TEAMS & PERMISSIONS
A CRM for sales teams, with permissions that fit
Invite the team, assign ownership, and decide who can see and change what — without a certification to configure it.
Ownership on every record
Contacts, companies, leads, and deals each have an owner, so accountability is a field rather than a convention. Filter any board or report by owner to see one rep's world, or the whole team's.
Roles that match how you're organised
Start with the built-in owner, admin, and member roles. When your structure outgrows them, Enterprise adds custom roles — define exactly which resources a role can read, create, update, or delete.
An audit trail when you need one
Audit logs record who changed what and when, which matters the first time a deal value or an owner changes and nobody remembers doing it. Available from Professional up.
Everyone sees the same thing at once
Boards, records, and counts update live across the team. No refreshing before a stand-up, and no two people working from numbers that quietly diverged.
WORKS WITH
Pipelines
A drag-and-drop board with stages you define, updating in real time for everyone looking at it.
Contacts & companies
One record per person and per company, with every call, email, note, and deal attached to it — so nobody has to ask what happened with this account.
Reporting
Pipeline value, conversion by stage, velocity, and who's actually closing — from live data, not last week's export.
Questions about teams & permissions
How many users can I invite?
Starter and Professional have seat ceilings and Enterprise is unlimited — see the pricing page. You buy exactly the seats you need, starting at one; there's no minimum team size.
Can I restrict what a rep can see?
The built-in roles cover the common cases on every plan. For fine-grained control — specific permissions per resource and action — Enterprise adds custom roles.
What happens when someone leaves?
Reassign their records to another owner in bulk; the history stays on the record. Removing their seat frees it for the next hire, and audit logs preserve who did what before they left.
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