YOUR TEAM. FULLY ALIGNED.
FINALLY.

CxTrack lets you define roles (Admin, Manager, Rep) with granular permissions. Admins see everything. Managers see their team's data. Reps see only their own deals and contacts. You control exactly who accesses what.

Permissions cover data visibility, editing rights, export access, and feature availability. You can restrict who creates automations, who views reports, who edits pipeline stages, and who manages billing, all from one settings panel.

Yes. Every action in CxTrack is logged with a timestamp and user attribution. You can see who updated a deal, changed a contact's status, or modified a workflow. Full accountability for your entire team.

Yes. Email templates, workflow automations, and pipeline configurations can be shared across the organization or restricted to specific roles. Team-wide resources stay consistent while personal assets remain private.

Managers can assign tasks to any team member with deadlines and priority levels. Tasks appear in the assignee's dashboard, trigger notification reminders, and track completion status so nothing gets forgotten.

CxTrack maintains a complete audit trail of all data changes, logins, exports, and permission modifications. This log is immutable and available to admins for compliance reviews, security audits, and internal investigations.