ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / ROLES & ACCESS
TEAM MANAGEMENT
Your Team. Your Rules.
Assign leads, set permissions, and track individual performance. Built for solo contractors and growing crews alike.
Start Free Trial
REVENUE_ENGINEACCELERATED
ACCESSROLE-BASED
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
TEAM MANAGEMENT
Whether you're a solo contractor or running a team of 20, Kaching's team management keeps everyone accountable. Assign leads to specific reps, control what each team member can see and do, and track performance by person.
ANATOMY_LEGEND
01
SPEC_ID_01Role-based access: Admin, Manager, Sales Rep, Viewer
02
SPEC_ID_02Assign leads and deals to specific team members
03
SPEC_ID_03Performance leaderboard by close rate and revenue
04
SPEC_ID_04Managers see all deals; reps see only their own
05
SPEC_ID_05Invite team members via email — no IT setup required
06
SPEC_ID_06Activity log shows every action per user
VAULT
NODE_TEAM_V4
CREW INFRASTRUCTURE
Active // Live Sync
AM
ALEX MORGAN
ADMINDEALS12
EFF98%
SC
SARAH CHEN
SALESDEALS24
EFF94%
MR
MIKE ROSS
SALESDEALS18
EFF89%
LP
LINDA PARK
VIEWERDEALS0
EFF100%
TEAM VELOCITY
↑ 42%+8.2/WK
SYNCED DEVICES
12 ACTIVEOK
02 / HOW IT WORKS
THREE STEPS
01
Invite your team
Send email invites with a single click. Team members set their own password and are ready immediately.
02
Assign roles and deals
Set each person's access level. Assign incoming leads to the right rep automatically or manually.
03
Track and review performance
The reporting dashboard shows close rate, pipeline value, and activity for each team member.
Start Now
BUILD YOUR BEST TEAM
Start your free trial today and see how easy it is to use this feature.