Make team work flow more efficient with user & group hierarchies.

Users and Groups

An important feature of any CRM is the ability to view the big picture. Teamwork becomes easier and time is not wasted when those who need to can view work accomplished by others. When creating your account, it’s useful to divide all users into user groups, each with their own set of access permissions. Lead management and tracking is made easier with user groups. Using triggered actions, incoming leads can be distributed in "round-robin" style between user groups, and between users within that group based on criteria within the form. With user groups it becomes easy to divide your users into teams. The four most common types of user groups are:

Admin - Any user in an admin group has complete access rights to the entire system.
User - Any user in a user group has access rights that can be set by persons with proper permissions.
Affiliate - Affiliates are users who deliver leads to your system.
Clients - Clients are users who have leads delivered to them. Permissions for reseller clients can be limited significantly.

Administrative Group

The administrative group is at the top level, maintaining access to all information and permissions for all functions. As the Administrator, you are in control of all permissions for every group created after and associated with your own. There can be only one Administrative group. While there can be as many users in this group as necessary, the permissions of each user in the Administrative group can be adjusted on an individual basis. No other group is able to adjust the permissions of this group.

User Groups

When you begin a relationship with AIMcrm, separate user groups can be formed that are associated with your account. When creating these groups, a proper hierarchy must be achieved. When users are divided into groups in an appropriate way, permissions can be changed in the blink of an eye. Since permissions flow downward, those that you disallow at the Organizational level cannot be changed by anyone within that Organization.

Affiliate Groups

Sometimes many Affiliates must tracked in a given month. If your goal is to manage a high volume of leads from different affiliates, permissions need to be managed quickly. This is easily accomplished with the AIMcrm system. Affiliate groups can be created and easily viewed so that changes can be made quickly.

Client Groups

When you resell leads, those purchasing your leads are client groups. Each client group will only have access to information determined by the administrator group.

Automations by Group Saves Time

Using the powerful marketing automation capabilities within AIMcrm, automatically assign leads to an entire group for distribution. Upon entry, leads can be automatically dispersed to the members of a certain group based on criteria you determine.