One sales team, one shared picture — with the permissions each person needs
The whole route from the first click to the paid invoice is shown to you by the company world. This page is about your team’s working day: who sees which deal, how you work on a piece of business together and how you keep the overview as a lead — without knowledge trickling away into individual mailboxes.
- JR
- TK
- NA
- JR
JanaThe customer wants the charging infrastructure listed separately. Do I pull it out of the quote?
- TK
TobiasYes, two line items. @Nils knows the maintenance tiers — let him take a quick look.
- NA
NilsTiers are fine. From ten sites the discount applies.
Quote in its second version, customer reply outstanding, deadline Friday.
Screens from a demo workspace. Companies, people and figures are fictitious.
This is how your team works from one picture
Not the selling route (that runs in the company world) but the working day in the team: clear permissions, shared views, working together right on the record and the overview for the lead.
When everyone sells out of their own mailbox, the team loses the overview
A sales team is more than the sum of its lone fighters. As soon as knowledge sits in private mailboxes, spreadsheets and heads, handovers break — and the lead is flying blind.
- Knowledge sticks to people
One knows the customer, another the history. If somebody is out, the deal is orphaned — whoever takes over starts from nothing.
- See everything or see nothing
Either everyone may change every record, or half the team is locked out. A clean middle way — your own, the team, your direct reports — is missing from most tools.
- Leading by shouted updates
How does the pipeline really stand, who is stuck? Without a shared picture the lead answers that in the meeting by gut feeling instead of by number.
Everyone sees exactly their own section
Roles and permissions govern who may do what — five levels from your own record through the team to your direct reports. You distribute new leads automatically in rotation across the team instead of shouting them out.
See the moduleOne shared deal picture instead of ten spreadsheets
The pipeline sits visible on the kanban board for everyone involved. As a lead you automatically see your direct reports’ deals through the manager hierarchy — without fetching updates.
See the moduleThe discussion happens right on the deal
Every chat hangs on the record instead of in a separate tool. @mentions bring colleagues in, and the handover mode summarises where things stand — if somebody is out, another person takes over seamlessly.
See the moduleNo deadline goes under
Quote validity, invoice due dates, contract renewal and appointments come together in one team feed — everyone sees what is due today and this week.
See the moduleThe lead leads with numbers
Live dashboards show pipeline, closings and satisfaction from the same data. You share a board deliberately with individual people — from the overall view to the view for your own team.
See the moduleOne picture, many heads: everyone works within their permission, everyone sees the same record — instead of losing knowledge in individual mailboxes.
From the first click to the paid invoice
Here you see how your team works together. The complete sales route — campaign, funnel, lead, deal, quote with a signature, invoice and looking after the customer — is shown to you station by station by the company world.
The whole route station by station: the company world
What a team lead values about Funnalized
Permissions here are not an on-or-off switch but a fine instrument — enough control for the lead, enough freedom for the team.
Check a role before you hand it out
The permission simulator shows field by field what a role could see and change — with the reasoning for why. No nasty surprises after rolling it out.
Permissions down to field level
Margin, purchase price, commission: not every number belongs in every hand. Individual fields can be hidden per role — within the same record.
Cover without permanent permissions
If somebody briefly needs access to another area, you hand out permissions on a time limit that expire by themselves — instead of doors left permanently wide open.
Share a single deal deliberately
If somebody exceptionally has to look at exactly one piece of business, you share it individually — read or edit, optionally with an expiry — without rebuilding the whole role structure.
Bring your sales team onto one picture
Sign up and see at launch how your team works on a shared piece of business — with permissions that fit every role.
€50€150/ month · permanently
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