Share what should be shared. Prove what happened.
Early accessCRM Permissions & Audit Trail
Control who sees which customers, deals and fields, with discount approvals and a full history of every change - included, not an enterprise tier.
- Included in CubeCRM
- UK hosted on AWS
- 01234 672 617
Customer data is sensitive, and not everybody needs to see all of it.
CubeCRM controls access by role, team and territory down to individual records and fields - margin hidden from sales, finance read-only, a confidential client restricted to two people. Discounts past a threshold need approval with a reason. Every change, view of sensitive data and export is recorded in an audit trail: who, what and when. It is all hosted in the UK on Amazon Web Services (AWS), and none of it is reserved for an enterprise contract.
What it does
Six things permissions & audit takes off your plate
All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.
Roles and teams
Permissions by role, team and territory, from own-records-only to everything.
Record and field level
Hide sensitive fields such as margin, or restrict confidential accounts to named people.
Approvals with limits
Discounts and exports routed to the right person, with the decision recorded.
Full audit trail
Every change, sensitive view and export logged with who, what and when.
Single sign-on
Microsoft or Google sign-in, so leavers lose access when their account is disabled.
UK hosted on AWS
Data, backups and support in the UK, with a full export available any time.
How it works
Three steps, and then it looks after itself
Map who needs what
Roles and teams agreed during discovery, from the way you already share information.
Set the limits
Discount thresholds, export rules and any confidential accounts.
Check it any time
The audit trail answers "who changed this?" in seconds.
- Field
Level permissions as standard
- Every
Change recorded, with who and when
- UK
Hosted, backed up and supported
Near you
Permissions & audit, county by county
We work in person across the UK from our base in Olney, Buckinghamshire. These are some of the areas we regularly cover. If you’re not listed, we’ll still come to you. Pick your county to see local coverage, postcode districts and the towns we visit.
Questions
Questions people ask about this
It supports compliance - consent records, access control, audit trails, retention rules and UK hosting - but compliance depends on your own policies and processes too.
Yes. Any field can be hidden or made read-only for a role.
No. Permissions, approvals and audit are in the base product.
Where it fits
Part of these solutions
The same feature, described from the angle of the problem it solves.
Cloud CRM Software
An online CRM hosted in the UK on AWS - nothing to install, nothing to back up, and the same customer record on every desk and every phone.
B2B CRM Software
A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them.
Client Management Software
For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record.
Works with
Features people use alongside it
Contact records
One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline.
See how it worksIntegrations & API
Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included.
See how it worksCase management
Customer queries and complaints as cases on the customer record - with owners, priorities, response targets and the account owner kept informed.
See how it works
See it properly
See permissions & audit with your own customers
A demo using a real enquiry, a real quote and a few of your actual customers tells you more than a scripted one. It takes forty minutes and there is no obligation.
