Team and permissions
Your company's structure, built into the CRM.
Mirror your company from directors to agents, give each role the right access, and keep a record of every change.
On every plan, including Free.
www.whispyrai.com/settings/organization/members
- Your hierarchy, drawn
- The right role for everyone
- Invite in a click
What it does
Everything you need, nothing you don't.
Hierarchy
Directors, managers, leaders and agents.
Roles
Sales, marketing and admin roles.
Franchises
Multi branch setups, arranged with our team.
Feature switches
Turn AI features on per person.
Audit logs
Assignments, status changes and deletions.
Undo a deletion
Take back a lead deletion in the seconds after.
How it works
Set up once. It runs every day.
- InviteAdd your team with their roles.
- StructurePlace them in the hierarchy.
- ControlAccess follows the structure.
Plans
On every plan, including Free.
The team hierarchy is on Growth and Intelligence.
Works with