Entrepreneurship & Small Business

Recommend a CRM that supports hierarchical user and data management?

  • Last Updated:
  • Mar 25th, 2010 3:52 pm
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[OP]
Jr. Member
Apr 27, 2008
112 posts

Recommend a CRM that supports hierarchical user and data management?

Can anyone recommend a CRM that will handle hierarchical user and data management?

As an example of what I mean, I plan to use the same instance of the CRM for my company, affiliate companies and reseller companies. If I create a user Bob, and Bob creates a user Simon, and Simon creates a user Jennifer, Bob should be able to see all of Simon's information (contacts, meetings, sales, reports etc...) and Simon's descendants information (ie. Jennifer), but Simon will not be able to see Bob's information. Likewise, Bob will not be able to see my information, because I am his supervisor. The hierarchical tree can get very deep because of numerous departments across numerous companies.

The only CRM I've investigated so far is SugarCRM and their sales team told me they do not support this. However, since it's open source, I can create this feature, but it would be a lot of work.

Can anyone recommend a CRM that can handle this with as little customization as possible?
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