MANAGE
From setting to closing, a complete workflow.
Integrated setter/closer workflow. Automatic assignment, scoring, performance tracking.
The problem
Your sales process is invisible.
Who called this lead? When? Which setter has the best conversion rate? Without structured tracking, you can't optimize your team.
Optimize your sales process
01
Smart assignment
Leads are automatically distributed according to the rules you define.
02
Performance tracking
Conversion rate per setter, per closer. Identify your best performers.
03
Calendly integration
Appointments sync automatically into the pipeline.
How it works
Up and running in 3 steps
1
Define your rules
Configure lead assignment by source, amount or availability.
2
Setters qualify
Every interaction is tracked. Notes, calls, qualifications.
3
Closers close
The setter-to-closer handoff is seamless. The closer has full context.
