Feature

Manage Teams, Users and Lead Responsibilities

Add users, give each a role, and route every lead to a clear owner.

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How It Works

From Company to User to Assigned Lead

Company account

Add users

Assign a role

Route leads

Clear ownership

Users

Add Your Whole Team to One Account

Everyone works in the same CRM under one company account, with no shared logins and no side spreadsheets. Each person signs in as themselves, so every action, note and status change is attributed to a real user.

Multiple users under one company
Each user has their own login
Deactivate a user without losing their leads
Reassign a leaver's leads to the rest of the team

Roles

Control What Each Person Can See and Do

Roles are defined per company, so you can match them to how your business is structured: executive, manager, admin, or whatever you call them. Each role carries a set of permissions that decide which parts of the CRM a person can open and change.

Custom roles per company
Permissions per role, not per person
Managers oversee their team, executives work their own leads
Admins manage users, forms and settings

Ownership

Every Lead Has One Clear Owner

New web leads are shared across the active team on a round-robin rotation, and anyone with permission can reassign a lead by hand as workloads change or a specialist is needed. The owner is shown on the lead and the pipeline card, so accountability is never ambiguous.

Automatic round-robin on capture
Manual reassignment, one lead or many
Owner visible on every record
Ownership changes recorded in the lead history

Explore Lead Assignment

Oversight

See How the Team Is Performing

Because every lead is tied to a user, the reports can break performance down by person: leads assigned, won and won value, conversion rate, and how reliably each rep clears their follow-up reminders before they go overdue.

Assigned, won and conversion per rep
Follow-up compliance per person
Login and session activity per user

Explore Reports

The Detail

Why User Management Is Where a CRM Succeeds or Fails

A CRM only works if the whole team is in it and the data is trustworthy. That depends on getting a few boring things right: every person has their own login, each person sees the right slice of the data, and every lead has exactly one owner. Get those wrong and people fall back to their own notebooks.

One login per person

Shared logins destroy accountability. When two people sign in as the same account you cannot tell who spoke to a lead, who changed a status, or whose follow-up is overdue. AliveCRM gives each team member their own account under the company, so the history on every lead names a real person.

The right access for each role

Not everyone should see everything. A sales executive works their own assigned leads; a manager needs their team's pipeline; an admin manages users and forms. Roles are configured per company and permissions attach to the role, so adding a new hire is a matter of picking a role, not ticking twenty boxes.

Ownership that survives change

People join, leave and swap territories. When someone is deactivated their leads stay in the CRM and can be reassigned to the rest of the team, so nothing is lost with the account. New joiners are added to the lead rotation automatically.

In Practice

What You Get

One company account, many users

Role-based permissions

Clear per-lead ownership

Team performance in reports

Get Your Whole Team Into One CRM

Individual logins, roles that fit your structure, and one clear owner on every lead.