Sales teams, roles and permissions.
Create sales teams, add members to them and set role permissions per module.
Sales teams
The organisation admin creates sales teams and adds members to them. An organisation can have several sales teams. You manage teams and their members directly in EasyCRM.
- Create multiple sales teams
- Add and remove team members
Roles and permissions
The organisation admin edits role permissions for each module – contacts, leads, opportunities, inbox, telephony and reports. EasyCRM ships with preset roles (Owner, Admin, Management, Sales, Support, Accounting) whose permissions the admin can edit. You manage roles in EasyCRM settings.
- Permissions per module (contacts, leads, opportunities, inbox, telephony, reports)
- Preset roles with editable permissions
- Role management directly in EasyCRM settings
Plan limits and team growth
The Free plan includes up to 3 active members and 1 pipeline. The Standard plan supports up to 25 members and 5 pipelines with 10 custom fields. The Pro plan has no limits on members, pipelines or custom fields. On Standard and Pro you pay for the active members of your organisation.
- Free plan – up to 3 team members
- Standard plan – up to 25 members and 5 pipelines
- Pro plan – unlimited number of members
- Billing per active member (Standard and Pro)
- Custom fields: Standard 10, Pro unlimited
What teams and roles in EasyCRM include
- Several sales teams, each with its own members
- Preset roles for sales, support, management and billing
- Role permissions are edited by the admin in settings
- Member limits by plan: Free 3, Standard 25, Pro unlimited
- Pipelines by plan: Free 1, Standard 5, Pro unlimited
- Permissions protect sensitive modules (reports, billing)
Questions about teams and permissions
Create a team and set up roles
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