Everyone sees exactly what they should.
Five roles, regions per person and an audit trail of who did what. When someone leaves, their work moves to a colleague instead of disappearing.
Five roles
Company admin, admin, manager, agent and accountant, each with its own view of the business.
Regions per person
A manager in one region sees that region. A company admin sees everything.
Leaving without loose ends
Remove a seat and its leads, clients and chats move to a colleague, and its WhatsApp is disconnected.
Audit log
Who viewed, created, changed or removed what, and when.
History on every record
Each lead, client, lease and cheque keeps its own change history.
Archive before delete
Records are archived first. A permanent delete needs the record’s name typed out, and anything with money attached is protected.
The right people hear about it
Notifications in the app and by email, with an unsubscribe per category.