Act 3 · Deliver — the seventh step
Team management, built into your CRM.
Team management software that lives where the work does — assign people across projects, set role-based permissions, and invite your whole team, all on the same records your deals and delivery run on. Workload and timesheets are on the way.
The short version
What is team management software?
Team management software organizes the people doing the work — who's on the team, what they can access, and what they're assigned to. KudosCRM does it inside the CRM: a console with roles, bulk invitations, role-based permissions, and assignment of people to the projects and tasks they're delivering — so the team and the work live on the same records.
The problem
Who's on what, and who can see what — neither is clear.
Managers can't see who's assigned where, and access to data isn't controlled by role. Assignment lives in someone's memory, access is all-or-nothing, and onboarding a new hire means clicking through a dozen screens one person at a time.
- No clear view of who's assigned across projects
- Access that isn't controlled by role
- Onboarding and off-boarding done one person at a time
How KudosCRM handles it
Assign the work, set the access, invite the team — on one record.
Assign work across projects, set role-based permissions, and see per-project budget across the team — so the right person picks up the right work. (Workload view & timesheets are coming soon.) Roles enforce who sees what, bulk invitations onboard everyone at once, and deactivate-with-successor keeps work from dropping when the team changes.
The team system
Assign it, gate it, invite them — without leaving the CRM.
Assignment, roles and invitations all run on the same records the work lives on — so the team and the delivery stay in sync.
Assign work across every project
Add people to a delivery project and assign the tasks — so the right person picks up the right work, and you can see who's on what across the projects you're delivering.
Project assignmentRole-based access that keeps data right
Admin, manager, member and viewer roles control what each person can see and do — enforced by a layered, deny-wins permission engine, with per-role and per-user overrides on the record.
Roles & accessInvite your whole team
Send bulk email invitations, watch who's pending, and resend or revoke in a click — onboarding the team is a list, not a one-by-one chore.
InvitationsBudget as a team signal
Each delivery project shows its budget against what you've invoiced — a shared signal of where an engagement stands, right on the project the team is working.
Project budgetMembers with the right access
On a project, people are owners, editors, viewers or clients — each role sees exactly what it should, and members auto-follow so the right people get the updates.
Project membersOff-boarding without dropped work
Deactivate someone and reassign their open tasks, deals and contacts to a successor in the same move — so nothing falls through the cracks when the team changes.
User managementThe differentiator
Team management belongs where the work is.
Assignment, access and budget-health all sit on the same records your deals and projects run on — so managing the team isn't a separate tool you keep in sync by hand.
Assignment where the work is
People are assigned to the projects and tasks they're delivering — so 'who's on this?' is answered on the work itself, not in a separate resourcing tool.
Access that follows the role
Permissions are enforced by role across the whole CRM, so the right people see the right records without a spreadsheet of who-can-do-what.
One shared signal of health
Per-project budget vs invoiced gives managers and the team the same read on where an engagement stands — on the project, not in a side report.
What's actually in the box
Everything Team gives you today.
Live today, unless marked Soon — capabilities we're building, shown honestly rather than hidden.
People & roles
User console — search, filter & edit your team
Roles — admin / manager / member / viewer (+ sales overlay)
Deactivate / reactivate with undo
Deactivate-with-successor — reassign open work on the way out
Reset a user's password
Invitations
Bulk invite by email
Pending-invitations panel
Resend & revoke invitations
Accept & join flow
SCIM auto-provisioning Soon
Assignment & access
Assign users to a project — owner / editor / viewer / client
Assign tasks to a person
Role-based access — 7-layer, deny-wins enforcement
Per-role & per-user permission overrides (audited)
Editable permission-matrix admin UI Soon
Project owner transfer Soon
Budget signal
Per-project budget vs invoiced
Team-wide budget roll-up board Soon
On the roadmap
What's coming to Team.
We'd rather show you the roadmap than fake a screenshot. These are in progress, not live — ask us where they stand if one is a deciding factor.
Workload & capacity view
A board of who's loaded and who's free, with a free / steady / busy / overloaded read per person. The engine that rolls this up exists — the screen is what's coming.
Timesheets & billable hours
Logging time across the team for utilization and billing. Today you can set an estimate and log minutes on an individual task; team timesheets are next.
Teams & squads
Grouping people into named teams. Today the workspace is a flat roster with roles; named teams and squad-level views are on the way.
See it in the product
From the console to the project.
Manage the team in one console
See everyone, search and filter, set each person's role, reset a password, or deactivate-with-successor — and invite new people in bulk from the same screen.
User console — roles & invitations (preview)
Assign people to the work
Add members to a project as owner, editor, viewer or client, and assign the tasks — so who's responsible for what is clear on the project itself.
Project members & assignment (preview)
Go deeper
Related features
FAQ
Team management, answered
Run the team
Assign the work and set the access in one place.
Start free. Bring your whole team. Cancel whenever (you won't).