Staff Management
Add team members, assign roles, control access, and track performance.
Book a Free DemoWhat is Staff Management?
Staff Management gives business owners complete control over their team. Add staff members, assign roles (Admin, Manager, or Staff), and control what each person can see. Track individual performance — how many leads they have, tasks completed, and deals closed.
How It Works
Add Staff
Invite team members by email. They sign up and get the assigned role.
Assign Roles
Choose Admin, Manager, or Staff with different access levels.
Track Performance
See each member's lead count, task completion, and conversion rate.
Manage Users
Activate or deactivate any user instantly.
Key Benefits
Role-Based Access
Control exactly what each team member can view, edit, or delete.
Performance Reports
Track leads, tasks, and deals per staff member.
Secure Access Control
Deactivate any user immediately when they leave.
Lead Assignment Rules
Set round-robin or manual rules for distributing leads.
Activity Tracking
See when each staff member last logged in.
Who Uses This?
Add sales staff, assign roles, get performance reports.
See team workload, reassign leads, monitor daily activity.
Manage all user accounts, reset access, control permissions.
Ready to Use Staff Management?
See how Staff Management works in a live demo. Book a free 30-minute session with our team.