Your whole team,
perfectly coordinated.
Role-based access control so every agent sees only what they need. Agent KPI dashboards. Real-time workload view. Multi-branch support. Performance reports that celebrate your stars.
Priya Sharma
Senior Agent
Rahul Verma
Agent
Anjali Singh
Agent
3 enquiries
unassigned
Unlimited
agents &
team members
4
default role
presets
Branch-
level
reporting
Real-time
workload
view
The right access for every role
Define exactly what each user can see and do. Admin, Manager, Senior Agent, Junior Agent — each role gets precisely the permissions they need. Nothing more, nothing less.
4 default role presets
Admin, Manager, Senior, Junior Agent
Custom permission matrix
Granular control over every feature
View-only access
Some users can view but not edit
Feature-level restrictions
Control access to financials, reports, etc.
Permission Matrix
| Action | Admin | Mgr | Snr | Jr |
|---|---|---|---|---|
| View Enquiries | ✓ | ✓ | ✓ | ✓ |
| Edit Quotes | ✓ | ✓ | ✓ | ✗ |
| View Financials | ✓ | ✓ | ✗ | ✗ |
| Delete Bookings | ✓ | ✓ | ✗ | ✗ |
| Export Data | ✓ | ✓ | ✗ | ✗ |
Agent Workload
Priya Sharma
Heavy
12 enquiries (80% capacity)
Rahul Verma
Balanced
7 enquiries (45% capacity)
Anjali Singh
Light
3 enquiries (20% capacity)
Balance work across your team
See at a glance how many open enquiries, pending quotes and upcoming departures each agent has. Redistribute work in one click when someone is overloaded.
Real-time workload view
See active enquiries per agent instantly
Auto round-robin
Distribute new enquiries automatically
Manual reassignment
Drag-and-drop to move work between agents
Assignment rules
Skill-based or destination-based routing
Celebrate your stars. Coach the rest.
Monthly performance reports per agent — enquiries handled, conversion rate, average booking value and revenue generated. Share reports directly with team members.
Monthly KPI dashboards
Enquiries, conversions, revenue per agent
Trend tracking
See improvement or decline over time
Share individual reports
Send directly to agents for transparency
Coach the underperformers
Identify gaps and provide targeted support
Priya Sharma
April 2025 Report
Enquiries
42
Revenue
₹8.2L
Conversion
31%
Avg Booking
₹1.95L
Everything in Team Management
Unlimited team members
Add agents as you grow
4 default role presets
Admin, Manager, Senior, Junior
Custom permission matrix
Granular feature-level control
Per-agent workload view
Real-time enquiry count
Enquiry assignment rules
Skill-based or destination-based
Auto round-robin assign
Automatic distribution of new enquiries
Agent performance reports
Enquiries, conversions, revenue
Monthly KPI dashboards
Detailed metrics per agent
Multi-branch support
Manage multiple branch offices
Branch-level analytics
Reports per branch or location
Team activity log
Who did what and when
Manager approval workflows
Approval gates for key actions
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