Sales

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Seize every lead, wherever you are

Enjoy the same great experience on mobile with our optimized interface and performance.

Convert faster, manage smarter, and elevate your sales game, from a single app.

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USER MANAGEMENT

Hierarchical Lead Assignment & Visibility:

  • Organized Lead Distribution:
    Leads are automatically listed based on user hierarchy, ensuring leads are routed to the appropriate team or individual.
  • Targeted Lead Assignment:
    Supervisors can efficiently assign leads to specific team members.
  • Controlled Data Visibility:
    Data is accessible based on user roles and permissions. This ensures sensitive information is only viewed by authorized personnel to promote data security and compliance.

Role-Based Access Control (RBAC):

  • Define User Roles:
    Create custom user roles that define specific permissions and access levels.
  • Assign Permissions Granularly:
    Take full control of user actions by customizing permissions for each user role, whether it's viewing, editing, or deleting data.
  • Enhanced Security:
    RBAC minimizes the risk of unauthorized access to sensitive information, safeguarding your data and ensuring regulatory compliance.

Optimized Team Collaboration:

  • Secure Team Visibility:
    While data access is controlled based on user roles, team members within the same hierarchy can view each other's data, fostering collaboration and knowledge sharing.
  • Improved Efficiency:
    Clearer visibility into team assignments and progress streamlines workflows and optimizes overall team performance.
  • Empowered Teams:
    Users have the access they need to perform their job functions effectively, leading to increased productivity and improved customer satisfaction.