Perfex CRM only allows one address per company, which quickly becomes a problem for businesses operating multiple branches, warehouses, offices, or legal entities. Every time an invoice, proposal, contract, or delivery document is created, users must manually edit the company address to match the correct branch. This costs time, creates inconsistencies, and increases the risk of errors.
The Multiple Addresses for Companies feature solves this limitation by allowing each customer company to store and manage multiple independent branch addresses directly inside Perfex CRM.
Add Multiple Branch Addresses
Administrators can add multiple addresses under the same company profile without replacing or overwriting the main company data. Each address exists as an independent entry that can be selected whenever needed.
Complete Branch Information
Each branch address can include:
- Full address and phone number
- Branch manager or dedicated contact person
- Google Maps link for precise location
- Email or social links
- Internal notes for identification
This makes it possible to manage legal billing addresses, warehouse locations, delivery points, or separate retail branches.
Select the Correct Branch When Creating Documents
When generating invoices, proposals, estimates, delivery forms, or contracts, users can quickly select the appropriate branch address from a list. This eliminates the repetitive process of editing the company profile and ensures that every document uses accurate branch information.
Practical Benefits
The feature is well suited for:
- Companies with multiple offices or legal entities
- Retail or service businesses with several branches
- Businesses with different billing and delivery locations
- Organizations needing clear branch-level separation inside CRM data
It improves information accuracy, streamlines workflows, and allows Perfex CRM to support real multi-branch operations.
This feature directly resolves the core pain point where Perfex CRM restricts each company to a single address. By enabling multiple independent branch addresses and allowing users to select the correct one during document creation, the system becomes more flexible, more accurate, and aligned with how multi-location businesses actually operate.
Explore how PolyUtilities can transform your Perfex CRM workflow today.
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