Platform – Teams
The right lead for the right salesperson, automatically.
Create sales teams, define assignment rules and give each role precise permissions per module. EasyCRM ensures every salesperson sees only what belongs to them.
Sales teams
Sales teams and lead assignment
The organisation admin creates sales teams, adds members and defines assignment rules. When a new lead or contact arrives, EasyCRM automatically assigns it to the right salesperson or team based on the configured conditions – for example by lead source. An organisation can have any number of sales teams with their own rules. Each team has a team view of the pipeline and activities, so managers always have a clear overview.
- Create multiple sales teams
- Define lead assignment rules
- Automatically assign a new lead to the right salesperson
- Manage team members in organisation settings
- Team view of pipeline and activities
Roles & permissions
Roles and granular permissions
Admins define roles with precise permissions for every module – contacts, leads, pipeline, inbox, telephony and reports. Permissions are team-scoped: a salesperson sees only their own customers, a manager can have visibility over the entire team. EasyCRM ships with preset roles (admin, manager, salesperson, support) that are fully customisable. Role management happens directly in EasyCRM settings without any technical knowledge required.
- Granular permissions per module (contacts, leads, pipeline, inbox, telephony, reports)
- Team scoping – salesperson sees only their own customers
- Several preset roles + custom configuration
- Role management directly in EasyCRM settings
- Manager sees the full team, salesperson sees only their customers
Team growth
Plan limits and team growth
EasyCRM grows with your team. The Free plan supports up to 3 active members and 1 pipeline at no cost – ideal for small teams or for trying it out. The Standard plan supports up to 25 members and 5 pipelines with 10 custom fields. The Pro plan has no limits on members, pipelines or custom fields. On Standard and Pro you pay seat-based billing: only for active members of your organisation.
- Free plan – up to 3 team members for free
- Standard plan – up to 25 members and 5 pipelines
- Pro plan – unlimited number of members
- Per-seat billing: pay only for active users
- Custom fields: Standard 10, Pro unlimited
What you get
A team that works as one
- Every salesperson sees only their own customers
- Leads are automatically assigned to the right team member
- Manager has full visibility over the entire team
- Different roles for different departments (sales, support, billing)
- Grow from 3 free members to an unlimited Pro team
- Pipelines grow alongside your team
- Permissions protect sensitive data (reports, billing)
Related topics
Frequently asked questions
Questions about teams and permissions
Set up your team, roles and pipeline in 15 minutes
Register for free – the Free plan supports up to 3 members with no credit card required.