Manager Seat
Full access to SMVue's coaching tools for sales managers.
The Manager Seat is SMVue's primary seat type, designed for sales managers who coach their teams.
What You Get
Full Coaching Tools
- Sales Coach — Ask unlimited questions about your deals, pipeline, and reps
- Meeting Prep — 1:1 game plans drafted from your real team data
- Notebooks — Create and organize coaching notes
- Action Items — Create and assign follow-ups
- Dashboard — Full command center with Daily Brief
Team Management
- View all team members you manage
- Access each rep's pipeline and performance data
- Schedule and track 1:1 meetings
- Create skill assessments and coaching plans
Integrations
- Connect CRM — HubSpot and Salesforce (Pipedrive is in beta)
- Connect Calendar (Google or Outlook)
- Data syncs automatically in the background via webhooks, plus scheduled and manual resync
Analytics
- Team performance metrics
- Quota attainment tracking
- Win/loss analysis
- Pipeline health scoring
Who Should Have Manager Seats
Manager Seats are for:
- Sales managers who run 1:1s
- Team leads who coach reps directly
- Anyone who needs full SMVue coaching capabilities
How Managers Get Started
Managers can enter SMVue in two ways:
- Standalone manager signup: choose the individual manager path during onboarding, connect a CRM, and set up the manager workspace that holds your team's sales book.
- Executive organization invitation: when a sales executive chooses the executive persona, they first create the sales organization and receive a free Executive seat. From the Invite your team step, the executive can invite a sales manager. Accepting that invitation creates the manager's own workspace, links it to the executive's organization, grants the manager a paid Manager seat as workspace owner, and sends the manager straight to CRM-connect onboarding.
In the executive organization path, the manager is not added as a member of the executive's oversight workspace. Each invited manager owns a separate manager workspace for their team, and that workspace rolls up to the executive organization for cross-manager visibility.
How Many Manager Seats Do I Need?
Solo: 1 Manager seat (you) Team: 1+ Manager seats (purchase additional as needed)
Rule of Thumb: One Manager seat per person who coaches sales reps.
Manager Seat Capabilities
Can Do
✅ View all team members assigned to you ✅ Prepare for 1:1 meetings with briefs drafted from your team data ✅ Ask Sales Coach unlimited questions ✅ Create and organize notes in Notebooks ✅ Assign action items to reps ✅ Schedule meetings and track cadence ✅ Export data and reports
Cannot Do
❌ View team members not assigned to you (unless your Team plan org sets up a multi-manager structure) ❌ Access Executive-only analytics (coaching impact, benchmarking) ❌ Change organization settings (Owner only) ❌ Manage billing (Owner only)
Related Documentation
- Executive Seat — For executives who need team-wide visibility
- Rep Seat — For sales reps being coached
- Billing — Add Manager seats
Need Help?
Questions about Manager seats? Contact support@smvue.com