Capabilities
What it does
Multi-branch structure
Model every branch or location in one platform, instead of running a separate system per site.
1platform, every branch or locationTerritory & assignment
Leads, accounts, and work route to the right branch by territory, automatically.
0manual routing between branch teamsBranch-level permissions
Branch managers and staff see and act on what belongs to their branch, and nothing outside it.
100%of access scoped to the right branchBranch-level reporting
Headquarters sees performance across every branch, while each manager sees their own branch clearly.
1company view for HQ, one clear view per branch
How it works
From connected to automated
- 1
Set up branches & territories
Define your locations and how work is divided between them.
- 2
Assign branch managers & permissions
Each branch gets the right owners and access scope.
- 3
Route work by territory
New leads and requests reach the correct branch automatically.
- 4
Report at branch or company level
See performance rolled up or broken out, as needed.
“We replaced five tools with one platform and cut our lead response time from two days to under two hours.”
VP Revenue Operations
Illustrative example — real customer stories launch with the Customer Stories page
62%
faster lead response time