Multi-company clients for Professional+ plans

In your Dashboard’s CRM, you and other internal users can now assign up to 30 companies to a single client. (Make sure you have companies enabled in your settings.) When you assign forms, contracts, and invoices, you now select which specific client/company combination will receive the request in their portal.

Adding multiple companies to clients is available to Professional, Advanced, and Enterprise plans.

Check out our interactive walkthrough to learn more.

Client experience: Easily switch between multiple companies

Few things are more frustrating than asking a client to manage multiple logins to different services. Now, your clients who are part of multiple entities or companies get one login — and can seamlessly access all the companies they’re associated with.

They now see a new primary sidebar that lets them switch between companies, with notifications specific to their company.

Rename “clients” & “companies”

We serve a diverse range of industries and strive to build a solution that is the most customizable and flexible to your business. We’ve now created a setting that lets you rename the terms “client” and “company” in the Terminology section of your settings.

These changes will be reflected throughout your internal user experience and some smaller areas of your client’s experience. Check out this interactive demo to see how it works.

Thank You

This update represented a major shift in how we organize the client vs. company experience. We appreciate everyone’s patience, excitement, and feedback during our months of refinement and testing!

Read the full details on our blog.