AUTOMATED SYNCHRONIZATION

Sales Intelligence
That Updates
Automatically

Enterprise CRM integration via Zapier. Real-time leaderboard synchronization. Advanced gamification engine. Eliminate manual data entry forever.

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Enterprise Security
99.9% Uptime SLA
Unlimited Users
Synced Up Salesboard Dashboard Preview
THE PROBLEM

Manual Workflows
Killing Productivity

Your team is trapped in an endless cycle of manual data entry

INEFFICIENT PROCESS

  1. Access CRM system to retrieve sales data
  2. Export transaction records to CSV format
  3. Launch spreadsheet application
  4. Manually transfer each data point
  5. Debug formatting errors and broken formulas
  6. Recalculate leaderboard rankings
  7. Compute commission and bonus structures
  8. Repeat daily without exception
2.3 hrs
wasted per week on manual leaderboard management
THE SOLUTION

Complete Process Automation

Configure once, automate forever

Intelligent Workflow

  • Transaction closes in CRM (Pipedrive, HubSpot, Salesforce)
  • Zapier webhook transmits data automatically
  • Leaderboard synchronizes in real-time
  • Celebration protocol activates (configurable)
  • Commission calculations update instantly
  • Zero human intervention required
Zapier Integration
Workflow Visualization
Legacy Spreadsheet vs. Automated Dashboard
IMPLEMENTATION

Deploy in Under 10 Minutes

Three-step configuration. No technical expertise required.

1

Configure Webhook

Access your unique webhook URL from the dashboard. Integrate with Zapier in under 30 seconds using our secure endpoint.

2

Connect CRM

Establish Zapier automation workflow. Map three essential fields: agent identifier, transaction value, timestamp.

3

Activate System

Enable automation protocol. Every transaction now synchronizes automatically. Perpetual leaderboard updates begin.

Average deployment: 12 minutes
CAPABILITIES

Enterprise-Grade Features

Purpose-built for insurance sales organizations

Real-Time Synchronization

Instantaneous updates powered by database subscriptions. Zero latency, zero manual refresh, zero delays in data propagation.

Zero Manual Entry

Zapier webhook architecture automates CRM synchronization. One-time configuration, then complete automation forever.

Advanced Gamification

Eight celebration animations and six audio effects. Transform transactions into motivational moments with configurable triggers.

Custom Compensation Tiers

Configure premium-based or volume-based bonus structures. Real-time earnings visibility as transactions process.

Multi-Location Architecture

Manage unlimited office locations. Cross-location performance analytics, competitive tracking, single-click navigation.

White-Label Branding

Upload logo assets, configure brand colors, customize nomenclature. Complete visual ownership of your intelligence platform.

Mobile-First Design

Access leaderboard data, configure settings, monitor performance metrics from any device. Full iOS and Android optimization.

Automated Commission Tracking

Bankroll and commission data storage with automatic calculation. Eliminate spreadsheet formulas and manual computation.

HOW IT WORKS

See It In Action

Complete walkthrough in under two minutes

CLIENT RESULTS

Enterprise Deployments

Validated results from production environments

Eliminated 8 hours weekly of manual spreadsheet maintenance. Implementation required 12 minutes. Leaderboard now self-manages with complete accuracy and team engagement improved measurably.

AH

Anonymous Healthcare Agency

128 Agents

The gamification system delivers exceptional results. Real-time transaction visibility with celebration protocols creates immediate recognition. Agent motivation metrics show significant improvement.

PH

Platinum Health

17 Agents

Previously allocated 2 hours every Friday to leaderboard updates. Now completely automated. Time redeployed to coaching and strategic development instead of administrative tasks.

AS

Agency Sales Director

42 Agents

2,847+
transactions synchronized automatically this week
PRICING

Transparent Enterprise Pricing

Complete feature access. No hidden costs. Flexible cancellation.

Enterprise Standard

Professional Platform

$299/month

Complete salesboard automation infrastructure

  • Unlimited agent accounts
  • Unlimited office locations
  • Zero manual data entry (Zapier integration)
  • Real-time leaderboard synchronization
  • Eight celebration animations plus six audio effects
  • Custom bonus tier configuration
  • White-label branding system
  • Multi-location management console
  • Mobile-responsive dashboard
  • Daily, weekly, monthly, quarterly analytics
  • Automated commission tracking
  • Priority technical support
Initiate 14-Day Trial

No payment method required. Complete feature access during evaluation. Cancel anytime.

SUPPORT

Technical Documentation

Is developer expertise required for implementation?
No technical knowledge necessary. Zapier manages all integration complexity. Configuration involves copying webhook URL, creating automation workflow, and mapping three data fields (agent identifier, transaction value, timestamp). Average completion time under 15 minutes with provided documentation.
Which CRM systems support integration?
Compatible with any CRM offering Zapier connectivity (99% of enterprise CRMs). Verified compatibility: Pipedrive, HubSpot, Salesforce, Zoho, Close.io, Monday.com, plus 5,000+ additional platforms. If Zapier integration exists, Synced Up synchronization is supported.
Can agents manipulate leaderboard data?
Impossible. All data originates exclusively from CRM via authenticated Zapier webhooks. Agents possess zero editing privileges—only your CRM can transmit authorized data. System architecture prevents agent-side manipulation entirely.
Are bonus structures customizable?
Fully configurable. Establish premium-based compensation (e.g., $5,000-$7,000 premium equals $500 bonus) or volume-based structures (e.g., 15-20 transactions equals $750 bonus). Configuration interface requires 60 seconds. Adapts to any compensation architecture.
How does multi-location management function?
Unlimited office location support under single enterprise account ($299/month covers entire organization). Cross-location performance comparison, inter-office competitive tracking, or consolidated agency-wide analytics. Single-click location switching.
Does white-labeling include complete customization?
Complete visual ownership. Upload agency logo assets, configure brand color palette, customize company nomenclature. Entire dashboard reflects your corporate identity—clients and agents perceive custom-built proprietary platform.
What does the 14-day evaluation include?
Registration requires email only, zero payment method collection. Complete feature access for 14-day evaluation period. Continued usage: $299/month subscription. Dissatisfied: cancel anytime with zero friction or obligation.

Eliminate Manual Processes.
Deploy Intelligence Today.

Join enterprises saving 2+ hours weekly on leaderboard automation

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