One person runs the roster, everyone gets a seat, and the month's leads and reports come out of one shared pool.
A team is not a pile of individual accounts with the same logo on them. One owner manages who is on it, everyone works in the same place, and the spend is in one place instead of on somebody's personal card.
- An owner who adds and removes people, with an invite link.
- A seat for each agent, with their own conversation and their own leads.
- 15 new leads and 10 analyzer reports a month for every paid seat, in one pool the whole team shares, and 20 minutes of voice coaching for each seat.
- Your brand set once: your logo and colours on the reports your clients see.
Who sees which leadsThe person who runs the team sees every lead and can hand any of them out. Everyone else sees and works only the leads assigned to them: they can assign, tag, archive and message those, and a lead they add themselves is theirs. That holds everywhere, in the lead list, in search, in the chat, on the phone and in the notifications. Connecting another app to the team or making an API key reads the whole book, so that is the owner's call too.
A new teammate starts with an empty listLeads arrive unassigned unless routing hands them out, and an unassigned lead belongs to the person who runs the team. So a teammate sees nothing until somebody assigns them a lead or they add one themselves. Past clients in your sphere are not split this way yet.
PricingA seat is $25 a month, priced like Pro. Once a team pays for 5 seats, 2 more are free. The team shares one texting number. A team is set up with a founder today, so the pricing page's Teams card opens a short form rather than a checkout.