Teamwork
Work the same record, together.
Open a record and see who else has it open. Tasks, calls and meetings hang off the records they belong to, and your team gets a morning summary and reminders so nothing slips.
What you can do
- Avatars show who else is viewing a record, and a warning appears if someone is editing the same field
- Tasks, calls and meetings tied to records, with invitations, RSVP links and on-site check-in
- A morning email of what's due today, and reminders shortly before meetings (each person can switch them off)
- Four roles (viewer, member, admin, owner) and team invitations by secure single-use links
- Installs on a phone like an app
Good to know
- Presence refreshes every few seconds rather than instantly, and the edit warning is advisory: it never blocks a save.
Illustrative previews with sample data.
Ready to bring your data together?
Create a workspace, import your customers from a CSV, and give your team one place to work from.