Identity per brand
Each brand’s own logo, legal details, email, signature and templates on quotes, invoices and emails.
Signum Rise › Multi-brand CRM
Multi-brand CRM
Several brands, one team and one system
If you sell under more than one brand, you do not need a system for each. In Signum Rise every document carries its brand’s identity, and you see the numbers by brand or consolidated.
Each brand with its identity, everything under control
Separate numbering
Each brand has its own sequence of quotes, invoices and credit notes.
The brand travels with the document
The invoice inherits the quote’s brand, and the payment and credit note inherit the invoice’s.
People and customers by brand
Each person works with their brands and each customer can belong to one brand or several.
Reports by brand or consolidated
Finance, month-end close, pipeline, goals and commissions by brand or for the whole group.
Export by brand
One QuickBooks file per brand and a Brand column in the CSVs for your accountant.
Day to day
- Pick the issuing brand when quoting and everything else follows.
- Filter the system by one brand or see them all.
- Month-end close is done per brand.
- Customers receive emails with their brand’s name and signature.
Frequently asked questions
Which plan includes it?
Multi-brand is available from the Professional plan. In “Build your plan” we prepare the proposal based on how many brands you run.
Will my current data get mixed up?
No. When enabled, all history stays in your main brand and new brands start with their own numbering.
Can a rep see only one brand?
Yes. Each person is assigned their brands and the database only shows them documents from those brands.
Try it with your own lanes and your own numbers.
We prepare a tailored proposal based on your modules and users.