Your sales team works leads in the same workspace where delivery happens. When a lead closes, it converts into a client record with history intact.
Commission tracking is built in for firms that pay reps.
One-click conversion
A won lead becomes a client, keeping notes and contacts.
Rep-level views
Sales users see their pipeline; admins see all of it.
Commission tracking
Attributed revenue and payout status per rep.
What's included
- Lead capture and stages
- Owner assignment
- Conversion to client
- Commission and payout tracking
Questions
- Can sales reps see delivery data?
- Only what their role allows. Roles are enforced at the database level.