Collaborate while protecting data access
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