Hi Kasten, here you are my situation.
I work as a freelance and at the moment I have 2 clients:
- company1
- company2
They have two different product range and services.
My role is to introduce them into the market and help them grow.
Luckily they are active in the same industry i.e. I have a database of customers which is good for both companies.
I will use this database to email customers, write notes, meetings and set tasks.
I need to have one single database of customers which can be shared between the 2 companies.
But at the same time I need to email these customers once from i.e. claudio@company1.com email account and another time from claudio@company2.com
So basically:
- myself (my own Hubspot account with my company email address i.e. claudio@gmail))
- 2 clients: company1 and 2
- one single database of customers for both companies
- if I update the data of a customer, that change has to be avaiable either I access hubspot for company1 or company2
What do you suggest?
1. open two separate accounts one each company and enter their own email address i.e. claudio@comapny1.com and claudio@company2.com ?
1.0 In this case shall I open the accounts under my own email or shall I create a new account using the companies email account?
1.1 In this case will the database of customers be updated if a change happens in one or the other accounts? > is there a way to synchronise the database?
1.2 with two separate accounts will I need to use two browser to keep the two accounts open at the same time?
1.3 can I still use the hubspot extension for outlook and email customers from there still having the email in the CRM?
2. or any alternative solution?
Many thanks!
Claudio