Staff records, role based access, monthly salary runs, KPI targets and attendance tracking, all wired to the same sales and financial data your agency already runs on.
One place for hiring, permissioning, paying and measuring, no separate HR tool required.
Add someone once and they instantly become an option on invoices, filters, KPIs, salary runs and every report that groups by responsible agent.
Instead of ticking 200 checkboxes for every new hire, apply a preset, then fine tune. Permissions are grouped by module for easy scanning.
Full sales, operations, CRM and sales report access. No financial dashboards.
Financials, payments, salaries and P&L, no ticket editing rights, no customer edits.
Limited to their own invoices and follow ups. Read only on shared reports.
Hundreds of permission codes across every module, if you can imagine the restriction, you can enforce it. Sub groups exist for Invoice Settings, Financial Settings, Company Settings, Sales Reports and Financial Reports.
A built in KPI system with Team, Daily, Trend and Config views. Every KPI is tied to an employee and tracked against a target, perfect for tying salary decisions to real outcomes.
Start free, no card required.