Client management
Keep primary responsibility clear while colleagues cover conversations.
Team coordination
Assign clients, share responsibilities and give everyone the right access.
Cover a colleague’s conversations. Keep the context, the replies and the responsibility clear.
I’ve got your plan here. Let’s take a look.
Shared read statusKeep primary responsibility clear while colleagues cover conversations.
Give people access that fits their responsibilities.
Shared read status and vacation mode help the team stay coordinated.
You built the business.
Get the platform and experienced team to support your next stage—without giving away a percentage of the business you built.
Get my Zoe Scale PlanPersonal migration · Responsive support · Declining per-client pricing · 0% revenue share