Features

    User Management & Permissions

    Manage your team with granular access controls and role-based permissions.

    6 capabilities · Admin, Contributor, and Viewer roles with billable seats

    Workspace Management

    Multi-tenant workspace support

    User Roles

    Admin, Contributor, and Viewer: granular permission categories

    Team Management

    Invites, seat usage, and workspace membership

    Viewer seats

    Read-only CRM at a reduced billable seat weight; no Lumo AI

    User Profiles

    Personal settings and preferences

    Activity Logging

    Track user actions and changes

    Everything else a complete CRM needs

    Try the full workspace free for 7 days. No credit card required.