Workforce

Manage your team, not just your tools.

Full visibility into how your people are performing. Manage teams, roles, and permissions from inside the same platform your reps work in every day.

Features

Full operational visibility

Know what your team is doing, how they're performing, and where they need support.

Organize your org into teams and departments. Set hierarchy and reporting structure inside the platform.

Control exactly what each user can see and do. Rep, manager, and admin roles with granular access control.

See who is active, who is on a call, and what your team is working on — all in real time.

Individual performance dashboards for every team member. Compare reps and teams side by side.

Add, remove, and configure users easily. Onboard new reps in minutes.

Understand how time is being spent across your team. Identify high-effort, low-output patterns.

Connected to everything

Workforce data ties into pipeline, calls, and projects automatically.

Pipeline ownership, deal assignment, and territories scoped to teams.

Roll metrics up by team, department, or geography. Manager views built in.

Assign tasks to reps and teams. Track post-sale workload.

Manage people and pipeline in the same place your team works.