Can multiple team members use the CRM?
Yes, on the Business plan: up to 10 users included, then 5 USD per additional user per month, with admin, manager and agent roles, assignment rules, and one view across every agent's board.
Free and Pro are each for 1 user, the account owner. Business includes up to 10 users on one account, and each additional user after that is 5 USD per month. Colleagues join by an email invitation, and each person is an admin, a manager or an agent.
A manager additionally holds one grade of four, which is more granular than most CRMs and worth knowing about:
- View only — oversight with no write access at all
- Edit — can change records
- Assign — can hand leads to agents
- Delete — can remove records
Incoming leads route by property, by country or by area, and anything matching no rule goes round the team in turn. That is a cursor rather than a headcount, deliberately: sharing by whoever currently holds fewest leads hands every new lead to whoever is on holiday.
A manager can also see every agent's board in one view, and Business carries the team leaderboard, the audit log of who changed what, and commission tracking with splits between agents.