Dashboards at every level, seats and roles managed from one screen, quotas tracked from real call activity instead of self-reported numbers, and enough security to answer a compliance email in one line. The half of running a team nobody brags about — off your plate.
Every role gets an operating view built for its altitude. Reps see their own performance, pipeline, and meetings. Founders and managers see the business — with a per-team scope one toggle away. Refreshes every minute, so the dashboard is the floor, not last night's export.
Create teams, add people, assign roles, manage seats — onboarding a new hire is an invite, not a project. Live seats are the only thing that bills, any role: a founder who takes calls holds one, a manager who only watches doesn't. Pause, resume, add ahead or reduce from Billing, one confirm at a time. And if a team ever winds down, every member is offered to carry on solo.
Set the business targets once — daily calls per rep, revenue, win rate — and every rep and team dashboard measures against its share of them. Progress is tracked from actual captured activity, never a self-reported number, and the same revenue targets drive the forecast's pacing — you see the gap while there's still month left to close it.
The boring features that keep you out of trouble: two-factor authentication with backup codes, every signed-in device listed and revocable, a self-service audit log of account changes, a self-service data export delivered by email, password reset, account deletion with a 30-day grace period, and row-level security plus per-business scoping on every query. Compliance questions get short answers.
30-day money-back guarantee. Connect a calendar and your next call is already feeding it.