Business Size / Mid-Market & Multi-Branch

One CRM. Many branches. One source of truth.

For 30 to 100+ people across branches, regions, or business units. Branch-level pipelines, regional rollups, head-office dashboards. Without a six-month rollout.

Pro · 64 users · Multi-branch view
Branches, rolled up
Each branch sees its own. HQ sees the group.
Nairobi branch
24 reps · 86 active deals
KES 38M
Mombasa branch
18 reps · 54 active deals
KES 22M
Kisumu branch
14 reps · 32 active deals
KES 11M
Group total
56 reps · 172 deals · live
KES 71M
What you get

A view for the branch. A view for the group.

Per-branch pipelines

Each branch runs its own deals. Branch manager sees their team. No data salad.

Group-level rollups

HQ sees the consolidated view. Branch performance, regional totals, group forecast. Live.

Permissions that hold

Branch staff see their branch. Regional leads see their region. HQ sees everything. No leakage.

Benchmarks across branches

Which branch is winning? Which is slipping? Why? Compare apples to apples, not anecdote.

What mid-market really needs

The realities of running it at scale.

New branch, no project

Open a new location? Spin up a branch pipeline in an afternoon. No three-month implementation.

Multiple business units

Several lines of business, several legal entities. Run them as separate spaces under one group. Each protected from the other.

Automation at scale

Lead routing across branches by region or product. SLA monitoring. Stage triggers. No manual triage at this size.

Audit and compliance

Every change logged with user and timestamp. Pull audit trails per branch or per period. Auditors stop being a fire drill.

Recommended plan

Most teams your size pick Pro.

For your size
Pro Plan
$199/mo · plus $3/extra user/mo
  • Multi-branch pipelines and rollups
  • Branch, region, and group dashboards
  • Advanced permissions and audit trail
  • Lead routing across teams and locations
  • API access and integration support

Three branches, 50 staff, and one head office that needed to see the whole picture. Nairo gave each branch its own view and gave HQ the group rollup. No spreadsheets at month-end any more.

PO
Peter O.
CFO · multi-branch retailer

Run the group on one set of numbers.

Start free. Add branches and seats as you grow. Talk to sales when you cross 250+ team members.