FIG 0.0 · TEAM

Everyone sees exactly what they should.Not a single figure more.

Invite your people, give each one the right role, and hide your margins in one click. À-la-carte roles across ~70 keys, 5 privacy locks, a Québec HR vault — plus your AI agents in the same directory.

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No credit card required.

toncrm.io team management: members, roles and permissions
FIG 0.1 · PRIVACY

Uncheck a lock. The figures turn into dashes.

The #1 fear of a contractor who hires: showing their margins to a field employee. A single lock settles it.

“See financial figures” unchecked replaces budgets, rates, margins and totals with dashes across 15+ screens. Owner and admin keep full access, enforced server-side.

FIG 0.2 · THE 5 LOCKS

Five switches, on top of the menus.

Orthogonal to menu permissions: each lock hides one type of data everywhere in the CRM, regardless of what the role can open.

Financial figures
Budgets, rates, margins and totals → dashes.
Coworkers' hours
Everyone sees their own hours, not others'.
Client prices
Hides what the client pays on records.
Internal costs
Your cost prices stay yours.
Editing master records
Who can modify the reference records.
vs the others: JobTread and Buildertrend have a single “see the figures” switch. Salesforce has complex field-level security to configure. Here, five clear locks on an all-in-one CRM.
FIG 0.3 · ROLE EDITOR

A “Technician” role that sees just its job site.

Check what shows, section by section, across ~70 navigation keys. Per-tab project sub-permissions let a role see Tasks and Photos of a job site without ever touching Quotes, Profitability or contracts. “Check all” per section to move fast.

vs the others: most general-purpose CRMs manage access by broad zones. Here, right down to a job site's tab.
ProjectsTasks · PhotosVisible
PunchHis own hoursVisible
Quotes & ProfitabilityHiddenHidden
InvoicingHiddenHidden
ContactsHiddenHidden
Marie-Claude RoyOwner
ClodyneFR-CA voice · transfer priority 1AI agent
OracleCRM intelligence · textAI agent
Stéphane PitreTechnician
FIG 0.4 · HUMANS + AI

Your AI is a member of the team.

Clodyne (FR-CA voice) and Oracle (text) join the same directory as your humans, with a number, an avatar and an emergency transfer priority. One single page to manage the real world and the AI.

FIG 0.5 · QC HR VAULT

Your T4s and RL-1s, filed by employee.

Pay stubs, RL-1, T4, record of employment, T4A: uploaded by the admin, found by the employee in their account. Natively Québec, not a generic file module.

The vault stores the slips — it doesn't generate them. It's not payroll software.

Documents · Stéphane Pitre
Pay stub — 2026-06-15
RL-1 2025
T4 2025
Record of employment
Paste 100 emails, pick a role
anne@equipe.cainvited
marc@equipe.cainvited
luc@equipe.cainvalid email
One invalid email doesn't abort the others
FIG 0.6 · BULK INVITE

Invite 50 employees in one shot.

Up to 100 emails in one pass, atomic per line — one invalid address doesn't abort the rest. And you know if it bounced: an “Email not delivered” badge shows up when the address marks spam or fails.

FIG 0.7 · ORACLE

Ask Oracle: who's overloaded?

Oracle lists your team, calculates the load — deals, tasks and contacts per member — then can invite or deactivate, directly in plain language.

Who's overloaded on my team?
Oracle
Stéphane Pitre carries 14 active deals + 9 overdue tasks — the most loaded. Anne has 3. Want me to redistribute?
Invite marc@equipe.ca as Technician
Oracle
✓ Invitation sent to marc@equipe.ca with the Technician role.
FIG 0.8 · WHEN AN EMPLOYEE LEAVES

An employee leaves, their access dies instantly.

Deactivating revokes all their sessions immediately — no waiting for a token to expire. And a cron warns owners about dormant accounts 90 days or more.

Deactivate
Sessions revoked
Tokens cut
Access = 0
vs the others: many tools wait for the token to expire before closing a session. Here, it's instant, server-side.
FIG 0.9 · THE DETAILS THAT MATTER

The kind of thing you only notice when it's missing elsewhere.

Project tabs by role
A role sees a job site's Tasks and Photos without seeing Quotes, Profitability or Invoicing.
Deactivation = sessions cut
Deactivating a member revokes all their tokens instantly, not at expiry.
An admin can't remove an admin
Hard server-side rule: only an owner manages the other admins. The last owner is untouchable.
Manager hierarchy
“Reports to” with server-side cycle detection — no absurd org loop.
Real delivery status
An “Email not delivered” badge shows when an invitation bounces or marks spam.
Caller ID separate from your cell
The number the client sees is separate from the one the call rings on — a pro image without revealing your personal line.
Dormant account alert
A cron warns owners when a member is inactive 90 days or more.
Punched hours → invoice line
An employee's default item inherits description, unit and rate on the invoice at punch-out.
Per-member audit log
Role change, deactivation: every action on a member is tracked.
FIG 1.0 · FREQUENTLY ASKED

Everything about the team.

Only if you check “See financial figures” on their role. Unchecked, budgets, rates and totals turn into dashes everywhere. Owner and admin keep full access.

As many as you want, on top of the 4 base roles (owner, admin, member, viewer). Each role configures across ~70 permission keys, plus 5 privacy locks.

Yes — per-tab project sub-permissions let a role see Tasks and Photos without ever seeing Quotes, Profitability or Invoicing.

Yes, bulk-invite accepts up to 100 emails in one pass. One invalid email doesn't abort the others.

All their sessions are revoked instantly, without waiting for their token to expire. Their access dies immediately.

Yes. Clodyne and Oracle join the same directory as your humans, with a number, an avatar and an emergency transfer priority.
L'entrepreneur d'aujourd'hui
FIG 1.1 · GET STARTED

Invite your first member.

14 days free, no card. Or book a demo and we'll set up your roles for your trade.

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We set up your roles and locks for your trade in a 45-sec demo.

FeatureThe pipeline your team moves forward Drag a deal, the workflow kicks off on its own.FeaturesEverything toncrm.io replaces The all-in-one CRM that replaces 20+ tools.IntelligenceOracle, the AI that runs your CRM Calculates your team's load and acts in plain language.
Essai gratuit 14 joursAppeler Clodyne

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