Multiple customer types
3 weeks ago
We have 3 different types of customers for our platform.
- One is the user or the consumer. - In this case there is no company name/domain.
- Another is an umbrella account that can have many different individual accounts beneath it - There can be (but not always a company name)
- Lastly there is individual accounts. (There can be, but is not always limited to a company name.)
What is the best way to set this up?
We need a way to have the 3 types and to be able to differentiate one from the other. Until now we have been using Google sheets, but now as we grow we realize a CRM is more suitable.