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PERFORMANCE, WITHOUT THE GUESSWORK

Make performance visible. Make growth motivating.

Give managers a live view of performance, due work and team growth—then turn conversions and lost leads into moments that help agents improve.

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Zutrula · Agent Performance
Agent performance
Progress you can see.
Illustrative team growth
JanFebMarAprMayJun
Calendar and due workFollow-ups and tasks
Today
Agent and team viewPerformance and coordination
In view
Live dashboardsGrowth chartsMaker-checker controls
01 / Agent Performance

Lead the team with a live view.

Bring agent performance, growth charts, calendars and due tasks into view. Managers can coordinate work with a clearer picture of individual and team progress.

  • Live performance dashboards
  • Agent growth charts
  • Calendar and due-task reporting
Zutrula · Agent Performance
Agent performance
Progress you can see.
Illustrative team growth
JanFebMarAprMayJun
Calendar and due workFollow-ups and tasks
Today
Agent and team viewPerformance and coordination
In view
02 / Agent Performance

Make progress worth celebrating.

Use organization banners, conversion celebrations and gamification to recognize wins. Lost-lead motivation helps keep the team focused on learning and moving forward.

  • Organization banners
  • Conversion celebrations
  • Agent gamification and motivation
Zutrula · Agent Performance
Team recognition
A conversion worth celebrating.
✦

Well done, Priya!

A new trip confirmed.

Organization banners · Conversion celebrations
03 / Agent Performance

A second check. A clearer process.

Add maker-checker controls to support due diligence, while keeping the team’s responsibilities and coordination visible.

  • Maker-checker controls
  • Team coordination
  • Visible due work
Zutrula · Agent Performance
Maker-checker workflow
Ready for a second look.
Prepared by agentTrip details ready for review
Submitted
Manager reviewDue-diligence check
Pending
A review step supports a clear, coordinated process.
The full picture

The details that make it work.

Explore the capabilities within Agent Performance.

See how the work fits together.

Continue with Captain CRM and the connected travel workflow.

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