Org Tree, Custom Roles & Team Scope for Indian Teams
Model your reporting lines, build your own roles, and limit what each person sees to their own team.
2 min
Web + app
14 days
Org Tree, Custom Roles & Team Scope
Sample data preview
1,248
Calls
₹28.7L
Pipeline
Live
Reports
Aakash Homes
Site visit
Hot
BrightSkill Pune
Admission call
Warm
CareDesk BPO
Demo booked
AI fit
Feature details
Everything your team needs to use it daily
Designed for managers, telecallers and field teams who need work captured automatically, not manually chased at day end.
What is it
An organisation tree of who reports to whom, custom roles with the permissions you choose, and team scope so managers see their team's records rather than the whole company.
How it works
Set each employee's reporting manager and role. Permissions and visibility follow the role and the team, on web and mobile.
Who it's for
Growing teams with several managers, branches or departments.
Getting set up
Add employees, set reporting managers, then create roles in Settings and assign them.
Advanced capability map
What Org Tree, Custom Roles & Team Scope adds to your CRM
These are practical operating controls, not brochure checkboxes. Each item is designed to reduce manual reporting and make manager review faster.
Org tree
Custom roles
Per-module permissions
Team scope
Reporting manager
Daily workflow
Org Tree, Custom Roles & Team Scope without spreadsheet follow-up
The important activity reaches the CRM automatically, so your team can sell instead of reporting about selling.
Capture every lead with owner, stage and next action.
Works across mobile, web dashboard and manager reports.
Log calls, WhatsApp notes and field activity on the same timeline.
Works across mobile, web dashboard and manager reports.
Give managers one clear dashboard for coaching and follow-up pressure.
Works across mobile, web dashboard and manager reports.
Questions
Org Tree, Custom Roles & Team Scope FAQs
Quick answers before you send an enquiry.
Talk to product team
Want this module in your workflow?
Share your team size and use case. The request goes directly into the super admin marketing leads dashboard with the feature source tag.
Is feature ke liye enquiry dalo
Import a real lead sheet and test it with your team.
Or leave your details and we will call you back.