On the Business plan you can add team members from Settings. Everyone signs in with their own account and works from the same customers, pipeline and follow-ups — so a sale never stalls because the one person who knew about it is busy.
- Invite a team member by email from Settings.
- Daily task emails go to each member with their own due follow-ups.
- Remove access anytime — your data stays with the business.
Still stuck? Contact us — a real person reads every message.