Take full control of your team & data access
Manage every user, role, and permission from one centralized workspace. Unlike traditional tools like Zoho CRM with strict tier limits, onboard reps, define access rules, track performance, and keep your CRM secure — effortlessly.
Users & rolesLiveAdd, manage, and control every team member
Onboard new reps in seconds, update their details any time, or pause access without touching a single record. Full control of your team's CRM presence — with zero data loss.
Add & Onboard Users Instantly
Enter name, email, role, and access set — the user receives login credentials and can start working immediately.
Activate / Deactivate Without Data Loss
Pause a user's CRM access when they're on leave or exit the team. All their records, leads, and history are preserved intact.
Transfer Lead Ownership
Reassign leads, deals, and records from one user to another in bulk — triggers a notification to the new owner automatically.
Assign roles that match your org structure
Create custom user roles — Sales Rep, Manager, Admin, Pre-Sales — and define exactly what each role can see and do. Build as many roles as your team needs.
Create & Name Custom Roles
Build roles like "Sales Executive", "Team Lead", or "Read-Only Auditor" and assign them when adding or editing users.
Admin vs Sales User vs Manager
Admins manage the CRM and all settings; Managers oversee their team's data; Sales Users work only on their assigned records.
Granular module-level permission control
Create named Access Sets with precise Read, Create, Update, and Delete permissions per CRM module — then assign them to any user in one click. One set can be reused across the entire team.
Per-Module CRUD Permissions
Select which modules — Leads, Contacts, Companies, Deals, Reports — each Access Set can Read, Create, Update, or Delete.
Reusable Access Set Templates
Save a set once — "Standard Sales", "Manager View", "Full Access" — and apply it to any number of users without reconfiguring.
Organize your team into functional groups
Group users by function, territory, or product — Pre-Sales, Direct Sales, Sales West — so workflows, lead routing, and shared data can target the right team automatically.
Create Territory & Function Groups
Set up groups like "Sales West", "Marketing", or "Pre-Sales" and add or move users between groups at any time.
Target Groups in Workflows & Lead Routing
Assign leads to a User Group automatically via workflow automation rules — so the right team sees the right leads the moment they come in.
Keep every user informed in real time
Automated notifications fire the moment something important happens — a lead is added, imported, assigned, or transferred for real-time team collaboration. Every team member stays in the loop without constant check-ins.
Lead Add & Import Alerts
Users get notified the moment a new lead is added or a bulk import completes — so no lead sits unattended.
Transfer & Follow-Up Reminders
When leads are transferred between users, the new owner is instantly notified. Follow-up reminders are pushed at the right time.
Set and track individual sales targets per user
Define revenue targets and lead quotas for every sales rep. Track progress in real time so managers can coach on the spot and reps always know exactly where they stand against their goal.
User Sales Target Configuration
Assign individual monthly or quarterly revenue targets per user and track actual vs target at a glance from the User Sales Target panel.
Live Progress Tracking
Each rep sees their personal progress bar — leads closed, deals won, revenue generated — updated in real time throughout the month.
See exactly how each rep is performing
Break down leads by user — by status, by source, and by date — so managers can identify top performers, spot gaps, and coach their team with real data rather than guesswork.
User-Wise Lead Status Report
See how many leads each rep has in each status on Reports & Analytics — Followup, Demo, Qualified, Won — and identify where deals are stalling per user.
User-Wise Lead Source Report
Track which sources — IndiaMART, Facebook, Website, WhatsApp — each user's leads come from, filterable by user and date range.
Three levels of access — built for every org
Flowzo CRM's permission model is built around three distinct access types that cover every role from a field sales rep to a CRM admin.
Basic Access
Who It's For: Sales Reps, Field Agents. What It Covers: Actions on records owned by or explicitly shared with the user — no access to other reps' data
Administrative Access
Who It's For: CRM Admins, Sales Heads. What It Covers: Full module-level control across all records, users, settings, and custom fields across the entire organization
Special Access
Who It's For: Team Leads, Managers. What It Covers: Task and note-level permissions on Leads, Contacts, and Deals — grants visibility into team records without full admin rights
Why teams trust Flowzo CRM's user management
Secure, flexible, and built to grow with your team — no complicated IT setup required.
Secure Data Access
Every user sees only what they're permitted to see — keeping sensitive deal and client data safe at every level of the org.
Zero Downtime Deactivation
Pause a user's access instantly without losing a single record, note, or historical interaction — data stays untouched.
Accountability by Design
User-wise reports and lead ownership tracking means managers always know who owns what and how each rep is performing.
Fully Customizable Roles
Build any role structure — flat teams, hierarchical orgs, territory-based groups — without writing a single line of config.
Connected Governance & Team Productivity
Flowzo CRM connects user permissions directly with lead tracking, deal pipelines, workflow automation, and reporting.
Lead Management
Assign lead ownership and enforce module-level CRUD permissions across your sales team.
Explore →Deal Management
Control visibility over high-value deals and transfer ownership seamlessly on team changes.
Explore →Lead Automation
Route leads automatically to specific User Groups and reps via workflow assignment rules.
Explore →Reports & Analytics
Track User-Wise Status & Source Reports and rep performance against live sales targets.
Explore →Frequently asked questions
Go to the User section from the dashboard menu, click "+ Add User", fill in the user's name, email, and phone, then assign a User Role and an Access Set. Save — the user can now log in with the credentials sent to their email.
Ready to take control of your team?
Add users, set permissions, track performance, and keep your CRM secure — all from one powerful workspace with Flowzo CRM.