Start state
Invite and govern
Manage users, roles, groups, and permissions from the admin workspace.
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Production workspace access is gated while the CRM data plane is being rebuilt.
Request accessAdmin Console
Control users, permissions, billing, integrations, security, and platform health.
A production admin layer for managing CRM.me access, settings, compliance workflows, provider keys, and operational health.
Built for
RevOps, IT, sales operations, security reviewers, and platform administrators.
Availability
Implemented locally; production credentials required
Admin surfaces are implemented, with live operation dependent on production provider credentials, monitoring, and deployment smoke proof.
Production secretsProvider setupPost-deploy smoke
Admin workspace
System health overview
UsersRole managed
Security2FA ready
ProvidersVaulted keys
Product Theater
Inspect the workflow before signup
Each step shows the start state, CRM.me action, result state, and proof language for this product route instead of relying on generic feature copy.
Admin workspace
CRM
60+
Connectors
Sync
Bi-directional
99.9%
Uptime
Admin workspace
System health overview
Desktop, tablet, and mobile route captures · poster integrations-console.png · fallback integrations-console.png
Interface preview, not release proof
CRM.me action
Invite and govern
Manage users, roles, groups, and permissions from the admin workspace.
Result state
Role managed
Users moves into the product surface without losing record context.
Proof
Admin claims are tied to built admin, settings, health, and compliance routes.
Live launch still requires real production secrets and provider credentials.
Workflow
How the workflow moves from signal to action
Every page maps to shipped CRM.me surfaces or explicitly calls out the production credentials required before a workflow goes live.
1
Invite and govern
Manage users, roles, groups, and permissions from the admin workspace.
2
Configure services
Store provider keys, billing settings, webhooks, and integration toggles.
3
Monitor and respond
Use health, audit, GDPR, and feedback surfaces to keep operations clean.
Access control
Keep the right people in the right areas.
- Roles
- Groups
- Permissions
- User lifecycle
Operational controls
Surface the settings that affect live production behavior.
- Provider vault
- Billing
- Feature flags
- System health
Compliance workflows
Make security and privacy operations visible.
- Audit logs
- GDPR export
- GDPR delete
- 2FA settings
Claim Guardrails
Source-verifiable launch copy
These pages avoid fake customer counts, fake certification language, fake marketplace approval claims, and unsupported revenue-lift claims.
Admin claims are tied to built admin, settings, health, and compliance routes.
Live launch still requires real production secrets and provider credentials.
Destructive actions should retain confirmations before production traffic.
Related Workflows