Customers · Sales Agents & Managers

The sales floor's operating system.

Agents open to their leads, targets, and next best calls. Managers open to desk capacity, SLA breaches, and unassigned leads. Everyone knows what today is for.

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6priority leads ranked every morning (mock)

64%average target attainment visibility (mock)

1-tapCall, Email, WhatsApp, Follow-Up

By role

Agent and manager, both covered.

Two very different days, one shared record.

The agent's day

Ranked leads, one-tap actions, follow-ups that surface themselves, and a personal Money In target with live pace.

Priority leads ready to close

Follow-ups never slip

The manager's desk

Desk-wide pipeline, unassigned lead alerts, SLA breaches, and one-drag rebalancing across agents.

Rebalance queues in seconds

Agent performance side by side

Retention built in

Live equity and trade activity on the client record makes the retention call informed, not awkward.

Deposit-step funnel view

Dormancy alerts

My agents stopped asking 'who should I call?' The dashboard already answered it before they sat down.

Sarah MansourSales Manager, Desk A (mock)

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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