Discover Why Over 1000+ Professionals Trust SunbaseData As The Platform To Build & Grow Their Business..

TOOLS FOR ADMINISTRATIVE MANAGEMENT

Manage Admin With
Micro-Level Control Settings

SET USER ACCESS CONTROLS

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Create profiles for each role in your company to control what functions & info are accessible to users.

ENABLE / DISABLE FEATURES AS NEEDED

Turn on/off the features which appear to minimize the platform to what is needed and being used.

INFORMATION MANAGEMENT

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Choose which tabs & fields are visible, hidden, locked, required, and able to be edited per role.

ASSIGN USERS TO MANAGERS & TEAMS

Build team of users and assign them to specific managers for reporting and scope restriction.

ADD CUSTOM FIELDS & LIST OPTIONS

Create fields and choose which screen they appear on so you can capture the information for records.

INTERNAL CHAT, NOTIFICATIONS, & TAGS

Increase communication with other users using the chat messaging, notifications, and @ mentions.

Explore how businesses can use SunbaseData to manage their complete sales process from Lead-to-Five Star Review-to-Referral.

See what customers have to say about SunbaseData..

Once we got Sunbase in place, our sales team immediately experienced a jump in conversions just from the improved tracking. As we used it more, we saw patterns that showed us what gets the best results.

I’ve been in business for 25 years and always used paper, folders, and an office full of filing cabinets.  It’s incredible that technology makes it where I can walk around with everything on my phone.

Finally having the right systems to keep everything managed has been a huge factor in our company’s success.  I’ve personally seen my boss’s mood change from not carrying everything around with him all the time stressed out!

Joseph
Sales & Marketing Director

Walter P.
Owner & Active Manager

Maria K.
Executive Assistant

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