Assign contacts, manage sales as a team and grow your business.
Grow your business faster in a team
As Entrepreneur's it is tempting to do everything yourself. When starting out you may have to, but once you get ready to expand Zero BS CRM has you covered.
UNLIMITED TEAM MEMBERS
You can add as many team members to your CRM as you like, no limits or increase in cost per team member.
We have Zero BS CRM specific user roles and permissions which let you control what your team can do in the CRM
You can choose whether to allow for assignment of contacts to team members. This stops others editing your contact.
Assignment of contacts is where you can make sure your CRM team are responsible for managing a certain contact. This then stops other users from editing the contact (adding notes, etc). The ownership assigned to any contact can be changed to other team members if the management of the contact needs changing (perhaps to a team manager)
Easy Contact Assignment
From your contact edit screen it's really easy to assign a contact to a CRM team member
Assign contact to a CRM team member
Let CRM team members re-assign contacts
Automate your Lead distribution
When used with Automations, assignment becomes much more powerful
Assign contacts based on conditions
Choose a specific contact
Distribute on a round robin basis
As Many Team Members As You Like
Zero BS CRM gives you unlimited team members. Too many cooks DON'T spoil the broth when you're selling as a team (especially when using assignment)