Hello,
I have 2 EIN’s/2 LLC’s that operate different CRM’s. My plumbing llc is with titan and my hvac is with payzer ware. My rep, when signing up told me this was no issue, and have been hitting road blocks ever since. Has anyone done this and how can this be done? The issue may be the chart of accounts being different or same tech behind used in that different company. I’m wondering what larger companies do, when they acquire other businesses. I need to have 1 shared login because I have a shared membership between plumbing and hvac and don’t want 2 crm’s. Thank you so much for any help!
Joe
