Features / Locations, teams and roles
Locations, teams and roles
Add stores, branches or companies as locations. Group admins see everything; staff see the locations they work in. Roles control who can do what.
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Unlimited locations on Enterprise (priced per location)
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Group admins with full control
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Roles like Store Manager or Sales Rep with clear permissions
What you get
- Unlimited locations on Enterprise (priced per location)
- Group admins with full control
- Roles like Store Manager or Sales Rep with clear permissions
- Per-person switches for calls, SMS, WhatsApp and lookups
- Director and Executive roles that can choose their own agent name when the company name is locked
- Set each person's agent name, voice and accent
- Switch between accounts without signing out
More features
Expenses: mileage, travel and reports
Automatic mileage, travel and hotel expenses, claims and team reports in one place.
Dashboards and sites
Ask your agent to build a live dashboard, report or web page and share it.
Documents, decks and spreadsheets
Ask for a letter, report, deck or spreadsheet and get a real, branded file.