Team CRM
Work together seamlessly to close more deals as a team.
Modern sales is a team sport. HeySales helps your team collaborate on deals, share customer insights, and maintain a single source of truth. Everyone sees the same information, handoffs are smooth, and no customer falls through the cracks when team members are out.
Why Choose HeySales for Team CRM
Single source of truth
Everyone works from the same customer data, eliminating conflicting information and confusion.
Smooth handoffs
When deals transfer between reps, all context and history comes with them.
Team accountability
Visible activity feeds and metrics keep everyone accountable and motivated.
Key Features
Everything you need to succeed with team crm
Shared contact database
Team deal visibility
Collaborative notes and comments
Team activity feed
Workload distribution
Team performance metrics
How Teams Use HeySales
Real-world applications for your business
Collaborate on enterprise deals with multiple stakeholders
@mention teammates in deal notes to share insights
See what your team is working on in the activity feed
Distribute leads and workload fairly across the team
Frequently Asked Questions
Can different teams have different visibility?
Yes, you can configure visibility rules so teams only see relevant data while still enabling cross-team collaboration when needed.
How do handoffs work?
When you reassign a deal or contact to another team member, they get the complete history including all notes, emails, and activities.
Ready to get started?
Join thousands of teams using HeySales to close more deals. Start for free, no credit card required.