Solutions · Sales Managers

Run the floor, not the spreadsheet.

Leads distribute themselves, fairly and availability-aware. Every rep starts the day in 'Your Day' with their calls, hot leads and appointments queued. You coach from what actually happened on the calls, not from memory.

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Lead distribution · round robin
Availability-aware · weighted split optional
Ava Tremblay
Ava
0 leads
Mike Torres
Mike
0 leads
Dan Kowalski
Dan
0 leads
Priya Sharma
Priya
0 leads

No lead ever drops: a rep on a day off doesn't get leads. The next available rep does.

A day with BKD

What actually changes on the floor.

8:00 AM

The whole team starts in 'Your Day'

Every rep opens to their command centre, calls due, hot leads, today's appointments and AI suggestions. You're not assigning busywork; the day is already prioritized for each of them.

10:30 AM

Leads split themselves, fairly

New leads route by round-robin or percentage, availability-aware, so a rep's day off never strands a customer and nobody's quietly hoarding the good sources.

2:00 PM

You coach from what really happened

Instead of 'how'd that call go?', you read the AI call summary, objection, next step, sentiment, and coach the actual moment. New reps level up on real conversations, not roleplay.

5:30 PM

One text reactivates the quiet week

Slow afternoon? Send a targeted bulk text to a segment, this week's aged leads, a specific source, and let each rep's Sidekick handle the replies that come back.

Fair distribution

Leads split fairly, never dropped.

Round-robin or percentage-based rules across the floor, availability-aware so coverage never depends on who's watching the screen. Every rep gets a fair shot and every lead gets an owner.

Jordan Taylor
Jordan TaylorNew lead
Classified by type at intake
Seller Agent

Book the appraisal

Agent ready
Inventory Agent

Book the test drive

Agent ready
Finance Agent

Complete the credit app

Agent ready

Different goals, different scripts, different tools, built in, out of the box.

Coach from reality

Every call, summarized for you.

Calls are transcribed and summarized automatically, the objection, the commitment, the next step. Coach from the actual conversation and spot the coachable moments without listening to hours of recordings.

Sarah Mitchell
Call with Sarah Mitchell
Inbound · 4:12 · just now
Summarized
Summary
Wants the RAV4 in white, not black
Trade-in: 2019 Civic, ~80k km
Budget around $550/mo, 72 months
Sentiment
Positive
Next step
Book Sat 10am test drive
Auto-generated from the call · review in 10 seconds
Move the floor fast

Reactivate a segment in one send.

Target a segment, send once, and let each rep's Sidekick work the replies as them. Turn a slow afternoon into booked appointments without pulling reps off what's in front of them.

Bulk text
Tag: Spring Service214 contactsFrom: each rep's own number
Sarah MitchellSarah MitchellDelivered
Derek ChanDerek ChanDelivered
Tanya RoyTanya RoyDelivered
Luis MorenoLuis MorenoDelivered
Jordan TaylorJordan TaylorDelivered

Per-recipient tracking. Replies route back to the right thread and owner.

0%
Of leads with a clear owner
0
Leads stranded by a day off
0%*
Less time spent assigning and chasing
0
Screen to run the whole floor

*Illustrative. Final numbers coming with our first cohort results.

Manage the floor from one screen.

A 30-minute walkthrough with our team. Bring your toughest lead source.

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