Platform
Team management
A sales team runs on who owns what. Assign reps to accounts, give each their own customer list, hand out listings, and give managers a live view of every deal in flight, without asking anyone for a status update.
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Team management
Assign reps to accounts, give each their own customer list, and give managers a live view of every deal.
Designed for your business
Sales managers · Account owners · Reps · Ops admins
Oversight without micromanaging, the pipeline itself is the status update
Reps stay in their lane so nothing falls through the cracks between people
What you can do
Rep assignment
Assign accounts to the reps who own them. New inbound routes to the right person, and nothing sits in a shared inbox waiting for someone to claim it.
Per-rep customer lists
Each rep works their own book of accounts, with the private listings, quotes and deal history that belong to them, with a clean line between their pipeline and everyone else's.
Manager oversight
Managers see every deal across the team in one place, with stage, owner, value and status, without pinging reps for updates or stitching together a spreadsheet.
Listing assignment
Distribute public and private listings across the team so the right rep manages the right products and accounts, with no overlap and no dropped deals.
