Services
Five service areas. Pick the ones you need on the discovery call. We scope a fixed price upfront based on what you actually want built.
Custom Dashboards
CoreThe Operator dashboard is the centerpiece of every build. Add Closer and Setter views as needed, plus a full-screen Live Board for the office wall.
- Operator overview with revenue, cash, close rate, AOV, and 12+ KPIs
- Closer dashboard with personal numbers and call history
- Setter dashboard with leads sourced and revenue attributed
- Live Board for the wall: full-screen TV display with leaderboards
Commission Tracking
Auto-calculate split commissions for closers and setters as deals close. Handle full pays, deposits, installments, and late payment chasing.
- Auto splits for closers and setters per deal
- Installment tracking with upcoming, late, delinquent flags
- Customer profiles with full transaction and payment history
Pipeline & Leads
Track every deal from lead to close with stage filters, speed-to-lead alerts, and source attribution. Find the leaks in your funnel without spreadsheet acrobatics.
- Pipeline stages with closes, deposits, no-shows, follow-ups
- Speed-to-lead with green/yellow/red per-setter breakdown
- Lead source attribution by channel: paid, organic, referral
Performance & Coaching
Leaderboards, SPIFFs, streaks, milestones, and a searchable call library so coaches can pull up any rep's calls in seconds. Built around how high-output teams already operate.
- Closer and setter leaderboards with podiums
- SPIFFs and Battle Royale team-based competitions
- Call library with coaching scorecards and notes
Reporting & Ops
End-of-call and end-of-day reports auto-prefilled from call data, plus a compliance dashboard tracking warranty rate and overpromise risk per closer.
- EOC reports with auto-fill from booking links
- EOD summaries for closers and setters
- Compliance dashboard with warranty and overpromise tracking
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