Team & white-label
Add your whole team at no per-seat cost, and on the Agency plan, put your own brand on the entire platform.
Invite your team
Open Settings → Team to manage members, invites, and seats. Paid plans include unlimited team members, so there's no per-seat math — add everyone who touches a lead.
Send an invite
Enter a teammate's email; they receive a link to accept and set a password.
Set the role
Roles control access — for example, only owners and admins (managers) can approve AI sends, manage billing, or configure messaging.
White-label branding (Agency)
On the Agency plan, managers can open Settings → Branding to replace "Sales Team Toolbox" throughout the portal with your own:
- Upload your logo.
- Set your brand name.
Your logo and name then resolve across the app header and portal, so your clients see your brand, not ours.
White-label branding is live today. Broader reseller tooling — client sub-accounts and API access — is on the Agency roadmap; if you're planning to resell at scale, talk to us about where that stands and early access.
If you'd rather refer than resell, our affiliate program pays a recurring share for every customer you send us.
Next steps
Make it yours. Add your team, and put your brand on the platform.
Open Team settings