Ti · Feature

Multi-Company: Manage Several Organizations With a Single Account and Full Isolation

If you belong to more than one company in Pilot — because you're a consultant with several clients, an accountant with several firms, an agency running multiple brands or a holding with several units — you switch between organizations in one click. Each company has its own CRM, clients, tasks and billing. Your personal settings (photo, language, preferences) travel with you. It's built into Pilot, the AI-driven all-in-one business system: not an add-on bought separately.

Beginner 4 min read multi-tenantempresasinstituciones
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Screenshot of the Multi-tenant module in Pilot Desk
In 30 seconds
  • Pilot lets the same user belong to several companies.
  • You switch between them from a selector in the side menu.
  • Each company has its own CRM, its clients, its tasks — they're independent universes.
  • Your personal account (photo, language, preferences) is the same across all of them.

When do you need this?

  • You're a consultant and you have several clients who use Pilot — and you want to access each one's account.
  • Your organization has divisions run as separate companies in Pilot.
  • You work part-time at two different companies.

Switch companies

In the side menu at the top (or in the profile menu at the top right) you see the name and logo of your active company. Click there and the list of the other companies you belong to drops down. Pick the one you want and the app reloads pointed at that context.

Example: a consultancy with 3 clients

Example

You're Ana, a marketing consultant, with 3 clients who use Pilot.

  1. Each client added you as a user in their company with your same email.
  2. When you log into Pilot, you see the last company you were in.
  3. You click the company name and choose another.
  4. In the new company you see its CRM, its tasks, its emails — all separate.

Three working relationships, a single account. No repeated logging in and out.

What's shared and what isn't

Tips

  • Look at the name and logo in the top left corner before sending an email or creating a task — so you don't get the wrong company.
  • If you mix companies up often, set up a different theme for each (green for A, blue for B).
  • When you stop working for a client, ask that company's admin to deactivate you.

If something doesn't work

If something fails

A company I know I'm in doesn't show up for me.

Ask that company's administrator to verify that your user is active and has the correct email.

I switched companies but I see data from the previous one.

The page probably didn't reload. Close and re-enter the module.

Real use cases

AI project management

Consultants running projects for several clients switch accounts without logging out.

Automated accounting

Accountants handling several firms run each account with fully separated data.

Integrations that power this feature

Connect Pilot with the tools your team already uses. The AI orchestrates between them without you switching screens.

HubSpotHubSpot SlackSlack Microsoft 365Microsoft 365 QuickBooksQuickBooks MondayMonday

Industries where it shines

Professional services

Cómo Pilot ayuda al sector professional services.

Finance

Cómo Pilot ayuda al sector finance.

Technology

Cómo Pilot ayuda al sector technology.

Retail

Cómo Pilot ayuda al sector retail.

Frequently asked questions

Who is multi-company useful for?
Several concrete profiles: consultants running projects with three or five clients who also use Pilot, accountants handling the books of several firms at once, marketing agencies running campaigns for multiple brands, holdings with independent divisions managed as separate companies, and part-time professionals in two organizations. In every case, the person wants access to several accounts without logging out each time or maintaining three different users.
Is the information really separated between companies?
Yes, completely. When you're in company A you see nothing from company B: no clients, no CRM proposals, no tasks, no messages, no invoices. They're independent universes. The only thing a person shares across companies is their personal profile: photo, language, password, visual theme. This means a consultant can work for three clients who are competitors and none of them sees anything about the others through her.
How do I switch between companies?
At the top of the side menu you see your active company's name and logo. You click there and a list of the other companies where you're a user drops down. You pick the one you want and the app reloads pointing to that context. The transition takes a few seconds. To avoid mix-ups, many users set a different color theme per company (green for one, blue for another) — at a glance they know which one they're in.
Who adds me to a new company?
That company's admin invites you using your email. If you already have a Pilot account, the new organization appears in the switcher the next time you log in. If you don't have an account, you get an email to create one. When you stop working for that company, the admin deactivates you and it no longer appears in your list — you don't have to do anything. The history stays with the company, not your personal account.
How much does it cost?
Multi-company isn't an extra charge: each company pays its own plan based on its users and modules. As a person, you can be in many companies without paying anything extra — each organization that has you active pays. Plan pricing is built around number of users and modules contracted; contact us for a tailored proposal with special terms for teams in the region.

Do you have to log out every time you switch clients?

Book a 30-minute demo. We'll show you how a single account can run several companies with full data isolation, how an external user is invited to an organization, and how switching between companies keeps your personal profile stable.

Request a demo