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 platform
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
Get in Touch
Build and run your business from one dashboard
Website, booking system, online store, invoicing, and marketing in one place, so nothing slips through the cracks and your whole team works from the same live data.
Custom built for your industry
Dedicated instance on your domain
Unlimited team members, no per-seat fees
Connects with the tools you already use
Gmail
Google Calendar
Google Workspace
Stripe
WhatsApp
Slack
Microsoft 365
PayPal
QB
QuickBooks
T
Twilio
SG
SendGrid
A
Adobe Sign
D
DocuSign
V
Vonage
Yes. Define roles and set view, create, edit, and delete permissions per module for every role.
No. WebifyGO uses flat pricing with no per-seat fees, so adding team members does not increase your bill.
Get in touch and tell us what you need. We'll send a clear proposal and can have your platform live in days, not months.