CRM with Roles & Permissions
A CRM with Granular Roles & Permissions
Control exactly who sees and does what across your CRM. WebifyGO lets you define roles, set module-level permissions, and keep sensitive data visible only to the right people.
Free 14-day trial · No credit card required
The Problem
Sound familiar?
All team members can see data they should not have access to.
No way to restrict who can create, edit, or delete records.
Onboarding new staff means worrying about data exposure.
How WebifyGO Helps
Everything you need in one CRM
Custom Roles
Create named roles for different team members — sales rep, manager, support agent, and more.
Module-Level Permissions
Control view, create, edit, and delete access per module for each role.
Data Visibility Control
Restrict which records and fields each role can see across the CRM.
Multi-User Ready
Add your whole team with the right access from day one — no per-seat fees.
One Platform
Start Free Trial
Run it all from a single dashboard
Contacts, pipeline, invoicing, campaigns, and support in one place — so nothing slips through the cracks and your whole team works from the same live data.
Free 14-day trial, no credit card
Set up in minutes, import your data via CSV
Flat monthly pricing, cancel anytime
Yes. Define roles and set view, create, edit, and delete permissions per module for every role.
No. WebifyGO uses flat monthly pricing with no per-seat fees, so adding team members does not increase your bill.
Yes, a 14-day free trial with no credit card required.