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SOLUTIONS · SCALE-UPS

Grow the team, not the tool bill.

Going from three reps to thirty breaks the tools that got you here. Workloom gives managers routing, coaching and a forecast from live deals, and gives every new rep a queue that works on their first day.

  • Managers
  • SDR teams
  • Forecasting
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THIS PAGE IS FOR
Sales leaders growing a team from a handful of reps to several pods.
You have a motion that works and need it to hold as headcount doubles.
LOOKING FOR SOMETHING ELSE?
Workloom for startups Why the product fits a founder-led sales team.
Workloom for enterprise Roles, audit, SSO and control for large teams.
Workloom for RevOps Governance, routing and data model in one rulebook.

WHAT BREAKS AT THIS STAGE

The motion works. The tools don’t scale with it.

01

New reps take months to ramp.

They inherit a CRM with half the history and learn the playbook by shadowing whoever has time.
02

Leads land with the wrong person.

Round robins, territories and inbound all live in different tools, so leads bounce between reps.
03

The forecast is a meeting, not a number.

Managers spend Friday chasing reps for updates instead of coaching them.
04

Every new seat multiplies four bills.

CRM, data, sequencer and dialer licences grow with each hire.

WHAT CHANGES

Built for the manager and the new hire.

WORK SESSION

Productive on day one

New reps get a queue with the brief, the dialer and the script in one place.
Work session →
ROUTING

One rulebook for every lead

Territories, round robin and account ownership in ordered rules, used by inbound and outbound alike.
RevOps →
CRM

A forecast from live deals

Commit and best case come from deals that are current, with stale ones flagged.
CRM →
WREN

Coaching from real calls

Wren spots where reps lose and shows the call where a teammate won.
Wren →
TEAMS

Pods, managers and scopes

Teams nest from company to region to pod. Managers see their pod and everything below.
Enterprise →
ACADEMY

Training you don’t have to write

New reps take the free Workloom course before they touch a live account.
Academy →

ADDING A REP

What a new hire’s first week looks like.

  1. 1

    Monday

    Invited to the workspace with a role and a pod. They see their accounts and nothing else.
  2. 2

    Tuesday

    They finish the Academy course and get a sandbox to practise in.
  3. 3

    Wednesday

    Their first work session: a queue of warm callbacks and follow-ups.
  4. 4

    Friday

    The manager reviews their calls with Wren’s coaching notes.
FOR THE SALES LEADER

Headcount that turns into pipeline faster.

→Ramp time you can measure
→A forecast without the Friday chase
→Coaching from what happened today
FOR THE NEW REP

Know what to do from the first hour.

→A ready queue with the brief
→The history of every account
→Feedback on real calls

QUESTIONS

What people ask first.

Can we run several pods with different processes?
Yes. Stages, required fields and task types can differ by pipeline and team.
How do managers see their team?
A My team view shows calls, connects, meetings and stale deals for their pod and everything below it.
Can we keep our CRM for other departments?
Yes. Keep HubSpot for marketing or support, and Workloom updates it one way so nothing is overwritten.
How are seats priced?
Each plan includes a number of reps, and you can add seats as you hire. See pricing for the details.

Double the team, keep one tool.

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