Run a sales team on real data, not vibes
Give every rep their own Kanban pipeline, daily report form, and target tracking. Commissions auto-calculate. Performance is transparent. Coaching is rooted in numbers.
Sales management is mostly blind guessing
You track activity in a CRM, numbers in a spreadsheet, commissions in a separate doc, and daily check-ins in Slack. Half your reports go to shadow pipelines. Monday mornings are archaeology.
No daily visibility
You only find out what actually happened in week 3. By then, the deal is already cold or lost.
Commissions are a spreadsheet
Every payroll cycle: rebuild the comp calculator, hope you didn't miss anything, pay your reps, and pray nobody disputes it.
No transparency for reps
Reps can't see their own targets, pipeline health, or commission earned. They're flying blind too.
Activity reports are a nightmare
Chasing reps for daily numbers. Collating them by hand. Formatting them for leadership. Every single day.
Every rep runs their pipeline visually
The Kanban board makes it obvious where each deal stands. Reps drag contacts between the 12 funnel stages. Managers see the full team pipeline at a glance. Nothing falls through the cracks.
Drag-and-drop deal movement
Move contacts between stages with one click. Stage history is tracked automatically for audit and analytics.
Rep-scoped visibility
Reps see only contacts assigned to them. Admins see everything. Clean, private, distraction-free.
Funnel conversion tracking
The Sales Dashboard shows conversion rates between every stage so you know exactly where to coach.
Kanban Pipeline
Drag-and-drop deal movement
Move contacts between stages with one click. Stage history is tracked automatically for audit and analytics.
Kanban Pipeline
Rep-scoped visibility
Reps see only contacts assigned to them. Admins see everything. Clean, private, distraction-free.
Personalized forms for every rep, filled daily
Each rep has their own form with the specific fields and targets that matter to their role. Closers see closing metrics. Setters see setting metrics. Everyone has clear daily and weekly goals.
Role-specific fields
A closer fills in deals closed, revenue, cash collected. A setter fills in calls booked, show rate. Same platform, tailored forms.
Daily and weekly targets
Attach targets per field per user. Auto color-coded: green above 70%, yellow 50-70%, red below 50%. No charts needed.
On-time submission tracking
Timezone-aware. See who submits on time and who's chronically late. Coach the habit, not just the numbers.
Daily Report Forms
Role-specific fields
A closer fills in deals closed, revenue, cash collected. A setter fills in calls booked, show rate. Same platform, tailored forms.
Daily Report Forms
Daily and weekly targets
Attach targets per field per user. Auto color-coded: green above 70%, yellow 50-70%, red below 50%. No charts needed.
Everything sales ops needs, one place
Replace the stack of tools your team is patching together.
Automatic commission calculations
Percentage commissions tied to team members and specific metrics. Scheduled rate changes supported.
Per-rep performance view
Sales Dashboard breaks every metric down by team member. Reward top performers, coach those who need it.
Team expense visibility
Track each rep's full cost — salary plus commissions — in one aggregated view. Know your true cost per deal.
Distributed team support
Every user has their own timezone. On-time tracking and dates respect it. Teams across continents are treated fairly.
Audit-ready submissions
Every report is timestamped. Admins can edit with full history. Data integrity is never in question.
Deactivate without losing history
When a rep leaves, deactivate their account to free a seat while preserving every deal and submission they ever made.
Pick the seat count and support level that fits your team.
Every plan includes the core platform, invoicing, built-in dashboards, and a 7-day free trial. Platinum unlocks custom dashboards, onboarding, and priority support.
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Ready to take control of your business?
Start your 7-day free trial today and see how much clearer your operating rhythm can feel.
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Setup
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Dashboards
Included on every plan
Launch checklist
Start with the essentials
Start with the plan that fits your team today, then scale up only when you need more seats or custom dashboard flexibility.