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CRM and employees

Leads, accounts, deals, projects and tasks, and giving your team CRM-only logins.

The CRM holds leads, accounts, contacts, deals, projects, tasks and your team (including time off). Your advisors see the CRM, so their advice reflects your real pipeline and workload, and they can create and assign tasks.

Invite your team

  1. Go to CRM → Team and add a team member with their email.
  2. They get an invitation to create a CRM-only login.
  3. Employees see only the CRM. Never the boardroom, Company Brain, financials, reviews or contracts. The database enforces this, not just the menus.

Grok Bot and your team

With Grok Bot connected, advisors can draft messages to employees (for example a task reminder) that go out through Grok, which checks with you first.

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