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Your CRM user profile: the name and photo your team sees

One personal account holds your name, email and photo and belongs only to you. Each business you are part of also keeps its own profile for you, so you can look different at each one.

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Your name and photo in CIPHER CRM

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Your user profile in CIPHER CRM is the name and photo your team sees.

A personal account holds your name, email and photo and belongs only to you.

Each business you are part of also keeps its own profile for you, so you can appear one way at one and another way at the next.

A live preview shows a new photo before you save it, and one login covers them all. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

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Definition

What is a user profile in a CRM?

A CRM user profile is how you appear inside the CRM: the name and photo your teammates see next to your work. In CIPHER CRM that identity has two parts. Your personal account belongs to you alone and follows you everywhere. Your workspace profile belongs to you inside one company, so each business you work with sees the profile you set up there.

CIPHER CRM splits a user's identity into two layers. The first is a global personal account with your name, email and avatar, which you own no matter how many companies you work with. The second is a profile inside each workspace, kept separate from the others, so the same person can present differently to different companies. A freelancer who works with two firms, or an owner who runs two businesses, does not have to pick one face for both. Profile photos upload with a live preview, so you see the crop before anyone else does. Every user also gets a personal referral code that copies in one click. Because workspaces in CIPHER CRM are fully isolated from each other, what you set up in one company stays in that company. CIPHER CRM is made by CIPHER Craft Pvt. Ltd. and is used by 192+ businesses across 31 industries.

Your name and photo in CIPHER CRM
The problem

What happens without user profiles

You help out at two companies and both see the same name and photo, even though you hold a different job title and a different role at each one.

Changing your photo for one client means it changes for every company you work with, so you stop bothering to keep it current.

You upload a new profile picture, it lands cropped badly, and you only find out when a teammate points it out.

Your personal login and your work identity are tangled together, so it is never clear what belongs to you and what belongs to the business.

What slips without Your name and photo
Capabilities

What you can do with user profiles

  • One personal account for you

    Your name, email and avatar live in a single personal account that belongs to you, not to any one company you work with.

  • A separate profile in each workspace

    Every workspace you join keeps its own profile for you, so the way you appear at one company does not have to match the way you appear at another.

    multi-company crm

  • See your photo before you save it

    Profile photo upload shows a live preview as you pick the image, so you know how it will look before your team sees it.

  • Your referral code, one click away

    Each user has a personal referral code with a copy button next to it, so you can pass it on without typing it out.

  • Switch companies without mixing them up

    When you move between workspaces, each one shows the profile you set up for it, and nothing from one company leaks into the other.

  • Keep separate logins apart too

    If you also run a completely different login, you can add it as a second account in the same browser and flip between the two.

    crm multiple accounts
Why CIPHER

Why user profiles are better in CIPHER

Most CRMs treat a user as one flat record tied to one company. We built CIPHER CRM for people whose working life spans more than one business.

  • Two layers, on purpose

    Your personal account and your workspace profile are different things in CIPHER CRM, so you never have to bend one identity to fit every company.

  • Isolation that goes all the way down

    Each workspace has its own data, branding and team, and your profile there sits inside that wall like everything else.

  • Small touches done properly

    A live photo preview and a one-click referral code sound minor, yet they are the details people notice every day.

  • Nothing extra to buy

    Profiles come with every account in every plan, so there is no add-on for people who work across several companies.

How it works

How user profiles work in CIPHER CRM

  1. Set up your personal account

    Add your name, email and avatar once. This is the part of your identity that belongs to you.

  2. Join or create a workspace

    Each workspace you belong to starts its own profile for you, separate from every other company.

  3. Shape each workspace profile

    Set how you want to appear to that company, and upload a photo with a live preview before you save it.

  4. Share your referral code

    Open your profile, press copy next to your personal referral code and send it to whoever you like.

In action

User profiles in action, by industry

Consulting

A consultant works inside three client workspaces at once and keeps a separate profile in each, so every client sees the name and photo that fits that engagement.

