Invite your staff by email and give each person a role. Each role decides what they can open and change, so the right people see leads and deals, and only you touch the settings.
Team is included on Growth, Pro and Ultimate.
As your business grows, you want help answering leads and chasing invoices, but you do not want everyone able to change your website or your billing. WebNewBiz lets you invite staff into the same dashboard by email and give each one a role. A salesperson works the deals. Support reads enquiries. You keep the admin keys. Everyone works in one place, and you decide what each person can reach.
Send an invite to a staff member's email address. They get a link, create their login and join your team.
Pick from admin, manager, sales, support and read-only. The role sets what that person can open and change.
Beyond the role, you can adjust what a person is allowed to do, so access matches the job you gave them.
Give a bookkeeper or a new hire a view that lets them look without changing anything.
See a feed of what your team has done in the account, so you know who did what.
Growth covers 3 people, Pro covers 5, and Ultimate has no team member limit.
When you invite someone, you give them a role. The role is the quick way to set what they can touch. An admin can reach everything, a manager runs the day to day, sales works the leads and deals, support handles enquiries, and read-only can look but not change. You can also adjust the finer permissions for a person, so access fits the job rather than a one-size setting.
This matters because your dashboard holds more than contacts. It holds your website, your store, your billing and your settings. Roles let a salesperson work the pipeline every day without being able to edit your site or see things that are not theirs to see.
There is an activity log that shows what your team has done in the account. If you want to check who changed a deal or replied to a lead, you have a record to look at.
You add team members from the Members area of your dashboard. Enter the person's email, choose their role, and send the invite. They receive a link and set up their own login to accept it. Because each person signs in as themselves, work is tied to a name, not to a shared password.
You stay in control after they join:
How many people you can add depends on your plan. Growth includes 3 team members, Pro includes 5, and Ultimate has no set limit, so larger teams fit without counting seats.
The team that answers your leads is already in the tool that built your website and runs your store. A lead from your contact form lands in the CRM, a sale creates a contact, and your staff work those from the same place. There is no second system to buy, no extra login, and no exporting contacts between tools.
It also means one bill and one set of logins to manage. When a person joins or leaves, you handle it in one spot, and roles keep each person inside the part of the business that is theirs.
Small business owners who are hiring their first help and want staff in the CRM without handing over the whole account, and small teams where sales, support and the owner each need a different level of access.
Every plan costs $1 for the first month, then the monthly price below. Cancel any time.
| Plan | Price | Team |
|---|---|---|
| Lite | $9 a month | No |
| Starter | $29 a month | No |
| Growth | $79 a month | Yes |
| Pro | $149 a month | Yes |
| Ultimate | $199 a month | Yes |
Full details on the pricing page.
How do I add team members to my CRM?
Open Members in your dashboard, enter the person's email and pick a role, then send the invite. They open the link and create a login to join your team.
How many team members can I add?
Growth includes 3 team members, Pro includes 5, and Ultimate has no limit. Choose the plan that fits the size of your team.
What roles can I give people?
You can pick from admin, manager, sales, support and read-only. The role sets what that person can open and change, and you can adjust the finer permissions per person.
Can I limit what a team member sees?
Yes. The role you choose sets the baseline, and you can adjust permissions so a person only reaches the parts of the CRM and dashboard they need for their job.
Which plan includes team roles and permissions?
Team roles are on Growth at $79, Pro at $149 and Ultimate at $199 a month. The cheaper Lite and Starter plans do not include the CRM or team members.
Does the person I invite need an account?
Yes. The invite goes to their email, and they create their own login to accept it. That way each person signs in as themselves and their work is tied to their name.
Can I remove someone when they leave?
Yes. You manage your team from the Members area, where you can change a person's role or remove them at any time.
Can I see what my team has done?
There is an activity log in the account that shows a feed of what your team has done, so you can check who changed or handled something.
Start your website and CRM for $1, then invite your team and give each person the right role.
Create your website for $1