How It Works
Shared Contact Lists
Give your entire team access to the same up-to-date contact information, eliminating data silos and confusion.
Real-time Updates
See live updates when team members interact with clients, add notes, or complete tasks.
Team Communication
Built-in messaging and notes system for internal team coordination about client accounts.
Activity Visibility
Track team activities and client interactions to prevent duplicate efforts and ensure comprehensive coverage.
Role-based Access
Control what information team members can view and edit based on their roles and responsibilities.
Workflow Coordination
Assign tasks, delegate responsibilities, and coordinate complex client workflows across team members.
Impact on Your Business
Reduction in Duplicate Efforts
Faster Team Onboarding
Improvement in Communication
Increase in Team Efficiency
Real-World Applications
Scenario
A new team member joins mid-project and needs immediate access to all client history and ongoing conversations.
Outcome
They instantly access shared contact profiles with complete interaction history, enabling them to contribute meaningfully from day one.
Scenario
Multiple team members are working on the same large client account but lack visibility into each other's activities.
Outcome
Real-time activity feeds show who contacted the client, when, and about what, preventing confusion and ensuring coordinated service.
Scenario
A team lead needs to redistribute client accounts when a team member goes on leave unexpectedly.
Outcome
Role-based access controls allow seamless transfer of client responsibilities with full context and history intact.
Key Capabilities
Integrations & Compatibility
Slack Integration
Sync team activities and notifications with Slack channels
Microsoft Teams
Share client updates and coordinate through Teams
Google Workspace
Integrate with Gmail, Calendar, and Drive for seamless workflow
Zoom Integration
Coordinate team meetings and client calls
Trello/Asana
Sync client-related tasks with project management tools
WhatsApp Business
Team coordination through WhatsApp Business groups