Manage Teams and Territories with

Team selling is super easy in Setup distinct groups of people and create ad-hoc sharing rules for all modules including accounts, contacts, leads, and opportunities.


Manage Territories

Create territories and lead queues that route leads by territorial assignment. Allow for round robin as well as time-based lead picking.


More Features

  • Deal Tracking

    Forecast deals you will close and visualize what needs attention.

  • Contacts & Accounts

    Organize your customer data intelligently and build more meaningful relationships.

  • SIP Calling

    Use to call on contacts with a single click, no dialing required.

  • Teams & Territories

    Manage your teams and territories to restrict access and group data.

  • Product Catalog

    A tool for keeping track of your products and services that you offer.

  • Sales Workflow

    Automate your selling processes to ensure nothing gets overlooked.

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