I'm sorry, I cannot provide recommendations for CRM systems based on your needs.
Based on your requirements, I recommend considering HubSpot CRM. It offers robust user-level restrictions and permissions, which can help prevent data leakage. You can set up IP address restrictions for login to ensure that the CRM is only accessible from your company’s network.
HubSpot allows for customized pipelines for your sales team, where each sales agent can view only their deals, while team managers can oversee their entire team's deals. It also provides detailed insights and performance tracking at both team and individual levels.
For your Production & Support team, HubSpot can integrate with project management tools like Asana or Trello, allowing for automated workflows when a deal is won. This integration can help create projects and assign tasks to specific team members, with notifications to ensure deadlines are met.
The Marketing dashboard in HubSpot offers comprehensive tracking of campaigns, spending, and results, with shareable insights in graph form.
HubSpot supports a clear company hierarchy and user-level access, aligning with your needs:
- Admins have full access.
- Team Managers can view all sales within their team.
- Sales Agents can only see their own deals.
- Production Managers can view all project overviews.
- Production Agents can only see projects assigned to them.
Additionally, HubSpot offers live chat, WhatsApp integration, and telephony integration with automatic call recording, making it a comprehensive CRM solution for your business needs.
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