Team Management

Seamless Team
Collaboration

Bring your entire team together. Share recordings, templates, and insights effortlessly while maintaining organized workflows that scale with your business. Built for growing teams.

Unlimited
Team Members
Scale as you grow
Shared
Template Library
Collaborate on templates
Real-time
Collaboration
Work together seamlessly

Effortless Team Organization

Manage your team members and their access with intuitive controls designed for growing businesses. Add new members in seconds and get them productive immediately.

Smart User Management

Invite team members, assign roles, and manage permissions with a simple, intuitive interface.

Flexible Seat Management

Scale your team up or down as needed. Add support staff at reduced rates, or upgrade members to full access with one click.

Multi-Team Support

Organize large organizations with multiple teams and departments while maintaining central oversight and control.

Team collaboration and management features

TEAM FEATURES

Collaborative Content Management

Share knowledge and maintain consistency across your entire organization with powerful collaboration tools

Shared Template Library

Create and share document templates across your team. Ensure consistency in client deliverables while letting each team member customize their approach.

  • Create templates
  • Share with team
  • Version control
  • Custom placeholders

Smart Visibility Controls

Control who can access recordings and documents. Share sensitive client meetings only with relevant team members while keeping general content widely accessible.

  • Flexible sharing
  • Team visibility
  • Project organization
  • Access controls

Real-time Collaboration

Work together on documents and templates in real-time. See changes as they happen and maintain version control across your entire team.

  • Live editing
  • Comment system
  • Change tracking
  • Team notifications

Team Organization

Organize team members by department, project, or role. Create custom workflows that match how your business actually operates.

  • Custom teams
  • Project grouping
  • Workflow automation
  • Role assignment

Ready to Transform Your Team's Productivity?

Join thousands of teams who collaborate more effectively with our team management tools. Start your team trial today.

Start Team Trial
Unlimited team members
Share templates & recordings