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Multi-Account Management

Run your multi‑org business from one place that shares data, assets, and workflows, while keeping a separate HubSpot account for each entity.

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  • See performance across your organization from one unified view

  • Automate cross-selling between accounts with shared CRM data

  • Reuse emails, forms, lists, workflows across accounts

Make every business in your portfolio work as one.

Organizations with distinct entities face a trade-off: sacrifice independence by cramming everything into one CRM, or lose collaboration by creating separate instances. Multi-account management gives each business in your portfolio its own CRM while letting you share data, assets, and insights to drive growth.

  1. Report across your entire portfolio.

    Siloed data across separate accounts makes it hard to see complete business performance or compare entities. With multi-account management, you can create custom reports that combine data from all HubSpot accounts. You can also use unified dashboards to view metrics across all accounts and compare them side by side.

  2. Automate cross-account operations.

    Manually recreating records and assets across accounts wastes thousands of hours. Copy marketing assets like emails, forms, and lists instantly between accounts. Use workflows to create and update contacts and deals across accounts, improving lead routing and cross-sell identification.

  3. See the complete customer picture.

    Sales reps miss cross-sell opportunities when they can't see relationships across your organization. With connected accounts, you can see contacts, interactions, deals, and engagement across your whole company. This org-wide visibility helps sales reps personalize outreach, avoid duplicate conversations, and spot growth opportunities.

  4. Control how your brands, regions, and entities connect.

    Managing governance across separate businesses requires precise control over data sharing. Define your organization structure and configure exactly which accounts share data, copy assets, or build reports together. Connect up to 30 accounts from a centralized configuration space, so your CRMs are separate, but never siloed.

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Frequently Asked Questions

Holding companies, conglomerates, and businesses with legally separate entities that each require their own CRM. Specifically, you're a fit if:

  • Your entities have significantly different operating models. They run different sales processes, use different custom objects and deal stages, or need entirely different CRM structures (properties, pipelines, association rules). Forcing them into one CRM means one entity is always compromising.
  • You need strict data separation for operational or legal reasons. Whether it's GDPR, separate billing, or simply that your entities' customer data should not mix — you need hard walls, not just permission controls.
  • You still need portfolio-level visibility. Leadership wants to see aggregated performance, cross-sell across entities, or mirror contact data for a unified customer view — without merging the underlying CRMs.

Multi-Account Management connects up to 30 separate HubSpot accounts from a centralized configuration space, so each entity runs independently while you govern and report across the portfolio.

 

Brands lets you run multiple brand identities within a single shared CRM. Your contacts, deals, and pipelines stay in one place and under a single CRM, which works well when a centralized team runs similar processes and GTM efforts across these. In addition, you can leverage Teams for access control, limiting who sees what without separating the data itself.

Multi-account management is for when your brands need fundamentally different CRM structures — different custom objects, deal stages, properties, or association rules — or require strict data separation for operational or legal reasons. Each brand gets its own CRM with its own schema and integrations, while MAM connects them so you can copy assets for go to market efforts, mirror contact & company data, automate cross-account workflows, and report across the portfolio.

 

Teams in HubSpot help you organize users into structured groups so you can manage access, reporting, and record visibility more efficiently. It's the right tool when all your users work in the same CRM but you need to control who sees and does what — for example, regional offices or departments.

Multi-account management is for when the data itself needs to live in separate CRMs — each entity gets its own HubSpot account with its own CRM schema, contacts, objects, pipelines, etc., while sharing selected data, assets, and governance rules across accounts. The two also can work together: organizations with separate businesses that each need internal team structures can use Teams inside each account.



 

If you manage a single brand, Teams is likely all you need — it organizes users, permissions, and reporting across departments, regions, or offices within one CRM. If you manage multiple brands but they can share one CRM schema and don't require strict data separation, Brands lets you run separate identities within a single account. If your brands need fundamentally different CRM structures, have separate integrations, require strict data separation, or need separate billing, Multi-account management gives each one its own CRM while connecting them for cross-account sharing and governance.

These solutions are not mutually exclusive. You can combine Teams with Brands for multi-brand organizations that also need internal team structures, Teams with MAM for separate businesses that each need their own team-based organization, or Brands with MAM when some entities need full separation while others can share a CRM. Complex enterprises often use all three.