Structure that mirrors how your business actually works

Capabilities

What it does

Departments & teams
Model your actual org structure once, and every module — from tasks to reporting — reflects it.
1structure, shared across every module
Manager hierarchies
Reporting lines update in one place, and approvals and visibility follow automatically.
0manual re-assignment when reporting lines change
Role-based permissions
Access is granted by role and team, so permissions match what someone actually does.
100%access mapped to actual role
Structure-aware reporting
Reports roll up by department or team automatically, without a manual filter every time.
1view per department, automatically

How it works

1
Define departments & teams
Set up the structure that mirrors your business.
2
Assign managers & reporting lines
Hierarchies determine approvals and visibility.
3
Set role-based permissions
Access follows role and team automatically.
4
Structure updates flow through
Changes to teams or managers propagate everywhere at once.

“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