Get new reps to their first sale faster.
A structured, repeatable path from invite to live — no scattered docs, no lost hires, no skipped steps.
Hire pipeline
Invite new reps, track status from hired → live → offboarded, and keep every detail in one place.
Training modules & quizzes
Video training with interactive quizzes, pass/fail scoring, and prerequisite locks so reps can't skip ahead.
Welcome packages
Curate perks, swag, and first-day moments that make new hires feel part of the team before they log in.
KPI tracking per hire
Log daily calls, deals, cash and CV. Benchmarks feed cohort analytics so you know who's ready to ramp.
Offboarding workflows
Per-hire offboarding checklists driven by reusable templates, so no step is missed.
Notifications hub
In-app bell with unread counts keeps every rep on top of milestones and deadlines.
Cohort analytics
Monthly hire trends, days-to-first-sale charts, and editable benchmarks to measure onboarding speed.
Email sequences
Templated hire sequences with live preview and variable substitution — personal at scale.
Hire timeline & events
Log key moments — hired, live, first sale — on a per-hire event feed the whole team can see.
Intake forms & tasks
Rep intake responses, admin notes, and per-phase task progress bars keep accountability clear.
Branded portals
Match the onboarding experience to your agency's brand so every rep feels like it's built for them.
Preview as rep
One-click switch to any hire's view to QA their portal before they log in.
Manage performance in real time.
Replace the spreadsheet, the whiteboard, and the guesswork with dashboards every manager and rep can trust.
Daily entry → live dashboards
Reps log stats once. KPIs, close rates and commission progress populate automatically for managers.
Custom sales roles
SDR, AE, closer, setter — define your own roles with per-role fields and formulas so tracking matches reality.
Bonus tiers & prizes
Personal and company-wide bonus ladders with prize images and live progress bars that drive competition.
Multi-team management
Agency plan lets you manage unlimited sub-accounts from one login, with clear team-by-team visibility.
Projections & goals
Day / week / month forecasts feed into commission progress and yearly targets so reps know where they stand.
Slack notifications
Ping the channel automatically when reps submit, hit tiers, or miss projections — celebrate wins, coach gaps.
Build a culture that scales.
Onboarding and performance don't work without belonging. Turn every milestone into a moment your team wants to be part of.
Welcome rituals
Send a branded welcome package and first-day sequence so every hire starts with momentum and belonging.
Recognize wins publicly
Bonus tiers, prizes, and milestone celebrations make reps feel seen and push the whole team forward.
Celebrate milestones
Hired, live, first sale, tier hit — notifications and timeline events turn progress into shared energy.
Cohort connection
Hires ramp together, managers see cohort health, and teams never lose the human side of growth.
Branded rep experience
A portal that feels like your company, not a generic tool, so reps log in with pride.
Instant coaching signals
Slack pings and live dashboards turn data into conversations before small gaps become big problems.
A clear path from hire to high performer.
Six phases, one dashboard, zero spreadsheets — and a culture that grows with every rep.
Invite
Send a magic invite link. Rep accepts, account is created, and they're linked to the team.
Welcome
Rep sees their branded portal, welcome package, and intake form — culture starts on day one.
Train
Video modules with quizzes gated by prerequisites — no skipping, full accountability.
Ramp
Daily KPI logging vs benchmarks. Timeline events mark first sale and celebrate the win.
Go live
Status flips to live, live-count updates, and the team gets notified to cheer them on.
Offboard
If the time comes, run a per-hire checklist from your template — clean and respectful.
Two plans. Pick the tier that fits your team.
Start with a 30-day free trial. Cancel anytime.
Single Team
Run one sales team with unlimited reps.
1–5 usersor save 2 months on annual
- Unlimited onboarding HQ
- Training + quizzes
- Bonus tiers & prizes
- Reports & projections