Skip to main content
CRM Software
Kamala Carius
Content Marketing Manager
Asked a question 3 years ago

Can multiple currencies be managed on CRM? Can each user specify their personal currency?

Where am I?

In SaaSworthy you can ask and answer questions and share your experience with others!

Yes. it is possible to manage multiple currencies on most of the CRM tools. Any user can specify any currency that they wish to use. But they are generally created by working in tandem with the base currency. By default, CRM usually ask organizations to determine a base currency at the time of creation. For any other currency, related exchange rates can be saved. 

Every user can also have a currency associated with them in the user settings. This acts as a default for all the records created by them.

Product | Growth Hacker

Only active currencies can be used in currency amount fields. Each user has a personal currency, which is used as the default currency. Users can also create and enter amounts using other active currencies.

Related Questions