Sell & collaborate
Share selected contacts and campaigns with the team, keep ownership and status visible, and help managers understand scheduled, completed, and overdue work without chasing separate updates.
Team workspace
This month12
New
8
Contacted
5
Qualified
3
Closed
Team activity
Needs attention
Harbor Equity
Follow-up overdue
Orion Capital
Demo scheduled · Friday
Manager view
Manager view
Quick answer
Share selected contacts and campaigns with the team, keep ownership and status visible, and help managers understand scheduled, completed, and overdue work without chasing separate updates.
How it works
01
Choose which contacts and campaigns belong in the team workspace while personal relationships stay personal.
Genify Teams
Contact shared
Share the right relationships
02
Team members work from shared records with status and next-step context attached.
Genify Teams
Owner visible
Keep ownership and progress visible
03
Managers can review activity, progress, and work that needs attention from one workspace.
Genify Teams
Manager view updated
Give managers a clearer view
Why it matters
Teams choose the relationships and campaigns that belong in the company workflow.
Teams choose the relationships and campaigns that belong in the company workflow.
A shared view reduces duplicated outreach and makes responsibility easier to understand.
Status and task progress are visible from the workflow instead of rebuilt in a separate update.
Next step
Start free and try it with your next contact.