Multi-client management -One CRM for all your clients
Sales consultant, agency, or multi-entity group? Manage 10 distinct clients from a single Kolzio account. Switch in 1 click.
The classic CRM problem
If you manage prospecting for multiple client companies, you know the data management headache: one CRM per client (five separate subscriptions), or one CRM where all your clients' data gets mixed together.
Kolzio solves this with natively separate workspaces. Each client is a distinct workspace with its own data, pipelines, contacts, and settings.
Switching from one client to another takes a second. Data separation is complete and technical. A sales rep working in one client's workspace cannot, even accidentally, see another client's data.
How multi-client works
One account, multiple workspaces
Your Kolzio account can be linked to multiple workspaces. Each workspace corresponds to a distinct client.
100% isolated data
Contacts, companies, pipelines, settings, email templates -everything is technically separated between workspaces. Zero data leakage risk.
1-click switching
From the main menu, select the workspace you want. The switch is instant, no logout required.
Distinct roles per workspace
You can be "owner" on your own company workspace and "commercial" on a client workspace. Permissions are defined per workspace.
Perfect for
Independent sales consultants
One workspace per client, one Kolzio invoice. Manage all your consulting from a single tool.
Agencies
Each client brand has its own workspace. Your teams switch between clients without confusion.
Multi-entity groups
Each subsidiary has its own workspace. Headquarters gets global visibility when needed.
Explore other features
Manage all your clients from one CRM
Kolzio is free for 1 user. Create your first workspace in 2 minutes.
No credit card • 5-min setup • Email support included