Skip to content
Core CRM

Team and automatic assignment

Owner, sales manager, sales rep and finance roles, with new leads assigned to the team in turn.

Team and automatic assignment Team and automatic assignment (dark theme)

Invite team members, choose their roles and decide who takes part in automatic assignment. A sales rep sees only their own leads.

  • Role-based access
  • Automatic round-robin assignment
  • Audit log of who did what, when and from which IP
  • Two-factor authentication and passkeys

More features

All features
Core CRM

Lead management

Every lead's source, budget, rep and full history on one page.

Core CRM

WhatsApp messaging

All of the team's WhatsApp chats in one inbox, each message on the right lead's page.

Core CRM

Sales pipeline

Drag leads between stages; each stage shows its lead count and budget total.

Bring your sales team onto one screen

See rablok with your own lead flow. In the demo we set up a full day of your team together.