When a company grows, everyone needs a card, but the look and the data must stay under control. The team portal gives each employee their own card and the manager a full overview. Here is how.
Without a system, each employee makes a card their own way, so the company looks inconsistent and no one knows who brings how many contacts. With the team portal everything is in one place: a consistent brand and clear numbers.
From the portal you add an employee, who gets their own account and their own card. The employee logs in, edits their details, and uses the card, while the brand stays within the frame you set.
In one view the manager sees all employees, their cards, and the contacts they have gathered. From there they manage the team, with no jumping from account to account.
Team analytics shows the performance of the whole team: who has the most visits and saved contacts. The leads of the whole team gather in one place and export to CSV or go to a CRM.
Employees, the manager dashboard, and team analytics are available from the Unlimited plan.
For fairs and conferences, the team uses event mode with a custom form. All gathered leads carry the event tag, so you later know which campaign brought which contacts.
For full control over the brand, see the White-label options in the Agency plan.
The manager adds twenty employees, each gets a card in the company style. From one view they track who performs best and spread that practice across the team.
Yes, each person edits their own details in the portal, while the brand stays consistent.
The manager removes the account, and the card and gathered contacts stay with the company.
Team options come with the Unlimited plan, the full workspace with the Agency plan.
See the plans