Once you hire a staff member, software has to keep up. Role-based permissions, productivity tracking and clean handover workflows are non-negotiable.

Role-Based Access

Owner, manager, agent, tele-caller - each role gets different permissions.

Productivity Tracking

Track each staff member's calls made, leads contacted, deals closed, renewals secured.

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Handover Workflows

When a staff member leaves, their leads and clients should auto-redistribute to the team.

Incentive Calculations

Set base salary + commission + incentive thresholds per staff member. Auto-calculate variable pay every month.

FAQ

Unlimited custom roles.

Yes - each sees their own scorecard.

One-click reassignment.

Yes - customisable incentive formulas.

Basic on all; advanced on Diamond and Platinum.