Features · User Management
Model your org inside telecrm.
Exactly as it works in the real world.
Build your team hierarchy inside telecrm — Workspaces, Admins, Managers, and Reps — so every lead, report, and permission follows your org structure automatically.
Team Structure
Your Teams. Your rules.
Total control how everything works.
telecrm gives you complete control to decide your work flow — how prospects, leads and customers data flows amongst teams — who can access what, what actions they can take, and what they can see. Set it up once and your custom telecrm setup runs exactly the way you want it to.
Organise your team in a single workspace or into multiple department-level workspaces — Pre-Sales, Sales, Post-Sales — whatever fits your business. Each workspace has its own interface, hierarchy and users; user access can span workspaces or be limited as required.
In multiple workspace instances, a record automatically flows from one workspace to the other. Example: a lead from the Sales workspace moves into Post-Sales once the sale is made. No manual handover. No delays.
Roles & Permissions
Give every rep exactly the access
they need — and nothing more.
Assign roles to every user in your team — Root, Admin, Manager, Caller, or Marketing. Each role comes with a precise set of permissions. Root permissions are fixed. All others can be tweaked by Root or Admin to suit your exact workflow.
telecrm has five built-in roles — Root, Admin, Manager, Caller, and Marketing — each with a distinct permission set. Root permissions are immutable. Admin can be tweaked by Root (license visibility required). Managers can manage callers but cannot download leads. Callers work only on their own assigned leads. Marketing has automations and integrations by default. Except Root, all other permissions can be tweaked.
Control exactly what each role can see — their own leads, their team's leads, reports, exports, and more. Managers get visibility into their team. Reps stay focused on their own pipeline.
Customise the lead interface for each role — show or hide fields, reorder sections, and control what data each user sees and can act on. Tailor the CRM experience to your team's workflow without any code.
Managing Teams in Run-time
Keep your team running smoothly.
Even when things change on the fly.
Real sales teams change every day — reps go on leave, new members join, lists need updating. telecrm makes it easy to handle all of this without disrupting the pipeline.
Mark a rep as on leave and telecrm automatically redistributes their leads for that day. When they return, their pipeline is restored — no manual reassignment, no leads left unattended.
Add a new rep in seconds — name, email, role, and team. They get an invite link and are ready to work immediately. No IT involvement needed.
Onboarding a large team? Upload all your reps via a CSV — names, emails, roles, and teams assigned in one go. Your entire team is live in minutes.
Accountability
Every action. Every user.
Full visibility into what your team does.
Know exactly what's happening inside telecrm at all times — every edit, call, download attempt, and login is logged against the user who did it.
Every action taken in telecrm — lead edits, calls logged, exports attempted, logins — is recorded against the user who did it. Managers and Admins get full visibility into team activity. Hold your team accountable with confidence.
Are you ready
to get started?
No jargon. We'll show you exactly how telecrm works for your business — your industry, your team size, your lead sources. The demo is free. The setup is guided. The commitment is yours to make when you're ready.
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FAQ
Your questions, answered plainly.
Can I model my org structure in telecrm?
Yes — model your teams exactly as they work in the real world.
Can I control access by role?
Yes — give every rep exactly the access they need and nothing more, with roles and permissions.
Can I see what my team is doing?
Yes — full visibility into every action by every user.
What happens when roles or teams change?
Controls let you keep the team running smoothly even when things change on the fly.