More reps.
One clear view.
Clear ownership, the right access and reports by person, so the team grows without anyone losing track.
How it works
Three steps.
No extra admin.
- 1Rule · On stage change
Route the work
Rules assign leads and create follow-up tasks when a deal changes stage.
- 2Access · Own records
Set the right access
Reps see their own records. Managers see everything.
- 3Report · By rep
Coach from facts
Calls, conversations and pipeline value per person.
How teams use it
Clarity as you hire.
01
Every lead has an owner
Nothing sits unassigned in a shared inbox.
02
Reps see what they should
Limit reps to the records they created or are assigned to.
03
Weekly reviews take minutes
Start from what actually happened, not what people remember.
04
Handoffs keep their history
Emails, chats, calls and documents stay with the record.
Yes. Managers and admins keep full access.
Startup up to 10, Growth up to 25, Scale up to 100.
Yes. Create tasks, assign leads and send updates when a deal changes stage.