LARGE TEAMS, CLEAR RESPONSIBILITY
Clear roles. Clear activity. Better coordination.
Configure teams, roles and access while keeping lead activity, login history and performance visible to the right people.
Zutrula · Team Management
Teams and responsibility
The right people. Clear roles.
Priya K.Sales · Lead owner
AssignedArun M.Operations · Trip coordination
AssignedTeam managerTeam performance and review
ManagerTeams · Roles · Access controls
Configurable rolesAccess controlsActivity history
01 / Team Management
Responsibility has a place in the system.
Configure teams, roles and access around the work people do. Keep the right information available to the right team members.
- Configurable teams
- Configurable roles
- Access controls
Zutrula · Team Management
Teams and responsibility
The right people. Clear roles.
Priya K.Sales · Lead owner
AssignedArun M.Operations · Trip coordination
AssignedTeam managerTeam performance and review
ManagerTeams · Roles · Access controls
02 / Team Management
Know who did what.
Follow lead activity and login history, including geolocation. Review team performance with the activity context behind it.
- Login audit and geolocation
- Lead activity logging
- Team performance tracking
Zutrula · Team Management
Customer activity
A connected customer story
Requirements capturedDestination and traveller details
RecordedItinerary sharedCustomer review in progress
SharedRevision requestedHotel alternative requested
To reviewLead owner · Priya K. · Follow-up due today
The full picture
The details that make it work.
Explore the capabilities within Team Management.
- Login audit and geolocation
- Lead activity logging
- Team performance tracking
- Configurable teams
- Configurable roles
- Access controls
See how the work fits together.
Continue with Captain CRM and the connected travel workflow.