Scale
Built for a floor, not just a founder
Roles that match how a sales organization actually works, assets shared once instead of forwarded, and reporting that reaches leadership on its own.
What it does
Team collaboration in practice
Shared assets, clear roles, visible results
01
Roles that match the org chart
Admins, team managers, and team members, with additional roles for editors, chat senders, and inventory managers. Each sees what they should and nothing they should not.
02
Group reps the way you actually work
Group reps into teams for stats filtering, assignment scoping, and per-team sending numbers. Multi-location groups can link accounts and roll reporting up across all of them.
03
Share assets, not screenshots
Pages, templates, media albums, lists, forms, and canned messages each have their own sharing controls, so the right people get access without anything being duplicated.
04
Visibility without micromanagement
A leaderboard on the home dashboard, a team stats dashboard filterable by rep and date, and per-user drill-downs make adoption and results obvious at a glance.
05
Onboard in a day
Invite by email or a shareable join link, send invitations by text, and point new reps at an in-app library of tutorials.
What changes
Why teams turn this on
- Managers stop asking reps to report their own numbers
- A new hire is sending on day one, not week two
- One approved set of assets, not eight versions in eight inboxes
See what your customer sees
Start free in a few minutes, or have us walk you through it against your own process.
No contract on Essential. Free migration from your current tool.