BlueSail CRM allows users with diverse roles and levels in sales, account management, and business development to share data while protecting access to sensitive application functionality and customer records.
Create multiple roles for sales reps, managers, and executives
Powerful role-based sharing helps ensure secure collaboration between your sales representatives, sales managers, and executives.
Restrict application access based on user role
Share customer information on a need-to-know basis.
Distribute and control access to application functionality as desired.
Manage access down to the individual record level
Automatically share records within a sales team
BlueSail CRM - make your business sail with the unified sales and marketing automation platform.