Role-based security administration.

Zoho CRM offers you an Enterprise-grade Role-based security system to control the access rights of users while working with CRM data and modules such as leads, accounts, contacts and potentials customers.
Using profiles, you can define fine-grained access rights to the CRM modules, data administration tools, CRM records, and fields within each module.

With the Roles and Data Sharing Rules, you can set up multi-level organizational hierarchies and control the data-level access rights according to the user's role within organization.
Groups (also called Teams) allow you to extend the data-level access to other users with similar job profiles working in the same department or project, or sharing the data among common geographical locations.

Key Features


CRM - Profiles


CRM - Roles


CRM - Groups

All features