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 assigned to the correct team or individual based on the user hierarchy, ensuring efficient distribution.
  • Targeted Lead Assignment:
    Supervisors can efficiently assign leads to specific team members.
  • Controlled Data Visibility:
    Data access is restricted based on user roles and permissions, safeguarding sensitive information and ensuring compliance with data security regulations.

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 by user roles, team members within the same hierarchy can view each other's data, promoting collaboration and knowledge exchange.
  • Improved Efficiency:
    Enhanced visibility into team assignments and progress streamlines workflows and boosts overall team performance.
  • Empowered Teams:
    Users have the necessary access to perform their job duties efficiently, resulting in increased productivity and enhanced customer satisfaction.