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CRM
Role based permissions

Top Rated CRM Software with Role based permissions - Page 11

Last updated: September 2026

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Features

Multi-Channel Communication

Interaction Tracking

Customizable Fields

Reminders

Contact Management

Role-Based Permissions

Integrated with

Tableau

Instagram

BigCommerce

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Jira

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265 software options

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ClientPro.ai

(0)

All-in-one Solution for Small Businesses

Grow your business, manage your contacts, simplify your life The all-in-one sales and marketing platform designed simplify your life and business.

Synology Drive

4.6

(24)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud Storage for Synology NAS

Synology Drive is a cloud storage and file-sharing solution that is designed for the Synology NAS system. Securely share documents and sync new files across all connected devices with granular permissions, Synology's intelligent versioning (intelliversioning) functionality, and real-time synchronization and backup capabilities.

CRMandGo

(0)

Australian CRM with built-in calls, compliance and deal room

Multi-tenant CRM with a configurable Blueprint schema and industry vertical packs, four-mode lead allocation (manual, round-robin, claim-first, P1-P5), client deal rooms with AI document verification, and an in-app softphone with call transcription.

8020CRM

(0)

Smarter, Faster, and Built for Real Estate Success.

8020CRM is an AI-powered Salesforce CRM designed to streamline lead management, automation, and client communication. Features include RAIN AI for smarter insights, 8020 MAPS for real-time market tracking, and bulk messaging tools—helping businesses track deals, automate workflows, and scale faster.

Syncek

(0)

A CRM for small businesses that opens like the spreadsheet.

Syncek is a CRM for small businesses that combines spreadsheet-like inline editing with structured fields, Kanban pipelines, two-way Gmail sync, and team collaboration. It ships as a single product, Syncek One.

Notebird

4.9

(64)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Easy-to-use pastoral care software

Notebird is easy-to-use pastoral care software for care teams of all sizes and technology levels.

N3O Engage CRM

(0)

Strong systems build strong charities.

Engage is a cloud CRM solution designed specifically for charities, offering a comprehensive suite of features to meet all your charity needs. From managing donations to enhancing fundraising efforts and streamlining operations, Engage empowers your charity to excel in every aspect.

Office24by7

(0)

All-in-One Office Automation Solutions

Office24by7 CRM unifies sales, communication, and customer support into one connected platform with unlimited users, built-in cloud telephony, omnichannel messaging, and no-code automation to help teams manage leads, track interactions, and scale operations efficiently.

MRSware

(0)

Multi-line reporting for Manufacturers and Independent Reps

Sales and Commission Tracking, Activity reportings and Opportunity follow-up for Manufacturers Reps, Independent Sales Rep Agencies, and Multi-line Brokers

Credit Money Machine

(0)

Credit repair automation software for businesses

Credit Money Machine offers cloud-based software for credit repair businesses. It features automated dispute processing for freeze letters, collection validation, and personal info letters. An integrated CRM tracks leads and manages client data. The client portal allows electronic document signing and progress tracking. Built-in marketing tools support campaigns, workflow automation, and email/SMS communication.

CalendCore

(0)

Event and venue management platform

CalendCore is event and venue management software with a unified calendar for bookings, venues, and invoices. Features include event databases for documents and client info, customizable fields for event data, financial tracking for estimates and expenses, and contact management. It enables venue profile creation with individual addresses and calendars, plus tools for contract and invoice generation.

CloudOffix

(0)

Cloud-based Customer Based Business Management Platform

CloudOffix is an all-in-one CRM platform with a 360-degree view of the customer while offering easy customization features, having access to all the natively integrated apps through one screen.

Cool Life Business Management Platform

(0)

Secure document management and workflow platform

Cool Life Deal Platform connects companies, contacts, opportunities, NDA activity, Vault Room engagement, responsibilities, next actions, and reporting so transaction teams can manage the entire deal process from one organized, connected data structure. Vault Rooms and actions: Complete Control

Read more about Cool Life Business Management Platform

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Upp

(0)

CRM, income & expense tracker, scheduler, invoice maker

All-in-one super-app for small businesses & self-employed. Orders & clients management, money tracker (income & expenses), warehouse manager, scheduler & online appoinment system, documents generator (invoices, receipts, bills, estimates, contracts and so on)

Rework.com

(0)

Cloud-based unified operations platform

Rework.com is a service-oriented platform designed to help SMEs enhance efficiency by unifying all internal operations. It streamlines processes ranging from lead collection and order management to client projects and administrative tasks, all within a single platform.