I am part of an holding companies that has a portfolio of 5 affiliates.
To leverage the contact of each affiliates, I would like to have a CRM database that is common for all with some restricted views.
Basically, I would like to have a common view on the contacts and separate views on Sales activities.
Thank you
Hey @JVAnvolsem, thanks for reaching out!
Can you tell us a little bit more about what you’re trying to accomplish and what HubSpot subscription you have? HubSpot has some great team, permissions, and content partitioning tools, but they vary in strength depending on your subscription level (the most powerful options here are at the Enterprise level).
If you’re interested in using HubSpot’s marketing tools for these companies, you’ll have other considerations as well (i.e., connecting multiple brand domains, potentially exploring Business Units).
Happy to provide more thoughts once we better understand what you’re after! Thanks!
@JVAnvolsem while I’m not sure of all your detailed needs, based on your question, HubSpot can help with user permisison sets and views. However, HubSpot is also built to be collaborative and collect data in one system, so things like sales activities are available in the contact records. You could restrict users’ access to only their owned records, but that would restrict what they see in the overview of contacts.
Others may have answers as well if they’ve worked with a similar business. At first glance, I’d say you’re probably good with HubSpot as your CRM.