Agency Mode (RBAC) & Team Permissions
Role-based access control, sub-account switching, multi-seat hierarchy, and team lead distribution.
This Feature is Coming Soon
Agency Mode with multi-seat team access, custom role-based permissions (RBAC), sub-account switcher, and team lead assignment are currently under active development and will be available in the upcoming release.
What You Will Get in Agency Mode
Scale your sales agency with granular team roles, sub-accounts, and permission controls.
Role-Based Access Control (RBAC)
Assign Granular roles — Admin, Sales Manager, Sales Rep, or Lead Generator — with strict data visibility rules.
Multi-Seat Team Workspace
Invite team members to your organization with individual seat licenses and personal activity tracking.
Agency Sub-Accounts Engine
Create isolated sub-accounts for each client or brand you manage with seamless 1-click workspace switching.
Team Lead Allocation
Distribute incoming leads automatically across sales reps using round-robin or territory rules.
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Consolidate your leads, outreach, follow-ups, meetings, and proposal tracking into one intelligent CRM workspace today.