Team Collaboration
One inbox for your whole office.
Shared conversations, clear owners, and accountability for every lead. See who replied, who dropped the ball, and what each conversation became.
Team View
Open conversations31
Assigned to office18
AI-handled9
Overdue follow-ups4
👈 Clicks412
📄 Visits287
✉ Forms64
📅 Booked38
✅ Won19
Accountability without the spreadsheet.
Every conversation has an owner, a stage, and a next action.
Roles and hand-offs
Office manager, estimator, AI setter: each conversation shows exactly whose court the ball is in, and hand-offs carry full context.
Follow-up that happens
Every lead gets a next action with a due time. Overdue items surface at the top of the inbox instead of dying in the scroll.
Performance you can see
Reply times, booked rates, and revenue by team member. Praise the right people, fix the right gaps.
Works with the AI setter
The setter covers nights and overflow; your people take the conversations that need a human. One inbox, no gaps between shifts.