5For sales teams
Your next team meeting lasts 15 minutes.
Your Monday 9am before Orkasa
3 hours of meetings asking “what happened with that lead?”.
Your top performer closed 14 units · you don't know exactly how.
The forecast you give the CEO is a gut feeling. You're 40% short at month-end.
Transparent pipeline for everyone, automated rule-based lead assignment, live leaderboard, and AI forecasting. The system your sales manager has wanted for five years.
✓ Team onboarding in 3 days✓ Gamification on/off✓ Integrates Salesforce/HubSpot
October 2026
8 reps · target $360k
Closed · team
Top performers · this month↻ updated 2 min ago
1👑
SP
Sofía Pérez
$124k
2
CM
Carlos Méndez
$98k
3
RJ
Roberto Jiménez
$72k
4
AV
Ana Vargas
$54k
5
DR
Diego Rivera
$32k
Quota · top 1
$124k · target $130k
Quota · team
12 days remaining
Forecast
$342k
95% · ±5%
🔥
Sofía broke the record+3 closes in 1 week
Sales teams running on Orkasa
+62
Active teams in LATAM
+480
Reps on the platform
+47%
Average close rate lift
3d
Onboarding a new rep
Day-to-day without Orkasa
The problems that only a sales manager knows.
They're not your team's problems. They're system problems · that your team has to work around every single day.
● Before
3 hours just to find out what happened.
Every rep reports from memory. You build a spreadsheet as the meeting drags on. Nobody is aligned.
● With Orkasa
A 15-minute meeting.
Every rep opens their dashboard at the start. You arrive with numbers, not questions.
3h · 18m
“What about María's lead?”
“Uhh... I've got it”
“When did you call them?”
15min
FULL MEETING
Review top 3 deals
Blockers per rep
Plan for the week
2h45 saved every Monday. That's nearly 12h a month · just of your time.
● Before
Good leads to the wrong rep.
A premium Meta Ads lead · drops to whoever is on rotation (not the local expert) · goes cold in 24 hours.
● With Orkasa
Rule-based + AI assignment.
You configure: zone, specialty, language, peak hours, current capacity. The lead always goes to the right rep.
PH Costa del Este · $750k
LOST
Torre Lux · $980k
COLD
Penthouse SF · $1.2M
LOST
→
PH Costa · Sofía P.Zone + pre-sale expert
→
Torre Lux · Carlos M.Pre-sale specialist
→
PH SF · Ana V.English + US client
+47% conversion improvement. The right lead to the right rep · every time.
● Before
Your team can't see each other.
They don't know who's leading · there's no leaderboard · no motivation beyond commission.
● With Orkasa
Live leaderboard · office TV.
Climbing 3 spots becomes a sport. Commissions go up with it · without extra pressure.
Rep 1
— —
Rep 2
— —
Rep 3
— —
“...I don't know how everyone else is doing”
1
SP
Sofía
$124k
2
CM
Carlos
$98k
🔥 STREAK · 5
Configurable on/off. If your culture prefers not to expose rankings · turn it off in 1 click.
● Before
“What do I tell the CEO?”
End of quarter — the sales manager promises X to the CEO based on gut feel. By month-end, they're 40% short.
● With Orkasa
AI forecast · ±5% deviation.
Every lead has its AI close-probability score. We sum those scores · that's your real monthly forecast.
🎲
“I think we'll hit $300k”Gut feel · no data
Oct forecast
95% conf
$342k
Range $325k – $358k · ±5%
The CEO stops pressuring you. They know what to expect · and you know what to promise.
What sets us apart for sales teams
6 tools built for sales managers.
Not a generic CRM adapted to your team. It's the complete operation of your sales team · every single day.
Live leaderboard
Visible on the office TV or on mobile · rankings by quota, closes, and streaks · gamification on/off per your culture.
CONFIGURABLE · ON OFF IN 1 CLICKSmart lead assignment
Rules by zone, specialty, language, peak hours, current capacity · if no response in 10 min, escalates to the manager.
+47% CONVERSION IMPROVEMENTQuotas and goals · real-time tracking
Monthly quota per rep · live tracking · alert when someone falls behind · AI-suggested catch-up plan.
ZERO MONTH-END SURPRISESAI forecasting
AI score per deal · close probability · real monthly forecast with ±5% deviation · ready for the CEO.
FORECAST ±5% · VS ±40% BEFORECoaching tools · recording + AI
Call recording · auto transcription · AI speech analysis · weekly feedback per rep without you having to listen to everything.
SCALABLE COACHING · EFFORTLESSIntegrates Salesforce + HubSpot + Pipedrive
Two-way sync with your existing CRM · multi-country workflow · ROI attribution by Meta/Google Ads channel.
API · WEBHOOKS · ATTRIBUTIONWhat other sales managers say
Sales managers and heads of sales. From dedicated teams.
Three sales teams across LATAM. The same control over pipeline and team.
