CRM · Sales Teams
A team with a target.
A clear way forward.
Organize sales teams, leaders, monthly targets, and lead assignment limits. Make ownership clear as new opportunities arrive, and add team fields in Studio.
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Commercial Assignment active
Won this month: 8 of 12
Hands out new leads every 15 minutes -
Services Assignment active
Won this month: 5 of 8
Hands out new leads every 30 minutes -
Strategic accounts Assignment paused
Won this month: 2 of 4
Hands out new leads every 60 minutes
One team, three clear parts.
Good sales work is a team effort.
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Teams and leaders
Keep each team’s members and leader together in the CRM workspace.
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Targets and results
Review monthly targets and the team’s won business in the same team context.
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Lead assignment controls
Authorized managers can set assignment limits and pause assignment when a team needs a different workload.
Target against result, team by team.
A monthly target counts deals won. Each team shows the deals it won this month against that target, beside each person’s lead limit.
Commercial
Led by Mariam K.
Assignment active
Monthly target (deals won): 12
Won this month: 8 of 12
Leads per 30 days and per day, for each person
- Dana W. 60 2 a day
- Elena M. 90 3 a day
- Jordan T. 60 2 a day
- Marcus B. No limit No limit
Services
Led by Omar R.
Assignment active
Monthly target (deals won): 8
Won this month: 5 of 8
Leads per 30 days and per day, for each person
- Chris L. 30 1 a day
- Nia P. 60 2 a day
- Sam O. 60 2 a day
Strategic accounts
Led by Priya S.
Assignment paused
Monthly target (deals won): 4
Won this month: 2 of 4
Leads per 30 days and per day, for each person
- Avery H. 30 1 a day
- Luis G. No limit No limit
Most new leads a person is given in 30 days. Leave it empty for no limit, or enter 0 to give them none.
Build it, limit it, read it.
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Build the team
Choose the leader and members responsible for the sales work.
On the form: Team name, Team leader, Members
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Set the working limits
Configure targets and the lead assignment capacity for members.
On the form and the card: Monthly target (deals won), Hand out new leads every (minutes), Leads per 30 days
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Review the balance
Follow assigned leads and won business as the month progresses.
On the card: Won this month, leads and opportunities
- Team nameCommercial Commercial
- Team leaderMariam K. Led by Mariam K.
- Members4 people 4 members
- Monthly target (deals won)12 Won this month: 8 of 12
- Hand out new leads every (minutes)15 Hands out new leads every 15 minutes
- Leads per 30 days, for Dana W.60 Per day: 2 a day
Teams that fit how you sell.
Three changes a business makes to the team screen, then every control around it.
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A "Territory" field
A regional distributor tags each team with the area it covers.
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Team lists your way
Hide fields you do not use and keep only the columns managers read.
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Permissions per team lead
Custom roles and record rules decide what team leads see compared with owners.
Controls around sales teams
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Fields and layout in Studio
Add fields such as territory or quota notes, and show the columns each manager cares about.
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Roles and permissions
Decide who can see, create and change sales teams, down to records and fields, with custom roles.
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Agaro Agent
Ask about your sales teams in plain language. The Agent asks before it changes a record, and it works within your permissions.
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Your own custom modules
When sales teams needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.
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App Builder
Build a website, document, slides or internal app next to your sales teams, described in plain words.
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Open API and MCP
Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.
Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.
The people behind the pipeline.
Sales Teams ships within Leads, opens through Pipeline, and requires a plan that includes Sales Teams.
- CRM
Pipeline
See the lead board, the opportunity pipeline, and the forecast together. Edit stages, assign owners, and keep next steps in view for the sales team.
- CRM
Opportunities
Follow opportunities through their stages with customer context and open next steps. Add custom fields, and keep the forecast close to the deals behind it.
- CRM
Commissions
Set up sales commission plans, tiers, and individual achievements, and keep the incentive structure connected to your sales team. Plan fields can be customized in Studio.