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Team & branches

Run every branch and person from one place.

Scorecards show who replies fast and who is stuck. Roles keep staff to the leads they should see, branch reports compare locations, and every action is logged.

Multi-branch reports on Growth
Team this month
Example
Divya · 2 min reply31 won
Rahul · 4 min reply24 won
Nikhil · 9 min reply17 won
Sara · 22 min replyNeeds coaching
Plan
Starter and Growth
Access
All, branch or own
Audit
Full activity log
Branches
Unlimited [CONFIRM]

How do you manage a WhatsApp sales team?

Give every lead an owner, measure first-reply time and conversion per person, limit what each person can see, and keep a log of actions. salestrack does all four, across one location or many branches.

OMMSSSSOwnerBranch ABranch BSalespeople see only their own leads
Why it matters

Accountability without micromanaging

Response-time scorecards

Median first reply for every person.

Conversion by rep

Who turns leads into customers.

Workload view

Spot overload before leads slip.

Roles and access

All, branch or own leads.

Masked numbers

Hide phone numbers for chosen roles.

Activity log

Every staff and system action, searchable.

Scorecards

Who is fast and who is stuck?

Each person has a scorecard: leads owned, median first reply, conversion and won value. Compare the team side by side and coach with facts.

  • First reply by person
  • Conversion and won value
  • Weekly or monthly view
Scorecard · Divya
Leads owned84
First reply2 min
Won31
Access

Who can see what?

Roles decide which leads a person can see — all, their branch or only their own — and switch on or off sensitive actions like export, delete, revenue visibility and full phone numbers.

  • All / branch / own access
  • Export and delete permissions
  • Masked phone numbers
Role · Tele-caller
LeadsOwn only
Phone numbersMasked
ExportOff
Branches

How do multi-branch teams work?

Leads, targets and ad spend split by branch. Branch managers see their branch; owners see every branch side by side.

  • Branch filters everywhere
  • Branch targets and reports
  • Ad spend split by branch
Branches · this month
Kochi84% of target
Kozhikode71%
Dubai58%
Who uses it

One feature, three views

Each role sees what it needs. Pick a role.

Owners see every branch

Branch comparison, scorecards and the activity log.

  • Branch ranking
  • Team scorecards
  • Full audit trail
Before and after

What changes for your team

Switch between a typical week without salestrack and the same week with it.

Reply speed and conversion per person
Export and delete need permission
Branch comparison report
Activity log settles every question
How it works

Set up your team in minutes

  1. Invite people

    By email or phone.

  2. Choose roles

    What each person can see and do.

  3. Add branches

    Leads, targets and spend by branch.

  4. Review scorecards

    Weekly, with your team.

FAQ

Team & branches: frequently asked questions

Can I limit staff to their own branch?

Yes. Roles can see all leads, their branch only, or only leads they own.

Can I hide customer phone numbers?

Yes. Masked numbers can be switched on for chosen roles.

Is there an audit trail?

Yes. The activity log records every staff and system action, with filters and export.

How many users can I add?

It depends on your plan. Pricing depends on your channels, integrations, users and lead volume. [CONFIRM: users per plan]

Can I have branches in different countries?

Yes. Branches can be in India, the Gulf, Africa, the UK or North America, each with its own WhatsApp number if you like.

What does the activity log record?

Logins, lead changes, assignments, exports, deletions, messages sent and settings changes, with who did it and when.

Can agencies or channel partners use salestrack?

Yes, with roles that limit them to the leads they bring or manage.

How do I measure salesperson performance?

Use the team scorecard: leads owned, median first reply, conversion rate and won value per person.

More questions? Email info@salestrackcrm.com or WhatsApp +91 80860 14345.

Get started

Close more. Chase less.

Start free today, or book a 20-minute demo and we'll set up your first WhatsApp number and assignment rules with you.

1Sign up and verify by WhatsApp or email
2Connect your WhatsApp number in minutes
3Link Meta lead ads and start replying