Role-based Access
Easy top-down control with our
Role-Based Access Panel
Easy Setup
Set up your team, visibility and permissions rules in minutes!
For Everyone
Feature available in all plans!
As your business grows, you can’t afford newcomers to decide whether or not they show their sales activities and prospects.
Role-based Access ≠ Enterprise Plan
Legacy CRMs know that you will ultimately need full control on visibility and permissions as you grow. Don’t fall in the trap!
All Legacy CRMs
| Plan | Role-Based Access |
|---|---|
| Basic Plan $ |
|
| Advanced Plan $$ |
|
| Enterprise Plan $$$$$ |
|
| Plan | Role-Based Access |
|---|---|
| Take Off Free |
|
| The Climb $19/user/month |
|
| Cruise Control $42/user/month |
|
Role based access lets us show the information we need to every individual team without showing the complete company information.”
Camila Fernandez
Marketing Director, SUMAC