM
IT Solutions4You Multi Company is designed for businesses that need to manage more than one company inside a single Vtiger CRM installation.
The extension allows additional companies to be defined and helps associate records with the correct company according to the configured user and role structure. It can also provide separate numbering for supported modules.
- Manage additional companies in one Vtiger CRM installation
- Use company specific record numbering
- Create separate document prefixes
- Connect company logic with Vtiger roles
- Work with most commonly used Vtiger modules
Typical businesses that benefit from Multi Company
The solution is useful whenever several businesses share employees, customers, processes or CRM infrastructure but still need clear company separation.
Business groups
Several legal entities operate under one group and share administration, sales or finance employees.
Shared accounting
One accounting team creates invoices and other documents for multiple companies from the same CRM environment.
Shared sales teams
The same sales users work with customers and opportunities belonging to more than one business entity.
Growing companies
A company creates another legal entity and wants to keep using the existing Vtiger installation instead of building another CRM.
Multi Company is included in the All Access package
Multi Company is available as part of our All Access Vtiger extensions package. All Access combines Multi Company with our broader collection of Vtiger extensions under one subscription.
Team pricing is available from €4 per user. Check the current package pricing and choose the subscription that fits your installation and business requirements.
FAQ about managing multiple companies in Vtiger CRM
Practical answers for businesses that want to use one Vtiger installation for several companies.
Can I manage multiple companies in one Vtiger CRM?
Yes. Multi Company allows additional companies to be defined inside one Vtiger CRM installation and records can then be associated with the appropriate company structure.
Can we avoid having a separate Vtiger login for every company?
Yes, depending on how your users and roles are structured. One shared CRM environment can be used instead of maintaining separate Vtiger installations or repeatedly switching between different company accounts.
How does Multi Company know which company a record belongs to?
The company assignment is based on the user in the Assigned To field and the Vtiger role assigned to that user. This is why the role hierarchy is an important part of the initial setup.
Can each company have separate invoice numbering?
Yes. Multi Company supports custom numbering per company and per supported module. Different prefixes, sequence numbers and reset periods can be configured.
Can the same finance department work for multiple companies?
This is one of the common use cases. A shared finance or administration team can work in one Vtiger environment while records and documents remain organized according to the configured company structure.
Can a CEO or management user sit above both companies?
Yes. The Vtiger role hierarchy can contain a higher management role above the separate company branches. Each company can then have its own role and subroles below that shared management level.
Can users from one company be prevented from seeing another company's records?
Record visibility can be controlled using Vtiger roles and sharing rules. The exact setup depends on how much information should be shared or separated between the companies.
Can I add another company later?
Yes. Additional companies and company specific numbering can also be configured later.
Does Multi Company support Assigned To Groups?
No. Multi Company works with users and their roles and does not support Assigned To Groups for company assignment.
Is Multi Company included in an extension package?
Yes. Multi Company is included in the All Access package. Team pricing can start from €4 per user depending on the selected pricing tier.
Simplify how your team manages several companies in Vtiger
If the same employees work for two or more businesses, you may not need several Vtiger environments. Build the correct role structure, define your companies and keep the work inside one CRM installation with Multi Company.
Explore more Vtiger sales solutions
Combine Multi Company with document generation, email templates, reporting, signatures and other Vtiger extensions to create a complete sales and administration workflow for your businesses.