Configured for how your team actually sells
The same product, set up four different ways. Which one you are decides your default pipeline, your routing rules and which three reports your managers see first.
Four setups
High-volume phone teams
Ten to two hundred people working a queue. The bottleneck is never the CRM’s data model — it is how fast a lead reaches someone and whether the second call happens. Everything here is tuned for those two numbers.
- Instant routing with daily caps
- One-screen calling workflow
- Callback queue by due time
- Connect rate and talk time per agent
- Follow-up adherence reporting
- Live floor presence view
Reps who are out of the office
Territory-scoped pipelines, appointments with locations, and a mobile-responsive interface that works on a phone in a car park. Managers see visit outcomes without chasing a WhatsApp group for updates.
- Territory-based routing
- Appointment scheduling with location
- Mobile-responsive throughout
- Visit outcome capture
- Per-territory reporting
- Offline-tolerant forms
Shifts, SLAs and quality control
Attendance and working hours are tracked from real activity, not a spreadsheet. SLA timers on first response, recording playback gated by permission, and per-shift productivity that distinguishes “absent” from “present but idle”.
- Attendance from observed activity
- Working-hours aware routing
- First-response SLA timers
- Recording playback with permissions
- Shift and utilisation reporting
- Quality scoring per agent
More than one office
Locations in a hierarchy with their own teams, managers and pipelines. A branch manager sees their branch; a regional head sees their region; head office sees the roll-up — enforced by data scope rather than by asking people to filter honestly.
- Location hierarchy
- Per-branch teams and managers
- Scope-enforced visibility
- Roll-up reporting
- Cross-branch benchmarking
- Branch-level distribution rules
Get your team off spreadsheets this week
Import your leads, add your users, set your routing rules. Most teams are live the same day.