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Team and roles·Every plan·from $29/month

The right leads to the right person.

Roles that limit what each person sees, rules that assign new leads, and a follow-up queue for everyone.

  • 14 days free
  • No card needed
  • Cancel anytime
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Assigned to Tom E.New Facebook lead

What you get

Everyone knows who to call next.

1Assign

Assignment rules

Send new leads to a person or a team based on rules you set.

  • New leads reach the right person the moment they arrive
  • Faster first replies, without anyone sorting leads by hand
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2Access

Six roles

Owner, Admin, Manager, Call Agent, Reception and Viewer.

  • People see what their role allows, and nothing more
  • Admin changes are written to an audit log
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3History

Notes and timeline

Every call, message, note and stage change in one timeline.

  • Anyone can pick up where a colleague left off
  • See who did what, and when
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Also included

Also for your team.

Included in every plan

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Follow-up queue

Each person sees who to call today, with reminders and call-backs.

Audit log

Admin changes are written to an audit log.

How it works

Up and running in three steps.

Set it up once. Then it runs every day.

  1. Step 1

    Invite your team

    Give each person a role: Owner, Admin, Manager, Call Agent, Reception or Viewer.

  2. Step 2

    Set assignment rules

    New leads go to the right person or team the moment they arrive.

  3. Step 3

    Work the queue

    Each person sees who to call today, with reminders and call-backs.

Works with

Plugs into the tools you already use.

Official connections where they exist. Each one has a test button, so you see it working before you rely on it.

All 16 integrations

All connected to Arraxis

FAQ

Questions, answered.

More in the full FAQ and the help centre.

Do you charge per user?

No. Each plan includes users (3, 5 or 10), and you can add more for $9, $12 or $15 a month each.

Every plan: from $29 a month, with 3 users included.

See pricing

Growth, accounted for.

Give every lead an owner.

Roles, assignment rules and a follow-up queue for everyone. Free for 14 days, no card needed.

  • 14 days free
  • No card needed
  • Cancel anytime