My team of 8 reps closed 3× more pre-sales than the previous team on the same project. The difference: properly assigned leads, leaderboard on the office TV, and 15-minute Monday meetings.
Fernando Aguilar
Head of Sales · Luxury Panama Team
🇵🇦 Punta Pacífica · 8 reps · luxury tower pre-sale
3×
Closes vs previous team
Before, the monthly forecast was a gut feeling. We were 40% short by month-end. Now Orkasa's forecast is within 5% deviation. The CEO stopped asking every Monday.
Valeria Lozano
Commercial Manager · MX Realty Partners
🇲🇽 CDMX · 18 reps · multi-product
±5%
Forecast deviation · vs ±40% before
Onboarding a new rep used to take us 6 weeks. With Orkasa's coaching tools (recording + AI analysis), they reach productivity in 3 weeks. And my top performer teaches without sitting with each one.
Mauricio Bermúdez
Sales Director · Bermúdez Real Estate
🇨🇴 Bogotá · 22 reps · sales + pre-sale
3 wks
Onboarding · vs 6 wks before
Pricing for sales teams
Team of 5. Or team of 50.
14 days free · No credit card · Team onboarding in 3 days.
MOST POPULAR
Team
2 TO 10 REPS
$89/mo
Try Team for 14 days- ✓Up to 10 reps
- ✓Shared kanban pipeline
- ✓Smart rule-based assignment
- ✓Live leaderboard · TV or mobile
- ✓Quotas and goals per rep
- ✓AI forecasting · ±5% deviation
- ✓Gamification on/off
- ✓Priority support · < 4h
Brokerage
10 TO 50 REPS
$149/mo
Try Brokerage for 14 days- ✓Everything in the Team plan
- ✓Coaching tools · recording + AI
- ✓Sync Salesforce + HubSpot + Pipedrive
- ✓Meta/Google Ads attribution · ROI
- ✓Enterprise SSO + audit logs
- ✓Granular permissions · multi-country
- ✓API + webhooks
- ✓Account manager + on-site onboarding
Enterprise · multi-team multi-country
Multiple sales teams? Regional LATAM operation?
Enterprise SSO, data residency, 99.9% SLA, custom coaching tools, multi-country forecast consolidation, and cross-team benchmarking.
FAQ
What sales managers ask us most.
How long does it take to onboard a new rep?+
3 days on average. The UI is intuitive enough (like WhatsApp Business + a kanban) that they pick it up without formal training. You show them how leads are assigned, how to update the pipeline, where the leaderboard is, and they're off. In the first month, the coaching tools accelerate the curve.
Does it support multi-country and multi-team workflows?+
Yes, on the Brokerage plan. Workspaces per country with their own configuration (language, currency, compliance, assignment rules). The regional sales director sees the rollup · each country manager sees only theirs. Forecasts can be consolidated or broken down.
Does it integrate with our existing tools (Salesforce, HubSpot, Pipedrive)?+
Yes, on the Brokerage plan. Two-way sync with Salesforce, HubSpot, Pipedrive via API · every lead stays in sync on both sides. If you want to migrate fully, we'll help you transition at no cost during the first 30 days.
How do the coaching tools with recording + AI transcription work?+
On the Brokerage plan. Calls are recorded and transcribed automatically. The AI analyzes patterns from your top performer and suggests weekly feedback per rep. You don't have to listen to every call · only the ones the AI flags as critical.
How are lead assignment rules configured?+
You define rules by geographic zone, specialty (pre-sale/resale/commercial), client language, peak hour, and each rep's current capacity. If a lead isn't answered in 10 minutes, it automatically escalates to the sales manager. Configurable in 15 minutes without code.
Can gamification and the leaderboard be turned off?+
Yes. Some sales cultures (more boutique LATAM markets, Chile, Mexico City, certain luxury teams) prefer not to expose rankings publicly. You configure it per team: leaderboard visible to everyone, only to management, or off. Quotas and metrics keep running · only visibility changes.
How accurate is the AI forecast?+
Average deviation of ±5% on the monthly forecast · vs ±40% for gut-feel forecasts. Every deal gets an AI close-probability score based on signals (stage, time in pipeline, interactions, client profile). We sum those scores and get the real forecast for the month.
How does cross-selling work between products on the same team?+
Every rep can see the agency's active products. When a lead doesn't qualify for the initial project, Orkasa automatically suggests alternatives (different price, different zone, different unit type) and the rep can transfer the lead to the right specialist · without losing the source or the originating commission.
How do we handle client consent for call recording (Panama compliance)?+
Required in Panama and recommended throughout LATAM. Orkasa sends an automatic message to the client at the start of the call requesting consent (audio + WhatsApp text). If the client declines, the call continues without recording. Complies with Panama's Law 81 on data protection and GDPR for US/EU clients.
Your next Monday meeting. Lasts 15 minutes.
14 days free · No credit card · Team onboarding in 3 days
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