Multi-Branch

Three locations, three spreadsheets, no comparison

Each branch runs its own way, and head office finds out how a location did when somebody sends a figure at the end of the month. Comparing them means asking three managers the same question and trusting three different answers.

What it does

Branches with their own people

Staff belong to a branch, so a branch has a team rather than being a label on a report.

Compare like for like

Pipeline value and activity per branch, from the same data, calculated the same way for each.

One account, not three subscriptions

Branches live inside the account rather than requiring a separate login and bill per location.

Shared contacts and history

A customer who deals with two branches is one contact with one history, not two half-records.

How it works

  1. 1

    Create a branch for each location.

  2. 2

    Assign staff to the branch they work in.

  3. 3

    Work continues as normal — conversations, deals and contacts.

  4. 4

    The branches view compares pipeline and activity across them.

Worth knowing before you sign up

  • Branches organise people and reporting. They are not a permissions boundary — this is not a way to stop one branch seeing another branch’s contacts.
  • Each WhatsApp number is registered separately with Meta. Whether branches share one number or have their own is your decision and Meta’s process, not something PingPlug sets up.
  • No per-branch billing or cost allocation.
  • Reporting compares branches on pipeline and activity, not on a full profit and loss.

Questions

Can each branch have its own WhatsApp number?

That depends on Meta rather than on us. Each number is registered separately with Meta as its own WhatsApp Business account. Many businesses run one number for everything and use branches purely for reporting and staffing.

Can I stop one branch seeing another’s data?

No. Branches organise people and reporting; they are not a permissions wall. If isolating data between locations is a requirement, this will not meet it.

Do I pay per branch?

No. Branches are part of the account, and adding one costs nothing — contact capacity is the only thing any plan limits, so neither locations nor headcount change the price.

Try it on your own numbers

Free plan, 100 contacts, no card required.

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Related: Team & Roles · Analytics & Reporting · Shared Team Inbox · All features