Salesman

The Problem

Many businesses struggle with fragmented sales operations—using disjointed tools for managing leads, agent performance, and commission calculations. Manual processes lead to errors in payouts, lost documents, and poor visibility into sales pipelines. Small and medium businesses often cannot afford dedicated CRM infrastructure.

• Fragmented tools across sales operations
• Manual commission calculations prone to errors
• Lost contracts and document tracking issues
• Lack of customer visibility into purchase status
• No coordination for post-sale operational tasks

The Solution

Salesman consolidates lead management, agent coordination, commission tracking, and customer relationship management into a single, cohesive platform. The multi-tenant architecture enables cost-effective shared infrastructure while maintaining complete data isolation between organizations.

Multi-Tenant Architecture

Built for scale, the platform provides complete data isolation between organizations with organization-specific configurations for email, templates, and products.

• Complete data isolation between organizations
• Cost-effective shared infrastructure
• Organization-specific configurations
• Role-based access control at organization level

Lead Lifecycle Management

The platform manages leads through a comprehensive workflow from NEW to CLOSED, with automatic duplicate prevention, document attachments, and multi-stage contract signing integration.

• Automatic duplicate prevention (same customer + product)
• Shared pool for unassigned NEW leads
• Document attachments per lead
• Multi-stage contract signing with OpenSign
• Payment recording and verification

Role-Based Access Control

Five distinct roles ensure proper access and permissions across the platform: SUPER_ROOT (Platform Admin), ROOT (Organization Owner), ADMIN (Operations Admin), AGENT (Sales Agent), and CUSTOMER (Portal User).

Commission & Payout System

Automated commission calculations with configurable policies including agent earnings, manager overrides, and referral bonuses. Batch payout processing with email notifications and acknowledgment tracking.

• COMMISSION: Agent earnings from sales
• OVERRIDE: Manager earnings from team sales
• REFERRAL: Customer earnings from referrals
• Batch payout processing with proof documents
• Email notifications and acknowledgment tracking