Can agents see each other's leads?

No. An agent sees only the leads assigned to them, a Team Lead sees their team, and a Sales Head sees the teams they manage. The separation is enforced in the database layer itself, not hidden behind interface buttons, so there is no workaround through exports, search, or the API.

Do I have to use teams?

No. Teams are switched off by default and the product works exactly as a simple pipeline until you enable them in Settings. A solo agent or a two-person operation never sees a single teams-related screen.

Can a team work without a Sales Head?

Yes. Every layer is optional: a team can run with just a Team Lead, with just members, or with the full hierarchy. Add roles when you hire for them and the visibility, notifications, and routing adjust automatically.

How does lead routing decide who gets the next lead?

You choose. Route campaigns to specific teams (the lead rotates fairly within that team), to individual agents, or directly to a Sales Head or Team Lead. A pool policy controls which roles are eligible for general rotation, and you decide what happens to leads no rule catches: shared pool, a designated team, or held for manual dispatch.

Is this an enterprise add-on?

No. Teams, roles, and routing are included on every LeadNudge account at AED 499 per month with 5 users and AED 99 per additional user. Competitors typically gate role hierarchies behind enterprise tiers; we do not.

Run Your Sales Team the Way It Actually Runs

Real sales operations have structure: agents who work leads, team leads who run the floor, sales heads who answer for the number. Generic CRMs flatten all of that into one shared list where everyone sees everything.

LeadNudge mirrors your org chart instead. Six roles, real teams, visibility enforced at the database layer, and lead routing that respects the structure.

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Six Roles, One Clear Chain

Super Admin: owns the account: integrations, pipeline, billing, and every lead
CRM Manager: runs daily operations: all leads, team structure, assignment and routing rules
Sales Head: manages multiple teams, sees and reassigns across all of them, and can carry their own deals
Team Lead: runs one team: their members' leads, their reassignments, their alerts
Agent: works their own pipeline, and only their own
Marketing: sits outside the lead chain entirely: reporting and campaign performance, zero access to lead records, and one free seat per account

Visibility follows the chain automatically. When a lead lands with an agent, their Team Lead and Sales Head see it and get notified; the team next door sees nothing. Every lead's page shows its full chain (agent, team, Team Lead, Sales Head), so nobody asks "whose lead is this?" twice.

Team management screen with Sales Head, Team Lead, and Agent roles

A Free Seat for the Agency That Runs Your Ads

Whoever buys your media needs to see what the campaigns produced, and has no business reading your customer list. Handing them a normal login means handing over every lead; refusing means they optimise blind and ask you for a spreadsheet every week.

The Marketing role solves that. It opens reporting and campaign performance, and it cannot reach a single lead record: no names, no phone numbers, no exports, no API access to them. The restriction is enforced in the database the same way team isolation is, not by hiding buttons, so there is no way around it through search or an export.

It also does not consume a paid seat. Every account includes one Marketing seat at no charge, because the person tuning your attribution should not be a line item you are tempted to cut.

Isolation You Can Bet the Brokerage On

Agents leaving with the client book is a real fear in commission businesses, and "we hid the button" is not protection. LeadNudge enforces lead visibility in the database layer itself: an agent's account is structurally incapable of reading another agent's leads, whether through the interface, exports, search, or the API. The same enforcement keeps one Sales Head's teams sealed from another's.

Sensitive controls stay at the top: commission percentages, integrations, and lead deletion belong to the Super Admin alone, and every sensitive action lands in an audit log.

Lead Routing That Respects the Structure

Leads from Meta instant forms,Google lead forms, and your website arrive around the clock. Built-in lead routing software decides who gets each one, with round-robin lead distribution you configure in plain controls, not a rules engine:

Campaign to team: the Downtown Villas campaign feeds the Downtown Team; leads rotate fairly among its members on the team's own counter
Campaign to person: route a launch campaign straight to a Sales Head or a specific closer
Pool policy: decide which roles compete for unrouted leads: agents only, or leadership selling alongside them
Fallback you choose: leads no rule catches go to the shared pool, a designated team, or wait for manual dispatch

Campaign routing settings: route leads to agents, a team, a team lead, or a sales head

Reassignment respects boundaries too: a Team Lead can redistribute within their team, a Sales Head across their teams, and handing a lead to a team lets the rotation pick the fairest recipient automatically.

Grows With You, Never Ahead of You

Teams are off by default. A solo operator sees a simple pipeline with zero ceremony. An owner with two agents adds nothing they do not need. The day you hire a team lead, you flip one switch, create a team, and the roles, scoped visibility, routing options, and hierarchy notifications appear, with every existing lead already in place. No migration, no re-setup, no consultant.

Reports follow the same structure: a Team Lead's scored queue and performance view cover their team, a Sales Head's covers their teams, and leadership sees the whole board.

FAQ

Common questions.

Structure Without the Enterprise Tier

Sales Heads, Team Leads, fair routing, and database-enforced privacy, included on every account. Set up your first team in five minutes.

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