Hi everyone,
I’m currently implementing SendPulse CRM for a team of 50+ users, and I’ve come across a few structural limitations related to permissions, data visibility, and file management.
I’d like to share these points here to understand:
👉 Is anyone else facing similar challenges?
👉 Are there recommended workarounds or configurations that I might be missing?
1. Contact Visibility vs Deal Ownership
Our goal is simple:
Sales reps should see only their own deals, and
Only the contacts related to those deals
However, the current behavior creates a challenge:
If we restrict contact access, deals appear without contact information, which breaks the sales workflow
If we allow access to contacts, users can see the entire contact database
Also, when transferring a deal to another user, the contact is not automatically visible if access is restricted.
➡️ This forces a trade-off between data privacy vs usability, which is not ideal.
Has anyone found a way to ensure users can see only the contacts linked to their deals?
2. Access to CRM Settings by Limited Users
We’ve noticed that even users with limited roles can:
Access CRM settings (from Deals, Contacts, Tasks screens)
Create/edit/delete custom fields
Manage tags (which become global for all users)
Change default ownership settings
➡️ This creates risks in terms of data governance and system integrity
Is there a way to restrict these actions to admin-level users only?
3. File Management Permissions
Another point is the file management feature:
Once access is granted, users can view and edit all files from all users
There’s no clear separation between private vs shared files
At the same time:
If we don’t enable this feature, users cannot attach files to deals or emails, which impacts sales operations (e.g., sending proposals)
➡️ Ideally, it would be great to have something like:
Private folders (default)
Shared folders (configurable permissions)
Has anyone implemented a workaround for this?
Final Thoughts
We’re really committed to using SendPulse as our main CRM, but these points directly impact:
Data privacy
User access control
Sales team efficiency
Scalability of the operation
If anyone from the community — or the SendPulse team — could share guidance, best practices, or confirm if these improvements are on the roadmap, it would be extremely helpful.
Thanks in advance!