Anticipate your future revenue and never miss your sales quotas.
Auto-generated Reports – the power of the big picture at a glance.
Top-down control – now you can choose who can see what.
Sign contracts digitally and speed up the deal signing process.
Designed by salespeople, developed by IT experts… The CRM salespeople want to use!
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Easy top-down control with our
Role-Based Access Panel
Feature available in all plans, even our Free one!
As your business grows, you can’t afford newcomers to decide whether they show or not their sales activities and prospects.
Emulate your company’s reporting structure directly in your CRM in under 2 minutes.
Create and assign roles to each salesperson. They only get the access you want them to.
Support staff needs to see the customer data but not the sales commission figures – manage who sees what in 3 clicks.
For each role, easily control what they can do – whether it be editing deals, viewing someone’s pipeline or export data…
Legacy CRMs know that you will ultimately need full control on visibility and permissions as you grow. Don’t fall in the trap!
Role based access lets us show the information we need to every individual team without showing the complete company information.”
From the Blog
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