Team collaboration

Your team, working off one record.

Permissions, notes, tasks, and a live activity trail. Everything a growing team needs to move fast without stepping on each other or losing the context that wins the deal.

CxTrack team settings showing role-based access controls

What your team gets

Coordination built into the work, not bolted on after

Each of these lives on the same customer record the rest of CxTrack runs on. No second tool to sync, no context left in someone's head.

Role-based access

Decide exactly who sees what. Reps work their own deals, managers see their team, owners see everything. One settings panel, no spreadsheets of who can touch what.

Internal notes and mentions

Leave context on any record and mention a teammate to pull them in. The note lives with the customer, so the next person never has to ask what happened.

Task assignment

Hand off work with a deadline and a priority. It lands in their day, reminders fire on their own, and you can see what is done without asking for an update.

Activity feed

A live record of who did what and when, tied to the customer it touched. Everyone is on the same page because the page writes itself.

Performance view

See output by person and by team without building a report. Recognise the people carrying the load and spot where a deal is stalling before it goes cold.

Audit logs

Every change, login, and export is logged with a timestamp and a name. An immutable trail your admins can pull for a security review or a compliance check.

How it works

Three steps to a team that runs itself

Set up the team

Invite your people, assign roles, and define what each role can see and do. The structure of your business, mapped once.

Work in context

Mention on deals, assign tasks, leave notes. Everything is tied to a real customer record instead of scattered across chat threads.

See what is working

The performance view shows who is moving the needle. The activity log shows the work behind it. Accountability without micromanaging.

Questions

The things teams ask first

How does role-based access work?+

You define roles such as owner, manager, and rep, each with its own permissions. Owners see everything, managers see their team, reps see only their own deals and contacts. You control precisely who reaches what.

What can I configure per role?+

Data visibility, editing rights, export access, and feature availability. You decide who creates automations, who views reports, who edits pipeline stages, and who manages billing, all from one panel.

Is there an activity log?+

Yes. Every action is logged with a timestamp and the person who did it. You can see who updated a deal, changed a contact's status, or modified a workflow. Full accountability for the whole team.

Can teams share templates and automations?+

Yes. Email templates, workflow automations, and pipeline configurations can be shared across the organization or restricted to specific roles. Shared resources stay consistent while personal ones stay private.

How does task assignment work?+

Managers assign tasks to any team member with deadlines and priority levels. Tasks appear in the assignee's day, trigger reminders on their own, and track completion so nothing slips.

Is there an audit trail for compliance?+

CxTrack keeps a complete, immutable trail of data changes, logins, exports, and permission edits. Admins can pull it for compliance reviews, security audits, and internal investigations.

Have a question about setting up your team? manik.sharma@cxtrack.com

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