Define, manage, and control user permissions effortlessly with CRM.io's Access Control List (ACL) feature. Tailor access levels for your team members, whether they’re Admins, SDRs, or Managers, and ensure every user gets the right level of access to data and features. Boost security, improve collaboration, and maintain data integrity with a centralized role-based permission system.
Assign specific permissions like view, edit, create, or delete for each module, such as Contacts, Deals, Tasks, and Documents.
Create custom roles (e.g., Admin, SDR, or Team Lead) that align with your organization's hierarchy and workflow needs.
Restrict access to sensitive data by defining permissions for individual users or teams.
Empower team members with access to relevant tools and data, improving collaboration without compromising security.
Easily define and assign roles for team members. Whether you're creating an Admin with full access or an SDR limited to lead management, CRM.io ensures every role aligns with your workflow.
Control permissions for key modules like Contacts, Deals, Tasks, and Documents. Set who can view, create, edit, or delete specific data for each module.
Allow users to access only the data they own ("My Data") or provide them with visibility into all data across the organization ("All Data").
Modify roles and permissions as your team evolves. Add or revoke access with just a few clicks, ensuring your permissions system adapts to your needs.
Monitor and manage all user roles and permissions from a single dashboard, making it easy to stay organized and compliant.
Limit SDRs to only their leads while giving Sales Managers full visibility into all deals and pipelines.
Grant access to campaigns and analytics while restricting sensitive customer data.
Enable hiring teams to access candidate details without exposing unrelated organizational data.
Maintain full control over system-wide settings and ensure compliance across teams.
Add basic lead data, such as name or company, into CRM.io.
Enable the Lead Enrichment tool to find and verify contact details like phone numbers, email addresses, and leadership details.
CRM.io cross-checks data to ensure validity, ensuring that your outreach campaigns hit the mark.
Integrate enriched data directly into your CRM workflows or export them for campaigns.
Discover how CRM.io's AI-driven solutions can streamline your Customer Support, Sales, and Marketing operations. Dive into automation strategies that Fortune 500 companies use to enhance productivity and engage customers seamlessly. Learn how CRM.io's tailored AI tools, intuitive contact management, and powerful data enrichment can help your business thrive.
Discover how leading companies leverage CRM.IO to automate customer interactions and drive engagement.
The Lead Enrichment tool has completely transformed our outreach strategy. We can now find accurate phone numbers and email addresses instantly, saving hours of manual work.
Having access to verified contact details has drastically improved our email campaign success rates. The ability to retrieve leadership information is a huge plus!
As a recruiter, I love how CRM.io makes it easy to find leadership details and contact information. It’s helped us connect with hiring managers quickly and effectively.
Experience the future of sales management with our AI Agent powered by CRM.io. Simplify your workflow, enhance productivity, and focus on what truly matters – building relationships and closing deals. Contact us today to learn more about integrating the AI Agent into your CRM.
