Managing a sales team? Privyr gives you full visibility and control over their leads, sales activities, playbooks, and progress.
Automatically assign leads and track your salespeople’s response times and follow-up activities to ensure high performance. Unlock real-time dashboards and analytics – no need to ask your team to manually send or log updates on what’s happening.
Automatic Lead Assignment
Instantly assign new leads to the right team member based on custom rules, advanced logic, or a round-robin setup. Set up in seconds; save hours every week.
Learn more: Using Privyr with a Team – Automatic Lead Assignment
Follow-Up Sequences
Ensure your team executes the perfect playbook for every lead with multi-step follow-up sequences, effortlessly engaging their leads over multiple days, weeks, or months. Sequences may include messages, trackable files, contact instructions, and other types of follow ups.
Privyr automatically tracks their progress with each lead, and reminds them to perform the next step in just one tap. They won’t have to type, copy-and-paste, or remember what they should be doing next.
Learn more: Follow-Up Sequences
Flexible Permissions
Privyr gives you full control over who can view or manage your team’s leads, content, and integrations. You can configure each team member’s Basic and Advanced Permissions, across your team and subteams.
Learn more: Managing Team Member Permissions
Subteam Hierarchy
Create subteams to have more precise control over lead permissions, content visibility, and more.
Advanced Analytics
Get real-time insights into your team’s activities, complete pipeline analysis, and much more. Visualise your entire sales pipeline, spot your top-performing team members or campaigns, and more.
More on our blog: 5 Ways Privyr Gives You Full Visibility Over Your Team
WhatsApp Chat Monitoring
Get direct access to your salespeople’s WhatsApp conversations with their leads, powered by our official WhatsApp integration.
Ensure conversation quality, provide coaching, and coordinate better when multiple reps are talking to the same lead.
WhatsApp Chat Monitoring is a paid add-on feature. If you’re interested in learning more, book a free demo with our sales team here.