teams
one firm, several studios, one picture of your clients.
Group your people into studios, offices or sector groups. Each team gets its own page, pipeline, news feed and reports; the firm keeps one database, one set of clients and one win rate.
how it works
make the teams, seat the people, done.
An admin makes the teams and seats people on them. Every project, company, contact and event belongs to a team — several, if the job is shared, with one as primary.
Start teams from a category’s tags, so an existing “Sector” field becomes your sector groups in a click.
what each team sees
a director sees everything. a studio sees its studio.
Your settings decide whether a team sees only its own records, the whole firm’s, or something in between, and what it may change.
Reports are read per team or for the firm; the board has a segment per team; the feed has a feed per team, and @team reaches everyone on it.
why it matters
the picture stays whole. the day-to-day stays local.
Mid-size firms lose the picture between studios: the Brisbane office doesn’t know Sydney already works with the client.
Teams keep the picture whole and the day-to-day local.
set up your studios in your first session.
A twenty-minute setup session with Nick, and your teams are made from the categories you already use.
Instant access. No credit card required.