Team management: roles, permissions and lead assignment

The problem: whose lead is it anyway?

A real estate agency in Pune has four salespeople and one shared IndiaMART login. A buyer enquires about a 2 BHK in Wakad. Two salespeople call him within ten minutes of each other; nobody calls him the next week. Another lead sits untouched because each person assumed someone else had it. Meanwhile a salesperson who leaves takes a phone full of client numbers with him.

Team management in a CRM is about making ownership explicit. Each lead has one person responsible for it. Each person sees what they need and no more. And the owner can see everything without asking.

How team management works in Enkay CRM

Unlimited users, one price

The Business plan includes unlimited users for ₹499 a month or ₹4,990 a year. It is priced per business, not per seat, so adding a new salesperson or a technician does not change the bill. That matters for small businesses where the team grows and shrinks with the season.

Assign every lead to a person

Each lead has an assigned owner. The owner or a manager assigns new leads as they come in from IndiaMART, JustDial or the website, and reassigns them when someone is on leave. The assigned person then sees the lead on their list and its follow-ups on their Today screen.

Ready-made roles

Four roles cover most small businesses:

Custom roles with 14 permissions

If the ready-made roles do not fit, create your own from 14 switchable permissions. Some of the ones owners use most:

• See every lead — without it, a person sees only their own leads and unassigned ones.
• Assign leads and tasks to other people.
• Cancel invoices — so a salesperson cannot quietly cancel a bill.
• Import and export — so your customer list does not leave with a departing employee.

Seeing how the team is doing

The team performance report shows how each person is doing with their leads, and the dashboard shows follow-ups done and open tasks. Together they let an owner review the week without a round of phone calls. See reports.

Working from the phone

Salespeople and field staff use Enkay CRM in their phone’s browser, with a phone layout and a bottom tab bar. They can add it to the home screen. Nothing to install from an app store, and nothing to set up per phone.

When someone leaves

Staff turnover is normal in small businesses. With Enkay CRM, the leads, notes and follow-ups a salesperson worked on belong to the business, not to their phone. When they leave, remove their access and reassign their open leads to someone else; the history, the follow-up dates and the quotations they sent are all still there for the next person to pick up.

Who it is for

• Owners with two to twenty people handling enquiries, where leads are currently shared on a WhatsApp group.
• Businesses with sales and field staff — salespeople who win the job and technicians who do it — who need different access.
• Agencies and institutes that buy portal leads and need to know every one was called. Real estate and coaching institutes are typical.
• Anyone worried about staff turnover taking customer data with them.

What it does not do yet

• No automatic lead assignment. There is no round-robin or rule-based routing; a manager assigns leads.
• No two-factor authentication yet. Sign-in is by a 6-digit one-time code sent by email, or email and password. More on our security page.
• No attendance, GPS tracking or payroll. Enkay CRM tracks leads and work, not people’s locations or hours.
• No team chat. Notes and the activity timeline on each lead keep the context; conversations stay on WhatsApp or the phone.

Setting up your team

1. Decide who needs to see every lead. Usually the owner and a manager. Everyone else sees their own and unassigned leads.
2. Invite each person and give them a role: Manager, Salesperson or Field staff.
3. Switch off import and export for anyone who does not need it, and keep invoice cancellation with the owner or accounts.
4. Assign the open leads so none sit with nobody, and agree who assigns new leads each morning.
5. Review team performance weekly on the reports page.

Which plan includes it

The Free plan is for one user. Multiple users, roles, custom permissions, lead assignment and the team performance report are all on the Business plan: ₹499 a month or ₹4,990 a year, unlimited users. New signups get 90 days of Business features free, which is enough time to put the whole team on it. See pricing, or contact Enkay Technologies to upgrade.

Frequently asked questions

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