Role and Rights

Empower Your Team with Efficient Staff Management

Manage Access Role and Restriction to various areas of iNextCRM

Globally Trusted Technology Partners

Shape Image
Shape Image

Flexible Staff Role Management

Tailor Access and Permissions to Your Organization's Needs

Manage Staff Roles

Create Roles as Required: iNextCRM empowers you to create as many roles as needed for your organization, enabling efficient management of staff access and permissions tailored to your specific requirements.

Access Limitations

Depending on the module, you have the flexibility to set access limitations such as view-own, view-global, create, edit, and delete permissions, ensuring granular control over staff access within iNextCRM.

Streamlined Staff Management

Comprehensive Staff Profiles and Access Control

Staff Profile

Easily set up complete staff profiles, including profile pictures and passwords. Additionally, you can specify departments and other relevant information, ensuring a comprehensive staff directory within iNextCRM.

360° Staff View

Gain a holistic view of your staff members with the 360-degree staff view. Access staff time logs, notes, projects, timesheets, and more, allowing you to effectively monitor and manage their activities.

Staff Permission

Take control of staff permissions by assigning roles or customizing permissions as required. Update roles to apply updated access settings to multiple staff members simultaneously, ensuring consistent and efficient management of staff permissions within iNextCRM.

Cloud-Based CRM System
with Easy Extension & Support

Unlock the full potential of your business with iNextCRM's cloud-based CRM system.

150 +

Extendable Addons

Seamlessly extend the functionality of your CRM with our extended add-ons, including marketing and operational capabilities, tailored to meet your specific needs.

20 +

Optimization Service

Let us handle the heavy lifting. Our team will work tirelessly to optimize your processes and automation, ensuring maximum efficiency and productivity.

24x7

Hand-Holding Support

We're here to guide you every step of the way, providing personalized assistance and resolving any queries or challenges you may encounter.

Built by Agency for Agency

Unparalleled Benefits

Built by an Agency.
For Agencies.

Most Agency Founders spend sleepless nights just keeping the lights on - scaling the agency never ends up becoming a priority between recurring client and sales calls.

iNextCRM changes that.

  • Scale Your Business
  • Effective Team Management
  • Seamless Remote Work
  • Manage Business on the Go
  • Become an Industry Leader
  • Increased Client Retention

Testimonials

What They Say About Us

Dynamically initiate market positioning total linkage with clicks-and-mortar
technology compelling data for cutting-edge markets.
Siddharth Chaudhary Siddharth Chaudhary

Siddharth Chaudhary

Founder & CEO

iNextCRM has completely transformed the way we manage our customer relationships. With its intuitive interface and powerful features, our sales team has seen a significant boost in productivity and efficiency. It's truly a game-changer!

Siddharth Chaudhary
Ritam Bhatnagar Ritam Bhatnagar

Ritam Bhatnagar

Founder

iNextCRM has been a lifesaver for our customer service team. Its comprehensive ticketing system and automated workflows have enabled us to provide exceptional support to our clients. The result? Improved customer satisfaction and a significant reduction in response times.

Ritam Bhatnagar
Shivangee Mehta Shivangee Mehta

Shivangee Mehta

Founder & CEO

iNextCRM is an all-in-one software for managing the entire client life-cycle, including leads, customers, invoices, proposals, and payments, all in one convenient platform. One of the standout features is the ability to effortlessly create captivating proposals. The best part is being able to send proposals directly from the iNext CRM dashboard while effectively managing my clients. The constant introduction of new features by the iNext team keeps me excited and engaged. I'm absolutely loving it!

Shivangee Mehta
Aman Sharma Aman Sharma

Aman Sharma

Business Owner

As a small business owner, I needed a CRM solution that would scale with my growing business. iNextCRM has been the perfect fit. Its flexible customization options and seamless integration with other tools have allowed me to tailor it to my specific needs. It has truly been a catalyst for our success.

Aman Sharma
Vikram Lal Vikram Lal

Vikram Lal

Founder & CEO

Managing my own business used to be a complex ordeal until I discovered iNext CRM. This all-in-one tool has simplified everything for me, providing a seamless experience. The Support team is highly responsive, and the development team works swiftly to introduce exciting new features. I am truly grateful to Priyanka and her team. Thank you for making my business journey easier!"

Vikram Lal
Hanshika Shah Hanshika Shah

Hanshika Shah

Marketing Director

Before discovering iNext CRM, our invoicing process involved using Word, relying on calendars for due-date reminders to clients, and even using pets to send proposals. With iNext CRM, we can now seamlessly manage all these tasks from a single platform, while also gaining valuable insights that enhance our efficiency. As a result, we have experienced a remarkable 15% increase in revenue realization speed. iNext CRM has truly transformed our operations for the better!

Hanshika Shah

Integrated with 20+ Popular Technology Platforms

Twilio

Effortlessly trigger transactional SMS

Zoom

Set up and manage Zoom meetings

Mailchimp

Personalized marketing email campaigns

Paypal

Receive International Payments

Dropbox

Select files directly from your Dropbox account

Google

Sync your Google Calendar with iNextCRM

Google Drive

Effortlessly access and manage your files

Do You Want to explore more Integration?

Why iNextCRM

Why Choose Us

Why Onboard to iNextCRM?

Experience the power of streamlined lead management with iNextCRM. Our robust software empowers your business to efficiently capture, track, and convert leads into loyal customers, driving your growth and success.

22%

Higher Predictability

1.5Hr.

Saved Per Day
Per User

11%

Higher Conversion Rate

35%

Higher Retention Rate

Frequently Asked Questions (FAQ)

Your Questions, Answered for Staff Role Management

Creating staff profiles is simple within iNextCRM. You can easily set up complete staff profiles, including profile pictures, passwords, and specify departments and other relevant information, ensuring a comprehensive staff directory.

The 360-degree staff view provides a holistic perspective of your staff members. It allows you to access staff time logs, notes, projects, timesheets, and more, enabling effective monitoring and management of their activities.

iNextCRM offers flexible staff permission management. You can take control of staff permissions by assigning roles or customizing permissions as required. Furthermore, you can update roles to apply updated access settings to multiple staff members simultaneously, ensuring consistent and efficient management of staff permissions.

Shape Image
Quiety
Project Management
Project Management
Shape Image