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.
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.
Up and running in three steps
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1
Create teams
Group reps and name managers.
-
2
Set roles
Choose what each role can see and do.
-
3
Managers roll up
The team appears in one view.
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.
Related features
One plan unlocks every feature
Every plan is billed yearly. Start with a 14-day free trial — no credit card required.
Solo
For the independent field rep planning their own week.
per user · billed yearly
Start free- 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 · no credit card
Team
For sales teams with managers, territories and rollups.
€9.99 per extra user · billed yearly
Start free- 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
- Transparent per-seat — scales as you grow
Custom
For enterprises that need their own integrations and controls.
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.