Visualize company structures in the CRM
crm
06/02/2026
Problem
In Bitrix24, companies are managed as individual CRM records by default. In reality, however, many companies belong to a shared company group or are part of a multi-level relationship with one another.
These include, for example, parent companies, subsidiaries, branches, franchises, departments or legally independent companies within a holding.
By default, Bitrix24 offers no central and clear representation of these relationships. Employees have to open individual company cards, check custom fields or search through lists for connected companies.
Typical difficulties:
- Related companies are displayed independently of one another in the CRM.
- The connection between parent company, subsidiary and branch is not recognizable at a glance.
- Employees have to open several company cards one after another.
- Multi-level corporate structures are difficult to follow.
- New employees do not immediately recognize which companies belong to a shared group.
- Contacts, deals and activities are viewed in isolation, even though they are economically connected.
- Preparing customer meetings and sales decisions takes longer.
- With large company groups, cluttered lists and inconsistently maintained links quickly arise.
If the overall overview is missing, it can also happen that different employees approach connected companies independently of one another, ignore framework conditions or overlook potential within a company group.
Especially with holdings, franchise systems, branch networks and larger B2B customers, this makes it harder to analyze the customer structure and provide coordinated support.
Solution
WAM IT integrates an additional "Hierarchical structure" tab into the CRM company card. There, all connected companies are automatically displayed as a clear structure tree.
The hierarchy is based on a CRM link between the company records. Employees maintain the relationship directly in the company card, while the system automatically builds the complete structure from it.
How it works:
- Use of a custom field of the type CRM link to company (multiple).
- Users store connected subsidiaries directly in the company card.
- The system automatically creates a hierarchical tree structure.
- The structure is displayed in all connected companies regardless of the nesting level.
- The currently opened company is automatically highlighted.
- Support for multi-level hierarchies, for example parent company, subsidiary, department and branch.
- Switching between vertical and horizontal display.
If, for example, a parent company owns five subsidiaries, one of these companies is connected to three further companies and an additional branch is managed below it, the system automatically creates a complete multi-level structure.
The display is not only shown in the parent company's record. When opening a subsidiary or branch, employees also see the entire company group and immediately recognize where the currently opened company is located.
Which relationships are mapped and how the structure is maintained in the CRM is coordinated with you before implementation.
Output
After the integration, employees receive a central and visually understandable overview of connected companies directly in Bitrix24.
Instead of searching through several CRM records individually, they see the entire company group in a shared hierarchical display.
- A clear visualization of company structures.
- A quick overview of relationships between companies.
- Convenient work with holdings, branches and subsidiaries.
- Less manual searching.
- Higher transparency of the CRM structure.
Before the project starts, WAM IT checks how connected companies are currently maintained in your Bitrix24. We then define which fields, relationships and hierarchy levels are used. On this basis, you receive a transparent quote for setup and integration.
