How to create and manage multiple companies?

A Step-by-Step Guide to Setting Up a new Company to Efficiently Manage Multiple Businesses with a Single Account

Sam

Last Update há 2 anos

EQUP is a powerful platform that allows you to manage multiple businesses effortlessly and efficiently. With EQUP, you don't have to worry about purchasing separate subscriptions for each of your businesses. Instead, you can manage all your businesses with a single account, saving you time and resources.

How to create a new company?

  • Access your EQUP account by entering your login credentials.
  • Navigate to Settings > Accounts and Billing > Accounts Tab
  • Click on the "Add Company" button, This will open a pop-up with options to choose the industry type for your new company.
  • Select the industry type that best suits your new company and click on the "Create Company" button. It will initiate the process of creating a new company for you, which may take a few seconds.
  • After the process is completed, you will see a success message on your screen.
  • To log in to your new company account, click on your profile picture at the top right corner of the screen and then click on "Switch Company."
  • This will open a pop-up window that will list the names of your companies. Click on the name of your new company, and this will take you to the new company you created.

With these simple steps, you can now create and manage multiple businesses with a single EQUP account

FAQ's

How many companies can I create?

The number of company access you have in EQUP depends on the plan you have subscribed to. To check the access, you can visit EQUP's pricing page. Alternatively, you can check this information in your account by navigating to "Settings", selecting "Accounts and Billing," and then the "Inventory" tab. Finally, find the "Accounts"  Metric to check how many companies you can create.

What is inventory pooling?

The inventory pooling feature in EQUP allows you to take advantage of unused inventory, such as emails, users, contacts, deals, campaigns, workflows, and more, across your other companies. 

Note: Credits that are used to make calls, send sms, and verify contacts can not be pooled between companies.

What happens if I consume all the inventory included in my plan?

If you have exhausted all the inventory provided with your plan, don't worry! EQUP offers two solutions to increase your inventory: purchasing an add-on or upgrading your plan.


To purchase an add-on, navigate to Settings > Accounts and Billing > AddOns Tab. From here, you can easily purchase an add-on to increase your inventory.


If you want to upgrade your plan, navigate to Settings > Accounts and Billing > Plans Tab. Here, you can choose the plan that best suits your needs and upgrade to it.


Please note that any add-ons you purchase will automatically renew every month, so you won't have to worry about repurchasing them.

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