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Agent & Sales Rep Management

Manage agents, sales reps, territories, assignments and field responsibilities from one B2B sales workspace.

Agent & Sales Rep Management hero image
Rep structure

Manage agents, sales reps and market responsibility.

Territory ownership

Connect reps to customers, leads, regions and routes.

Cleaner follow-up

Make it visible who owns what before the next sales action.

WHY IT MATTERS

Give agents and sales reps one clear place to work from.

Agent & Sales Rep Management gives brand teams a clear structure for agents, territories, assignments and responsibility. Connect the people to the customers, leads and routes they should own.

01
Activate

Enable the add-on from the module system.

02
Configure

Shape the workflow around the tenant and brand.

03
Grow

Add more modules when the system needs them.

PRICING

Choose the way you want to start.

Keep it simple: free, monthly or yearly — whatever fits the stage your brand is in.

Free Free

Included as a free add-on. Activate it when the workflow becomes useful.

FAQ

A few things people usually want to know.

Short answers, so it is easier to understand how the add-on fits into the brand.

What does the Agent / Sales Rep module help manage?

It supports the practical structure around reps, territories, activity and role-based sales work.

Can different reps work in different regions?

Yes. The idea is to make assignments and visibility cleaner so each rep focuses on the right territory or account set.

How does it fit with routes and leads?

It acts as a wider operating layer around them, helping the business organise who owns what and who follows up next.

Is this only for large teams?

No. It is useful for small teams too, especially when the brand wants a more disciplined sales setup without extra systems.

Can managers keep oversight?

Yes. The module is intended to support a clearer view of activity, accounts and team structure.