A Structured CRM Foundation for Corporate Teams
Corporate teams coordinate multiple divisions and distinct operational processes. Relecca provides custom roles and permissions, configurable stages, multiple organizations, and activity history on every record.
Target Use Cases
Relecca solves operational issues specific to Enterprises workflows:
Granular RBAC Policies
Control which modules each role can access with custom roles.
Multiple Organizations
Run separate business units as their own organizations, with users switching between the ones they belong to.
Management Dashboards
Compare team performance on leaderboards and review time logged across teams.
Departmental Access Within One Workspace
Enterprise and corporate divisions need colleagues to share a system without sharing everything in it. Permission design is what makes that possible, and it has to be reviewable rather than accumulated person by person.
- Permissions configured per module and sub-module for each role.
- Roles defined centrally and assigned, rather than bespoke rights.
- Permission changes applied to signed-in users straight away.
- Menu options reflecting what each role can actually do.
Structure That Matches a Group
Large organizations rarely deal with a single legal entity. Parent and child company relationships need to be represented, or the same customer appears several times and no report is trustworthy.
- Related organizations linking parent and subsidiary records.
- Multiple stakeholders per account with their roles recorded.
- Custom fields for the qualifying data your sector requires.
- Separate organizations for business units that need their own workspace.
History You Can Review
In a large organization, who changed what and when stops being a convenience and becomes an expectation. Activity history is recorded on every supported record rather than enabled as an add-on.
- Record creation, status changes and reassignments logged with the user.
- Documents attached to the record, with upload metadata.
- Import and export history retained and reviewable.
- Two-factor authentication and email verification.
Set up Relecca for Enterprises
Customize pipelines, create intake web forms, and configure roles in minutes.
Compare plans and pricing, or read our CRM guides.
Move opportunities through stages to see metrics recalculate automatically.