Team Management Software Built for Sales Teams
Invite your people, set roles and permissions, assign every lead to the right person, and track performance and sales activity in one CRM team management workspace.
Sales Team Management Inside Your CRM
Growing a sales team should not mean scattered logins, unclear ownership or chasing updates on chat. 91Leads puts sales team management under Settings → Teams so you invite members, define who reports to whom, control access, and keep lead work moving as one team.
1. Invite members
Add teammates with name, email, role and manager. They get a welcome path into your company CRM.
2. Set access
Choose roles, permissions, hierarchy and optional login time windows so every person has the right access.
3. Run the team
Assign leads, track activity and performance, collaborate in chat, and activate or deactivate seats as needed.
Everything You Need to Manage the Team
Built around the same My Team panel your admins use today, plus the sales tools that keep a growing team productive.
Roles & Hierarchy
Add Admins, Team Leads and Executives, and set who reports to whom. Clear structure means clearer ownership of leads and follow-ups.
Granular Permissions
Control download access, WhatsApp, lead phone visibility, click-to-call and call recording per person, plus optional login time windows.
Lead Assignment Software
Auto-route leads with Round Robin, Source, Location or Product rules, or assign manually when a specific lead needs a specific person.
Employee Performance Tracking
Review agent performance reports and sales activity so managers coach with real data on calls, follow-ups and outcomes.
Team Collaboration
Use team chat, tasks, announcements and shared lead context so collaboration stays inside the CRM instead of scattered apps.
Seats, Search & Status
See total, active and inactive members against your plan limit, search by name or role, and activate or deactivate people when seats change.
Give Every Person the Right Access
Sales team management only works when privacy and control are built in. Decide who can see phone numbers, use WhatsApp, place calls, download data or record calls, and limit login hours when you need tighter discipline.
- Per-user toggles for WhatsApp, phone visibility, click-to-call and downloads
- Call recording access when your company has recording enabled
- Optional access windows so staff log in only during allowed hours
- Password changes and seat-aware activate / deactivate controls
Track Performance and Sales Activity
Employee performance tracking and sales activity tracking help managers see who is following up, who needs coaching, and where deals are stalling - without spreadsheet archaeology.
Agent performance reports
See how each person is converting, following up and closing so coaching focuses on the right people.
Sales activity tracking
Keep an eye on calls, follow-ups and daily work so warm leads get attention while they still convert.
Attendance & tasks
Pair team attendance and task ownership with lead work so productivity and presence stay visible.
Team collaboration
Chat, announcements and shared lead context keep coordination inside 91Leads instead of endless forward chains.
Works With the Rest of Your Sales Stack
Team management is stronger when assignment, follow-up and attendance sit next to it in the same CRM.
Team Management Software FAQs
Common questions about CRM team management, roles, lead assignment and performance tracking.
Team management software in a CRM helps you invite sales people, assign roles, control permissions, distribute leads, monitor performance, and keep the team collaborating in one system. In 91Leads this lives under Settings → Teams (My Team), with related tools for lead assignment, attendance, tasks, chat and reports.
You can add members as Admin, Team Lead, Executive (Agent), and Doctor where healthcare workflows apply. Leads can report to managers so hierarchy and ownership stay clear as the team grows.
Yes. Per-user permissions cover download access, WhatsApp, viewing lead phone numbers, click-to-call, call recording access, and optional login time windows so people only work in the hours you allow.
Yes. Assignment Preferences auto-distribute leads with Round Robin, Source Wise, Location Based and Product Based rules. Admins can still assign or reassign any lead manually from the Leads panel.
Managers can review agent performance reports, sales activity, attendance and task progress so coaching is based on real numbers, not guesswork. Active and inactive seat usage is also visible on the My Team panel.
Yes. Start a 7-day free trial, invite your team, set roles and permissions, and see how sales team management works inside 91Leads CRM.
Run Your Sales Team From One CRM
Invite members, set permissions, assign leads, and track performance with 91Leads team management software. Try it free for 7 days.