Managing Multiple Companies or Projects in Pipedrive
Overview
Pipedrive offers flexibility to manage multiple companies or projects. You can choose between segmenting data within a single account or creating separate accounts for each entity. Each method has its merits depending on your requirements for data isolation, workflow management, and billing.
Option 1: Managing Multiple Companies in One Account
One approach is to use a single account and organize data by leveraging Pipedrive’s built-in segmentation features, such as pipelines, custom fields, and tags.
Steps to Organize Within a Single Account:
Create Custom Pipelines for Each Company: - Navigate to the pipeline view and click the pipeline dropdown. - Click + New pipeline, customize stages as needed, and save changes.
Add Custom Fields or Tags: - Create custom fields, such as a “Company” dropdown, applicable to Leads, Deals, People, and Organizations. - Use tags to segment records by company.
Build Filters and Views for Quick Management: - Use the “Company” field or tags to filter, view, and manage distinct sets of data per company.
Develop Activities and Automations Under Different Pipelines: - When automating tasks, associate each activity with its respective pipeline or company tag, avoiding cross-mixing of actions.
Pros:
Centralized data management and reporting.
Cost-effective (one subscription).
Easier cross-company workflows when shared resources are required.
Cons:
Requires clear segmentation to prevent data overlap.
May not suffice for strict data isolation needs.
Option 2: Using Separate Pipedrive Accounts
If strict data separation is necessary or the companies have distinctly different billing structures and teams, creating separate accounts is advisable.
Key Details:
Register a new Pipedrive account for each company using the same email address if desired.
Accounts remain isolated, with no shared dashboard or cross-account data access.
Each company account is billed separately.
Pros:
Complete data separation, ideal for unrelated workflows.
Tailored settings, users, and configurations for each company.
Cons:
Higher total cost due to multiple subscriptions.
Requires account switching to access data for different companies.
When to Choose Each Approach
Use a Single Account: If the businesses or projects require shared resources, reporting, or workflows.
Use Separate Accounts: If complete isolation of data, billing, and user roles is a priority.
Conclusion
Pipedrive provides flexibility for managing multiple entities, whether you prefer to centralize or segregate your operations. Both approaches have distinct advantages and should be chosen based on your specific organizational needs.