Architecture & Design

A freelance interior designer who helps two studios keeps one personal account and a different workspace profile at each studio, instead of one profile that suits neither.

Financial Services

A bookkeeper who serves several small firms moves between their workspaces and each firm sees her profile as she set it up there, with nothing crossing over.

Media

A video editor on contract with two agencies swaps in a fresh headshot for one of them and checks the live preview first, while the other agency keeps the old photo.

Real Estate

An owner who runs a rentals business and a sales office as two workspaces keeps his personal account in one place and presents differently to each team.

Compare

User profiles: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Identity across companies One personal account plus a separate profile per workspace A name typed into each sheet by hand Usually one flat profile tied to one company
Presenting differently per company Built in, each workspace profile stands alone Not possible in any real sense Often needs a second login or a second email
Profile photo Upload with a live preview before saving No photo at all Upload and hope the crop works
Separation between companies Each workspace fully isolated, profile included Files shared around by hand Varies, some share one directory across accounts
Referral code Personal code with one-click copy Not available Often hidden in a separate program
Your name and photo

See user profiles in action

Choose how your team sees you, with a separate profile in each business you are part of. Each business you work with sees the profile you chose for it, not a one-size version.

See it live - book a demo
Why it's worth it

What user profiles change for your business

See how CIPHER CRM solves this

Show up right at every company

Each business you work with sees the profile you chose for it, not a one-size version.

Your identity stays yours

The personal account is yours to keep, so moving between companies never means starting from zero.

No surprises with your photo

The live preview means the picture your team sees is the one you meant to upload.

Cleaner lines between businesses

Owners and freelancers who work in several workspaces keep each company clearly apart.

Ready when you are

See user profiles on your own data

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Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

User profiles frequently asked questions

FAQ

User profiles - your questions answered

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What is the difference between my personal account and my workspace profile?

Your personal account holds your name, email and avatar and belongs to you across CIPHER CRM. A workspace profile is the separate profile you keep inside one company. You have one personal account and one workspace profile for each workspace you belong to, so each company sees its own version.

Can I look different in two companies I work with?

Yes. Because each workspace keeps its own profile for you, the same person can present differently across different companies. A consultant, freelancer or owner of two businesses can set up each workspace profile to suit that company without touching the others.

Can I preview my profile photo before saving it?

Yes. When you upload a profile photo, CIPHER CRM shows a live preview of the image straight away. You can check how it looks and choose a different picture if the first one does not work, all before your teammates see anything.

Where do I find my referral code?

Every user has a personal referral code on their profile, with a copy button right beside it. One click puts the code on your clipboard, so you can paste it into a message or an email without typing or misreading it.

Does changing my profile in one workspace change it everywhere?

Your workspace profile in one company is kept separate from your profile in any other company. Workspaces in CIPHER CRM are fully isolated from each other, so the way you set yourself up in one business stays inside that business.

Is this the same as adding a second account?

No. Workspace profiles are for one person who belongs to several companies under a single login. Adding an account is for a completely separate login, which you can sign into in the same browser and switch to without being signed out of the first.

Do workspace profiles cost extra?

No. Personal accounts and workspace profiles are part of every CIPHER CRM plan. Every feature comes in every plan, so there is nothing to add or pay for if you work with more than one company. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Glossary

User profiles terms, defined

  • CRM user profile

    The name, photo and details that show who you are to your teammates inside a CRM.

  • Personal account

    Your own identity in CIPHER CRM, with your name, email and avatar, that stays with you across every company.

  • Workspace profile

    The separate profile you keep inside one company's workspace, which can differ from your profile in another.

  • Referral code

    A personal code tied to your account that you can copy in one click and share with others.

For your industry

See user profiles in your industry

All 31 industries

Logistics & Transportation

Freight enquiries chased on time

Healthcare

Every patient call-back remembered

Financial Services

KYC papers filed, expiry dates flagged

Real Estate

Site visits to bookings, all tracked

Ecommerce & Retail

Repeat buyers known by name and history

Education

Each admission enquiry followed up

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