MULTI-BRANCH & TEAM OPERATIONS

All Your Office Branches & Teams. Under One Master Roof.

Isolated workspaces designed for growing organizations. Empower your team with granular user roles, shared team calendars, and task assignments to synchronize all operations seamlessly.

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Central Management & Multi-Branch Support

Create distinct, isolated workspaces for different branches, brands, or departments under a single master subscription. Switch between offices instantly with a single click.

Granular User Roles & Permissions System

Define customized roles such as sales agent, coordinator, branch manager, or administrator. Precisely restrict who can view which lead database or export records to Excel.

Shared Team Calendars & Task Deployments

Schedule consultations, meetings, and calls on a synchronized team calendar. Assign tasks with firm due dates, and receive instant alerts upon completion.

ORGANIZATIONAL SECURITY & SYNC

Synchronize Your Team & Branches Seamlessly.

The İri CRM Multi-Workspace module provides an isolated and secure department management infrastructure for your growing business. Group different physical branches or teams under a single corporate subscription; manage your data, staff roles, and calendar events in perfect synchronization.

Isolated Workspaces

Build completely independent customer databases for each branch or department, managing space switching in one click securely.

Granular Role-Based Permissions

Restrict exactly which data elements representatives or coordinators can view, and define who holds permission to perform Excel exports.

Shared Team Calendar & Tasks

Organize your team's consultations on a shared calendar, making follow-ups simple by assigning firm due-date tasks.

Workspace Management Guide

01 / CENTRAL BRANCH CONTROL

Switch between spaces securely in a single click. As an administrator, monitor the live revenue and lead volumes across all offices instantly.

02 / GRANULAR SECURITY CONTROL

Update coordinator or agent access permissions in minutes. Prevent unauthorized downloading of sensitive prospect records completely.

03 / TWO-WAY GOOGLE CALENDAR SYNC

Sync all team calendar appointments and tasks two-way with Google Calendar seamlessly, ensuring zero missed appointments.

How Multi-Workspaces are Structured

Three easy steps to establish organizational security and operational efficiency.

01

Define Office Branches & Spaces

Create independent workspaces from your dashboard to represent your physical offices, brands, or departments.

02

Invite Staff & Configure Permissions

Invite team members via email and assign security profiles defining their access boundaries for viewing and exporting data.

03

Coordinate Agendas & Track Daily Tasks

Coordinate team schedules, assign tasks to agents, and monitor operational performance from a single consolidated control room.

S.S.S.

Workspaces Frequently Asked Questions

Only if you allow it! Our granular permissions engine lets you restrict representatives to only access leads assigned to their branch or to themselves.
Yes! İri CRM offers seamless integration to synchronize your tasks and appointments two-way with Google Calendar and other calendar apps.
Absolutely not! İri CRM scales with your business, allowing you to add unlimited coordinators, sales agents, and managers as your organization grows.

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