See team edits live with a real-time collaboration CRM

Yes. When a teammate changes a record in CIPHER CRM, the change shows on your screen automatically, with no refresh. This covers leads, customers, tasks, projects, proposals, estimates, invoices, credit notes, expenses, chat and the customer portal, for every user on every plan.

Yes. CIPHER CRM shows which of your teammates are online right now. It helps when you want a quick answer, need to hand over a lead or task, or simply want to know who is around before you send a message in chat.

Multi-tab sync means that if you have CIPHER CRM open in more than one browser tab, a change in one tab shows in all the others straight away. You will not come back to an old tab and carry on from a version that is already out of date.

Each person sees the other's changes arrive on their screen as they happen, so it is clear straight away that someone else is working on the record. That makes it far less likely that two people overwrite each other without knowing, which is the usual problem with shared files.

Yes. Real-time updates in CIPHER CRM reach the customer portal as well, so when your team changes something a client can see, their view keeps up without a reload. That saves both sides from asking whether a document or project is up to date.

No. Real-time collaboration runs in the browser as part of CIPHER CRM. There is nothing to install and no setting to turn on. Open the app, sign in, and your screen starts showing your team's changes as they happen. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Yes. Live updates, the online indicator and multi-tab sync are part of CIPHER CRM for every user, because every feature is included in every plan. There is no collaboration add-on to buy later as your team grows. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.