Agencies and IT teams deploy MaxCore CRM under their client's own brand — same engine, different identity.
People who log in daily.
Sales reps, sales managers, billing staff, and admins — using the web app to manage leads, send quotes, issue invoices, and talk to customers.
Agencies & IT teams who set it up.
Install MaxCore CRM for a client, rebrand it with the client's logo and company details, and wire up integrations — Meta, Google, LinkedIn, IndiaMART, WhatsApp, and email.
Each role sees exactly the modules they need — auditors, executives and admins included.
| Role | Typical access |
|---|---|
| SuperAdmin / Admin | Full access, integrations, user management |
| Sales Manager | Leads, pipeline, WhatsApp, campaigns, workflows, reports |
| Sales Executive | Leads, pipeline, WhatsApp, quotations |
| Billing Executive | Quotations (read), billing, inventory |
| Viewer | Read-only across most modules |
See MaxCore CRM in action with your own workflow. We'll walk you through leads, pipeline, WhatsApp, and tax-compliant billing in 30 minutes.