A team plane, not a shared login
A second seller is not a second seat on the same account. They need their own permissions, their own numbers, and a manager who can see both without reading over their shoulder.
Four roles, and they mean different things
Owner, admin, manager and member. A manager runs their own sellers on their own seat; an admin runs the workspace. Roles are enforced by the server on every endpoint, so a typed URL is answered by the backend rather than by a hidden menu item.
Turn features on and off per seller
Connections, calendars and editing rights are each a switch on the seat rather than a plan-wide setting. A new hire can start with the parts of the workspace they need and grow into the rest.
How the selling is actually going
Per-seller meetings, proposals and revenue, and a sales score drawn as a 0–100 ring with the calculation behind it attached. The grade and the working live in the same tile, because a number nobody can interrogate gets ignored.
- Meetings, documents and revenue per seller
- A sales score with its own "Learn why?"
- Shared knowledge base across the team
Priced per seat, from five
The Business plan starts at five seats and includes an admin licence, so the minimum is one admin and four sellers, with each additional seat added on top. Every seat brings its own monthly credit allowance.
Where this happens in the workspace
- Team
- Tasks
- Knowledge
- Meetings