CRM · Teams

A rep sees theirs.
A manager sees the team’s.

Teams with real membership, functional areas to divide the market, and views that follow the role rather than showing everybody everything. The CRM knows which teams you are in and answers accordingly.

Visibility is a permission, not a filter. A CRM where everyone can see everything is one where nobody trusts the pipeline number.

Teams

Membership that means something.

Teams as recordsWith their members, so assignment and visibility both have something real to work from.
My teams, my roleThe CRM answers what you can see based on the teams you are actually in.
Bulk assign to a teamFor reshuffles and imports.
Dividing the market

Functional areas.

Functional areasThe segmentation your business sells by — geography, industry, product line — as records rather than a naming convention.
Shared context

Team documents.

Documents per teamThe price list, the objection handling, the current offer — where the team looks rather than in an email thread from March.
The daily view

My day, and the team’s week.

My dayWhat one rep should be doing today, drawn from their own leads, follow-ups and tasks.
Weekly rollupWhat the team actually did over a week, from the records rather than from a status meeting.
Viewable repsA manager sees exactly the people they are responsible for — no more, and no less.
Nearby

Related capabilities.

Lead management · CRM reporting · Sequences

Everyone sees their own work.

Which is what makes the numbers on it believable.

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