Multi-currency and multi-unitNEW
Operate across countries and structures: deals live in each currency and the funnel, dashboard and reports add everything up in your base currency. Exchange is automatic, refreshed every day, and you organize the company into a hierarchy of business units.
- Automatic daily exchange (with manual override)
- Funnel and reports in your base currency
- Business unit hierarchy
Exchange rates per currency
Work in multiple currencies and keep conversion rates up to date. Each deal records the amount in the currency it closed in.
Consolidation to base currency
Sum results from every unit converted into a single currency. The group’s global view stays consistent.
Business-unit tree
Model the holding → country → branch hierarchy in a clear tree. The company structure stays true to reality.
Currency and language per unit
Each unit runs with its own default currency and language. Local operations feel natural without losing the consolidated view.
Reports without confusion
Compare performance across countries without mixing currencies or rates. Decisions start from trustworthy numbers.
One consolidated view across currencies
Units in a tree (Holding → Country → Branch)
Default currency and language per unit
One view, several currencies
Deals in USD, EUR and more are converted to your base currency on the board, the funnel, the dashboard and reports, with automatic exchange refreshed every day. Need to pin a rate? Just enter a manual override.
Multi-entity structure
Model branches and divisions in a tree, each with a default currency and language, with cycle protection.
- 1
Register the currencies and their exchange rates.
- 2
Build the business-unit tree from holding to branches.
- 3
Set the default currency and language for each unit.
- 4
Generate consolidated reports in the base currency.
Group with branches in several countries
The unit tree separates each branch and consolidation sums it all in the base currency for the board.
Closing a deal in foreign currency
The deal is recorded in the customer’s currency and converted automatically for the group’s reports.
Comparing countries on one dashboard
Consolidation to base currency places units side by side with no exchange-rate distortion.
How do exchange rates work in the CRM?
The system refreshes the rates on its own, once a day, and each deal keeps the amount in the currency it closed in; totals are converted to your base currency. You can pin a manual rate whenever you want.
Do reports automatically consolidate values in different currencies?
Yes, results from every unit are summed and converted into a single base currency.
How do I organize the company's branches and divisions?
You model the hierarchy in a tree, such as holding, country and branch, with cycle protection.
Can each unit have a different currency and language?
Yes, each unit runs with its own default currency and language, without losing the consolidated view.
Does this work for companies with branches in several countries?
Yes, the unit tree separates each branch and consolidation sums it all in the base currency for the board.
How do I close a deal in a foreign customer's currency?
The deal is recorded in the customer's currency and converted automatically for the group's reports.
Can I compare performance across countries without mixing currencies?
Yes, consolidation into the base currency places units side by side with no exchange-rate distortion.
Do I need to update exchange rates manually?
No. Exchange is automatic and refreshes once a day. If you prefer to pin a specific rate, you can enter a manual override, which takes over from the automatic one.
Is this feature included in the free plan?
Yes, it's part of the CRM, which is free; you only pay for infrastructure usage above US$20 per month.