0–100
lead score range
Sales Teams
Pipeline & lead management
- Lead scoring
- Deal tracking
- Follow-ups
Team & Insights
Control who sees what, and see the whole business on one screen.
Give every person the access they need and nothing more, then watch revenue, pipeline and lead sources update in real time.
What's included
Inside Team & Insights
Custom Roles
Around 90 module-level permissions per role, so each person sees exactly what they need.
Attendance Tracking
Clock in and out, with remote screenshot capture.
Live Dashboard
Revenue, pipeline and lead sources at a glance.
Reports Suite
Revenue, staff and deal reports without Excel.
How it works
From first touch to done, in three steps.
- 1
Set roles
Create roles for each department with module-level permissions.
- 2
Track the team
Attendance and activity are recorded as work happens.
- 3
Review the numbers
Open the dashboard or run a report. Nothing to export or reconcile.
Who uses it
Teams that rely on Team & Insights
See how this module fits the way different businesses work.
Per job
margin visibility
Manufacturing Businesses
Production & margin control
- Work orders
- Bill of materials
- Inventory
Multi
tenant isolation
Agencies & Resellers
Multi-tenant platform
- Tenant isolation
- Modular billing
- White-labeled portals
Explore the rest of the platform
Sales & Pipeline
Capture every lead and always know whose turn it is to follow up.
Quotation to Cash
Quote, sign, invoice and get paid without retyping a single line.
Production & Service
Know the true margin on every job before it ships.
Ready to run the whole order from one place?
See exactly where every lead, deal and invoice stands. Book a walkthrough on your own use case.