SalesTub
Organization Feature

Team Management

Scale your sales organization with powerful team management. Define teams and hierarchies that mirror your org structure. Assign territories and accounts to the right reps. Set individual and team goals. Track performance with leaderboards. Control access so everyone sees only what they need—from the new hire to the VP of Sales.

14-day free trial
No credit card required
Team Management - SalesTub CRM Feature
Unlimited
Teams
Flexible
Hierarchies
Clear
Accountability
Key Benefits

Why teams love Team Management

Everything you need to close more deals, faster. No fluff, just features that impact your bottom line.

Team hierarchies that match your org structure

Territory assignment by geography or segment

Role-based access control for data security

Individual and team goal setting

Performance dashboards and leaderboards

Activity monitoring and productivity metrics

Automatic lead and deal assignment rules

Manager visibility into team activities

Easy onboarding and offboarding workflows

How It Works

Get started in 3 simple steps

Simple setup, powerful results. Be up and running in minutes.

1

Create Teams

Define teams that match your organization. Create hierarchies with managers, team leads, and team members. Assign roles and permissions.

2

Assign Territories

Define territories by any criteria—geography, industry, account size, or custom segments. Assign reps to territories for clear ownership.

3

Track Performance

Set quotas and goals. Monitor progress with dashboards. Recognize top performers with leaderboards. Coach underperformers with activity insights.

The Transformation

See the difference

Without Team Management

  • Hours wasted on manual data entry
  • Leads falling through the cracks
  • No visibility into sales pipeline
  • Missed follow-ups and revenue leaks
Recommended

With SalesTub

  • Automated workflows save 10+ hours/week
  • Never miss a lead with smart alerts
  • 360° visibility into every deal stage
  • 3x more conversions with data-driven insights
Use Cases

Built for every sales scenario

Whether you're a startup looking for your first 100 customers or an enterprise scaling to millions, Team Management adapts to your workflow.

Regional Sales Organizations

Assign territories by state, region, or country. Reps see only their territory. Managers see their entire region. Leadership sees everything.

Industry-Based Teams

Organize teams by vertical—Healthcare, Finance, Retail. Each team specializes in their market with tailored pipelines and processes.

Inside vs Field Sales

Separate teams for inside sales and field reps. Different processes, different goals, different dashboards—all in one system.

Growing Startups

Start with a flat structure and evolve. Add managers, teams, and territories as you scale. The system grows with your organization.

Save 10+ Hours/Week

Automate manual data entry and focus on what matters - selling.

Increase Win Rates

Data-driven insights help you identify and close more deals.

Enterprise Ready

Scalable infrastructure with enterprise-grade security that grows with your business.

For Your Whole Team

Built for every role

From business owners to sales reps, everyone gets the tools they need.

👔

Business Owners

See the big picture. Know exactly where your revenue is coming from and forecast with confidence.

📊

Sales Managers

Monitor team performance, assign leads instantly, and ensure no opportunity slips through the cracks.

🎯

Sales Reps

Automate the boring stuff. Spend less time on data entry and more time talking to prospects.

Integrations

Seamlessly connected

Works with the tools your team already uses.

SSO Providers
HR Systems
Active Directory
Google Workspace
Microsoft 365
Slack
Email Systems
Calendar Sync
FAQ

Frequently asked questions

Over 10,000 sales professionals trust SalesTub

Ready to grow your business?

Start your 14-day free trial today. No credit card required.

14-day free trial
No credit card required
Setup in 5 minutes

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