Multi-Company Contacts

Key Features

Multiple Assignments

Link a single contact to as many companies as needed, each with a defined role.

Role Management

Define custom roles like CEO, Consultant, Advisor — per company relationship.

Contact Overview

See all company affiliations for any contact at a glance in a clear overview panel.

Company View

View all associated contacts and their roles directly from the company profile.

Seamless Integration

Works naturally with Perfex CRM existing contact and company views.

See Multi-Company Contacts in Action

Screenshots from the actual module running inside Perfex CRM.

About Multi-Company Contacts

Break free from the one-contact-one-company limitation. Assign any contact to multiple companies with specific roles — perfect for consultants, agencies, and enterprise clients who work across organizations.

Frequently Asked Questions

Common questions about Multi-Company Contacts.

How is this different from Perfex CRM's default contact system?

By default, Perfex CRM assigns each contact to exactly one company. Multi-Company Contacts removes this limitation, letting you link a contact to multiple companies with different roles.

Will existing contacts be affected?

No. All existing contact-company relationships are preserved. The module adds the ability to create additional assignments — it does not change or remove existing ones.

Can I define custom roles?

Yes. You can create any number of custom roles (e.g., CEO, Consultant, Board Member, Advisor). Roles are defined in the module settings and are available globally.

Does it affect invoicing or projects?

The primary company assignment (used for invoicing, projects, etc.) remains unchanged. Additional company links are informational and visible in the contact and company profile views.

Is there a limit to how many companies a contact can belong to?

No. A contact can be assigned to as many companies as needed, each with its own role.