How to separate Multiple business data for a CRM SAAS

[LonArcvarden]

I am looking at building a subscription based CRM for a specific niche, some customers will just be sole users and others will have multiple users under one business. How would i go about setting up my databases to achieve this. Would i need to just use specific conditions on every block though out the app or am i able to juts make settings for each user that they will only ever be shown their businesses data, as it would be a massive issue if multiple users were seeing each others data.

Thanks in advance for any help I appreciate it

[princemeraj]

I added a “Company ID” field to every record and used filters and visibility rules based on the user’s company, so each business only sees its own data.

[ayawoalhassan]

I ran into the same issue and ended up using a separate base for each business. It makes permissions way easier to manage, and I can customize fields per client. I also needed clear separation because I want this setup to eventually replace QuickBooks for invoicing and tracking. Using synced tables for shared data like services or pricing worked well to keep everything connected without mixing things up.

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