Groups of CRM

A collaboration tool can be particularly beneficial if a specific group operates as its own financial unit or if the management of the group's data needs to be assigned to a particular individual. The tool should be adopted in such cases.

The group can have a designated name, owners, members, and its own billing basis.

The group owner is also given a role that defines what they can see regarding their group or other organizational activities in the admin management.

The group owner can be granted permissions to update the contact information of group members, as well as to add and remove members.

The owner can also handle and send invoices related to their group and view financial reports pertaining to the group.

Thus, different groups operating under the organization can fully benefit from the system, taking GDPR into account.

Additionally, the organization's operations are streamlined as all groups' finances are managed within the same system, eliminating the need for maintaining separate spreadsheets.