Organization & Teams
Structure Your Team,
Scale Without Chaos
Group members by department, define reporting lines, lock down permissions by role, and track commissions automatically. Invite teammates into the right seat and switch between organizations when you manage more than one workspace.
Groups that power routing
Organize reps by region, product line, or function so lead routing, reporting, and assignments follow your real team structure.
Permissions that scale
Owner, Admin, and Member roles plus feature-level controls keep billing, workflows, and sensitive data locked down as you grow from five to fifty.
Commissions without spreadsheets
Tie payout plans to closed deals so reps see earnings in real time and finance exports clean period reports on demand.
Organization tools
Four pillars for structuring and scaling your team
Team Groups
Create departments, regional squads, or account tiers and assign members to one or more groups. Groups feed lead routing, calendar pools, and report filters so work lands on the right team.
Team Structure
Define reporting hierarchies and manager chains so every hire has a clear place in the org. Multi-org support lets agencies and holding companies run separate workspaces from one login.
Permission Manager
Configure role-based access at the feature level. Control who can edit workflows, view billing, or access team settings without promoting everyone to admin.
Commission Tracker
Attach commission plans with tiers and splits to sales roles. Closed deals calculate payouts automatically so reps and managers never reconcile numbers in a spreadsheet again.
Permission Manager
Give every team member exactly the access they need
Owner, Admin, and Member roles set the baseline, and feature-level overrides handle exceptions. Managers get visibility into their reports, reps stay focused on execution, and billing stays owner-only as your team scales.
Explore Permission ManagerCommission Tracker
Track earnings without spreadsheets
Commission plans with tiered rates and split rules calculate payouts when deals close. Reps see running totals on their dashboard, managers review team forecasts, and finance exports period reports with deal-level line items.
Explore Commission TrackerBuild your team structure
Stop outgrowing your org setup.
Groups, structure, permissions, and commissions give your team the foundation to scale without friction.