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Structure that scales

Teams, roles and manager visibility.

Group reps into sales teams, give managers a rollup of their subtree, and control exactly what each role can see and do. Row-level visibility means a rep sees their own book while a manager sees the whole team.

Free trial for 14 days
See it in action

Teams, Roles & Manager Rollup, live

Teams & roles Live
Rolls up own team only
  • Sees own team's clients
  • Edits & re-assigns within team
  • Team rollup & rep workload
  • Billing & org roles

Scope is inherited down the tree — every manager rolls up exactly their branch, no more.

Nest reps under managers, managers under the owner — each role sees exactly its own slice, and every manager gets an automatic team rollup.

Team & operations

What Teams, Roles & Manager Rollup gives you

Sales teams

Group reps, with nested and multi-team composition.

Manager rollup

A manager sees their subtree across calendar, planning and CRM.

Row-level visibility

own / own-territory / team / all, enforced server-side.

Custom roles

Clone a preset and toggle safely, or a full matrix on Enterprise.

How it works

Up and running in three steps

  1. 1

    Create teams

    Group reps and name managers.

  2. 2

    Set roles

    Choose what each role can see and do.

  3. 3

    Managers roll up

    The team appears in one view.

FAQ

Teams, Roles & Manager Rollup, answered

Yes — teams support nested and multi-team composition.

Role-based, with lite custom roles on Team and a full custom-role matrix on Enterprise.

Goes well with

Related features

Territories

Balanced patches, fair workloads

Reassign a Rep's Book

Cover gaps, hand over cleanly

Command Centre & ROI

Prove the value
Pricing

One plan unlocks every feature

Every plan is billed yearly. Start with a 14-day free trial — cancel anytime before it ends and you won't be charged.

Solo

For the independent field rep planning their own week.

€14.99 /mo

per user · billed yearly

Free trial for 14 days
  • Cadence engine — auto visit selection
  • Multi-day route optimization
  • One-tap "Plan my week"
  • Colour-coded client map & CRM
  • Calendar, iCal sync & tour digests
  • Offline-first field app (PWA)
  • CSV / XLSX import with geocoding
  • 14-day free trial · cancel anytime
Most popular

Team

For sales teams with managers, territories and rollups.

€54.95 /mo

€659.40/year for 5 users · billed yearly

5

€14.99 base + 4 × €9.99 Every additional user is just €9.99/mo

Free trial for 14 days
  • Everything in Solo, for every rep
  • Sales teams & manager rollups
  • Territories + territory optimization
  • Team calendar & live GPS (consent-gated)
  • Arrival notifications & email rules
  • Reassign a rep's book / coverage
  • Custom roles (lite) & visibility controls
  • Just €9.99/mo for each additional user
Enterprise

Custom

For enterprises that need their own integrations and controls.

Let’s talk

tailored to your organisation

Talk to sales
  • Everything in Team, at scale
  • Custom integrations & private API limits
  • SSO (SAML/OIDC) & SCIM provisioning
  • Full custom-role matrix
  • Audit-log export & data residency (EU)
  • Dedicated success manager & SLA
  • Onboarding, data migration & training
  • Custom DPA / Auftragsverarbeitung

Prices shown are per month, billed annually, in EUR (excl. VAT). Need something custom? Talk to our team →

Ready to plan smarter?

Explore Teams, Roles & Manager Rollup and the rest of SalesFleet in a live, read-only enterprise workspace.

Free trial for 14 days