A CRM for teams that need real access control
Most small CRMs assume everyone can see and edit everything. That assumption breaks the first time you have a confidential deal, a revenue figure someone should not see, or a person who should only touch their own pipeline. NeoKivo layers real access control — roles, per-deal visibility, financial masking, an audit log — on top of the same pipeline. It matters most for agencies deciding which roles ever see commission and deal-value figures, but any team with confidential deals benefits the same way.
The problems we fix
- Everyone can see and edit every deal, including the sensitive ones.
- People can see commission and revenue figures they should not.
- There is no way to restrict a confidential deal to the people working it.
- No record of who changed a role, a team, or exported data.
Control who sees and does what
NeoKivo ships role-based access control: six built-in roles plus custom roles you define, with granular permissions over editing, finance, fields, users, and exports. Permission composes with visibility, so someone can see a deal without being able to edit it, and access reflects how your team actually works.
Some deals are not for everyone
Each deal has a visibility setting (private, team, pipeline, or workspace), and before you change it, NeoKivo shows you exactly who will gain or lose access. Confidential deals (a sensitive account, a key hire, an acquisition) stay with the people working them, not the whole company.
Hide the numbers, keep the receipts
Financial masking hides deal values and commission figures from any role without those permissions, entirely, not just partially. An audit log records role, team, membership, and export changes: the governance trail a growing team eventually needs.
FAQ
Does NeoKivo have roles and permissions?+
Yes. It includes role-based access control with six built-in roles plus custom roles, granular permissions, per-deal visibility (private, team, pipeline, or workspace), financial masking, and an audit log.
Can I keep some deals private to certain people?+
Yes. Every deal has a visibility setting, and NeoKivo previews who will gain or lose access before you change it, so a confidential deal stays limited to the people working it rather than visible to the whole workspace.
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