Agency Mode (RBAC) & Team Permissions
Role-based access control, sub-account switching, multi-seat hierarchy, and team lead distribution.
Agency Mode & Team Workspaces
Agency Mode provides multi-seat team access, custom role-based permissions (RBAC), organization switcher, and centralized lead distribution for scaling agencies.
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.
Ready to Turn More Leads Into Paying Clients?
Consolidate your leads, outreach, follow-ups, meetings, and proposal tracking into one intelligent CRM workspace today.