Without LeadX
Everyone has the same access.
With LeadX
Each role sees and edits only what it should.
Secure API Key
Management
Generate and manage API keys securely.
Integrate LeadX with your applications seamlessly.
- 14-day free trial
- No credit card required
- Onboarding assistance included
ROLE MANAGEMENT
Custom Role Creation
Create and customize roles with specific permissions. Define access levels for different user groups.
Role Templates
Start with pre-built role templates.
Granular Control
Set permissions at feature level.
Permission Management
Define and manage permissions with fine-grained control. Set access levels for modules, features, and actions.
-
Module Access
-
Action Control
Already Join 15K+ Business Using LeadX
How it works
Custom Roles in four simple steps
- 01
Define roles
Create roles that mirror your organisation.
- 02
Set permissions
Choose what each role can view, edit and export.
- 03
Assign people
Give every teammate the right role.
- 04
Review
Adjust access as your team changes.
Problems solved
What changes with Custom Roles
Without LeadX
Sensitive data can be exported by anyone.
With LeadX
Export rights are set per role.
Without LeadX
Access is forgotten when people change jobs.
With LeadX
Roles are reviewed and adjusted as the team changes.
Worked example
Custom Roles in practice
A company creates separate roles for sales reps, team leads and finance. Reps see their own leads, leads see their team, and only finance can export billing information.
Who it is for
AdminsMirror your organisation in the permission model.
ManagersGive teams the access they need and no more.
ComplianceShow who can do what.
Keep exploring
Features that work with Custom Roles
Everything in LeadX shares the same lead record, so each feature makes the others more useful.
Our lead management platform
is trusted by over
2,000 businesses worldwide
K
Active Users
K
Downloads
%
Automation
INTEGRATIONS
Connect with Your Essential
Business Tools
Ready to Convert More Leads?
Join thousands of businesses that use LeadX to capture, engage,
and convert
more leads with our intelligent lead management platform.
Client Success Stories
Trusted by Teams who
Grow Faster
Discover how companies across India are using LeadX to unify Sales, Support,
and Marketing
and drive measurable business growth
Ananya Sharma
Project Manager
LeadX streamlined our lead handling completely. With WhatsApp and email automation.
Rohit Mehta
Sales Director
AI-powered lead scoring helped our sales team prioritize serious buyers and close deals faster.
Neha Iyer
Marketing Manager
The analytics and reporting tools helped us optimize campaigns and significantly improve ROI.
Amit Verma
Business Development Head
CRM integrations made LeadX the backbone of our sales operations.
Pooja Kulkarni
Digital Marketing Lead
Multi-channel automation helped us generate 60% more qualified leads efficiently.
Sandeep Rao
Operations Manager
Automation workflows reduced manual effort and improved lead follow-up consistency.
Kavita Desai
Customer Success Head
Support and engagement workflows improved customer satisfaction across channels.
Arjun Malhotra
Founder
LeadX helped us scale from startup to growth-stage efficiently.
Rina Patel
Growth Strategist
Real-time analytics gave us the clarity needed to make faster marketing decisions.
Vikram Singh
Regional Sales Manager
Automated follow-ups and CRM sync ensured no lead was lost across regions.
FAQ
Answers to Your Frequently
Asked Questions
What does Custom Roles do in LeadX?
Create and manage custom user roles with granular permissions. Control access levels and secure your workspace with role-based access control.
What problems does Custom Roles solve?
Each role sees and edits only what it should. Export rights are set per role. Roles are reviewed and adjusted as the team changes.
How do I get started with Custom Roles?
1. Define roles: create roles that mirror your organisation. 2. Set permissions: choose what each role can view, edit and export. 3. Assign people: give every teammate the right role. 4. Review: adjust access as your team changes.
Who is Custom Roles for?
Admins: mirror your organisation in the permission model. Managers: give teams the access they need and no more. Compliance: show who can do what.
How does Custom Roles fit into the rest of LeadX?
Custom Roles works together with LeadX's lead capture, messaging, and automation tools, so your team can manage the full lead lifecycle in one place.
What kind of analytics and reporting do you provide?
Our platform provides detailed analytics including campaign performance, lead source effectiveness, conversion rates, engagement metrics (open, click, reply rates), and comprehensive CRM reporting.