Jarvis and workspace · Autessa CRM
Roles, search and settings
Autessa CRM ships with Administrator, Sales Manager, Sales Rep and Read Only roles, global search with semantic related results, keyboard shortcuts, and settings for everything that shapes your process: pipelines and stages, sub-states, transition rules, field requirements, deal health, vocabularies, tags, templates, team, mailboxes, automations, integrations and a re-runnable setup.
The problem
Every sales process is a little different
Your stages, loss reasons and partner types are not the vendor’s. Autessa CRM makes them settings: managers adjust the process, administrators run the workspace, and nothing is deleted from history when you change your mind.
What you get
- Sales Rep: edits rows they own and unowned rows, never deletes or reassigns. Sales Manager: edits anything, deletes, reassigns, changes shared configuration. Administrator: everything. Read Only: no changes.
- Search (Cmd/Ctrl+K) over contacts, companies, deals and notes, with Related (semantic) results for longer queries.
- Shortcuts: N for new deal, / for search on Today, j/k to move, x or Space to select, Ctrl/Cmd+Shift+C to copy a link, Ctrl/Cmd+J for Jarvis.
- Vocabularies: type, source, contact role, loss and backward reasons, objections, signals, meetings, documents, security review, redlines, contract and billing types, procurement, partner and distributor types.
- Workspace: name, staff email domains, currency, fiscal year start, time zone.
- Automations: job health, run now, schedules, triggers and mailboxes.
- Display: compact or comfortable density, small, default or large text, following you between browsers.
- Setup: workspace, defaults, administrator, connect, automations, integrations, finish; re-run any time.
How it works
How does roles, search and settings work in Autessa CRM?
- 1
Run Setup
Seven steps on first use.
- 2
Invite the team
Team & roles: name, email and role.
- 3
Shape the process
Stages, rules, requirements, vocabularies.
- 4
Watch the automations
Job health and run now.
Every option
Settings sections
| Option | What it does |
|---|---|
| You | My email, Notifications, Display. |
| Workspace | Workspace, Shared mailboxes, Automations, Integrations, Setup. |
| Configuration | Pipeline & stages, Deal health, Vocabularies, Team & roles, Tags, Templates, Data map. |
| Safety | Stages and terms are switched off, never deleted; admins cannot demote themselves. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about roles, search and settings
What roles does Autessa CRM have?
Administrator, Sales Manager, Sales Rep and Read Only.
Can I change the pipeline stages?
Yes. Managers edit stages, sub-states, transition rules and field requirements. Stages are deactivated rather than deleted so history stays intact.
Does it have semantic search?
Yes. Longer searches add a Related (semantic) group alongside exact matches.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours