Regional management, without the phone calls
In Kumulator a regional manager sees every deal in their regions and their own deals, follows their distributors’ leads read-only and gets reports for exactly that area. With the AI agents add-on, stalled requests are escalated to them automatically.
Why is managing a sales region so manual?
Status by phone
Regional managers call every distributor to find out what happened.
Wrong level of access
They either see the whole company or only their own deals.
Escalations come too late
A stalled request reaches the manager only when the customer complains.
What does a regional manager get in Kumulator?
- 01
Their regions
A zonal director sees all deals in their regions plus their own; a senior zonal director also sees the regions of the directors they supervise and the dealers chosen for them.
- 02
Read-only on distributors
They are added read-only to the distributors’ copies in their regions, so they follow every lead without changing it.
- 03
Regional reports
Reports show exactly the deals they see in the CRM.
- 04
Escalations
With the AI agents add-on, the follow-up agent escalates stalled requests to the regional manager, then to management.
01One deal, seen by each role
Switch the role to see what each person gets: the sales team sees everything, the regional manager reads, the distributor sees only their own lead.
02Distributor performance
Win rate, response time and stalled deals for each distributor, over 30 or 90 days.
Frequently asked questions
Can a regional manager edit a distributor’s deal?
No. Regional roles are read-only on deals that are not theirs, and they don’t create deals.
How are regions set up?
Each dealer has their regions, company name and WhatsApp number in the user settings, or in the user import.
Can one manager supervise others?
Yes. A senior zonal director sees their own regions, the regions of the directors they supervise and the deals of the dealers chosen for them.