Four questions a shared CRM must answer
When a team shares a CRM, it needs answers to simple questions: who owns this account, who follows up, who can see this pipeline, and how is each rep doing. Anvil answers them with record owners, assigned activities, pipeline access, roles, and reports.
Owners, assignments, and pipeline access come with every plan. Custom roles, team reports, commissions, and the audit log need Anvil Pro.
Team controls by plan
| Anvil Standard | Anvil Pro | |
|---|---|---|
| Record ownersGive each company, contact, lead, and deal an owner, so each rep knows which accounts are theirs. | Included: Included | Included: Included |
| Activity assignmentAssign calls, meetings, emails, and tasks to a member. Reminders go to that person. | Included: Included | Included: Included |
| Pipeline accessChoose which members and roles can see each pipeline. | Included: Included | Included: Included |
| Custom rolesBuild roles in a hierarchy, with permissions for each object and overrides for each member. | Needs a higher plan: Needs Pro | Included: Included |
| Team reportsWin rate, won revenue, and stage performance by owner, on custom dashboards. | Needs a higher plan: Needs Pro | Included: Included |
| CommissionsTrack commission lines and payouts on won deals. | Needs a higher plan: Needs Pro | Included: Included |
| Audit logSee who changed roles, access, and workspace settings, and recover deleted records. | Needs a higher plan: Needs Pro | Included: Included |
Rolling the CRM out to the team
- Step 1
Agree on ownership
Decide who owns each account and import your records with an owner on each one.
- Step 2
Set pipeline access
Give each pipeline to the members and roles who work it. Keep management pipelines private.
- Step 3
Assign the next activity
Make sure every open deal has a next activity with an owner and a due date.
- Step 4
Review by rep each week
Use the deals that need attention and the reports by owner to run a short weekly review.
Sales teams already running on Anvil
Questions and answers
- What should a CRM for a sales team include?
- At minimum: an owner on every record, assigned activities with reminders, a shared pipeline, access controls, and reports by rep. Growing teams also need roles, an audit log, and a way to track commissions.
- How much does Anvil cost for a sales team?
- Anvil is priced per user. Anvil Standard costs $15 and Anvil Pro costs $30 per user per month on monthly billing, or $12.50 and $25 on annual billing.
- Can a sales manager see the whole team's pipeline?
- Yes. Admins choose which members and roles can see each pipeline, so a manager can see the whole team while each rep sees only the pipelines they work.
- Does Anvil track sales quotas?
- Not yet. Anvil reports won revenue and win rate by owner, but it does not store a quota or target for each rep.