Who is on staff, what they did, and who needs coaching.
Team View · Scoreboards · Training · Coaching · HR Inbox
Team is the daily staff view: 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.
Team 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 / Agency home
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
Tool stack replace map.
See a team view managers will use
Book a demo of Team View, scoreboards, and coaching next to CallMaster.