Who is on the floor, what they did, and who needs coaching.
Team View · Scoreboards · Training · Coaching · HR Inbox
Team is the daily staff command center — active staff, tasks, calls, live activity feed, and coaching paths — so managers coach from the screen, not from memory.
Live activity and staff metrics for today.
See sales, quotes, calls, and service events as they happen — plus tasks, calls, logins, and active status by person.
- Active staff and average active time
- Color-coded activity: sale, quote, call, service
- Scoreboards, training, coaching, HR inbox tabs
What Team is for.
Floor visibility
Know who is working without walking the room.
Coaching path
Jump toward CallMaster and 1-on-1 when habits slip.
HR inbox
People ops lives next to production, not in a side drive.
Role-aware
Owners, managers, producers, CSRs, telemarketers — one roster.
Every key program in the app has a page.
Customer CRM, Sales & Pipeline, Service Desk, Executive, Team, Performance, Marketing Studio, CallMaster, and more — same operating system.
Today / Command Center
Agency snapshot, quote queue, open tasks.
02Customer CRM
Customer 360, households, X-date renewals.
03Executive
Start My Day production and agency health.
04Sales & Pipeline
Quote pipeline stages and sales floor.
05Quote Desk
Intake, ownership, next action.
06Service Desk
CSR queue, policy work, claims, comms.
07Marketing Studio
Month plan, mailer, email, social.
08Performance
Lead → win, sources, budget reports.
09Lead Accountability
Ownership, contact rate, stalled work.
10CallMaster
AI training, duos, challenges, rewards.
11Agency Admin
Onboarding, roles, integrations.
12Speed to Lead
First-touch timing as an operating habit.
13What We Replace
The convenience / replace-stack map.
Ready for a team view managers will actually use?
Book a demo of Team View, scoreboards, and coaching next to CallMaster.