CRM
Multi-Account Management

Run multiple accounts without losing control

Standardize processes while giving each brand room to operate. Share templates, guardrails, and insights so everyone moves fast and stays compliant.
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Structure for scale

Group accounts by region or unit with clear ownership. Central teams manage standards while local teams execute with autonomy.

Shared resources, smart boundaries

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  • Reuse templates, assets, and data models.
  • Limit access between brands to protect privacy.
  • Centralize key integrations and governance.
A login screen with multiple identity provider options like Google, Okta, and Azure AD, showcasing seamless, friction-free access.

Cross-account visibility

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Roll up pipeline, spend, and performance to executive dashboards. Compare apples-to-apples metrics with common definitions.

A dashboard showing user permissions, MFA settings, and session timeouts for various sites and sections.

Governance that travels

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Policies

Apply naming, tagging, and retention rules globally.

Permissions

Grant roles that work consistently across accounts.

Audits

Trace changes to assets and settings centrally.

A login screen with fewer fields, showing a streamlined user onboarding flow, emphasizing ease and efficiency.

Operate with confidence

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  • Migrate assets between accounts safely.
  • Sandbox changes before broad rollout.
  • Document playbooks for repeatability.
A dashboard showing login history and activity logs with options to filter and export reports, highlighting compliance metrics.

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Frequently asked questions

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Related features

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White-Label Branding

Deliver fully branded client or customer experiences—custom domains, themes, and notifications—so your portals, emails, and pages look and feel like your customer’s brand at every touchpoint.

User Management

Control user permissions for CRM records, content, and tools so each user has access to the right assets.
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Role-Based Permissions

Control who sees and changes data with roles, field-level permissions, and team scopes that mirror your organization.
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Organize Teams

Model your org with multi-level teams by region, business unit, or brand to streamline ownership, reporting, and permissions.
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