SalesEpoch TeamKeep WhatsApp customer data and chat history at workBook a demo

SalesEpoch Team

Keep Team Follow-up Moving Across Desktop and Mobile

Keep WhatsApp accounts, profiles, conversations and follow-up in one company workspace. Representatives can work at their desk or continue through the mobile app or browser, with customer-number masking rules applied on both devices.

  • Start with 6 team members
  • Customer-number masking on desktop and mobile
  • Customer handoffs, follow-up records and team reports
SocialEpoch desktop and mobile product workspace
Desktop + mobile Manage centrally. Continue conversations on your phone.

DESKTOP + MOBILE

Mobile is here: continue follow-up away from your desk

Manage on desktop

Use the workspace for accounts, profiles and follow-up tasks.

Continue on mobile

Open the app or a mobile browser to check messages and continue customer conversations.

Enable push when needed

Contact SocialEpoch support for real-time message push. Confirm sync scope and operating conditions for your deployment.

Read the Mobile Launch Guide

Team Challenges

When Accounts and Reps Grow, Personal Tools Are No Longer Enough

01

Broken Follow-up Continuity

Customer information is scattered across personal devices, making it hard to continue follow-up when representatives or account numbers change.

02

Limited Pipeline Visibility

Managers struggle to understand customer volume, message volume, follow-up status, and team usage.

03

Access and Data Risk

Teams need member permissions, sensitive-information protection, keyword alerts and customer handoff settings.

Keep Customer Data with the Company

Connect Customers, Conversations, and Follow-ups

The team version continues the communication capabilities of the Personal plan, and adds member permissions, customer transfers, usage rules and management reports suitable for multi-person collaboration.

Chat backup
Keep key communication records to reduce information gaps caused by changes in accounts or personnel.
Customer transfer
Customers can be transferred to other salespeople for continued follow-up, and previous communication records can be retained.
Sensitive information protection
Customer data such as mobile phone numbers that do not need to be displayed can be hidden according to member permissions.
Management reports
Get a centralized view of usage data like customers, messages, online time, and translations.
SalesEpoch chat backup and customer record interface

Team Plans

Choose a Plan for Your Team Stage

Each plan includes 6 team member accounts. Feature differences are confirmed in the final proposal. All prices are in USD.

Additional team seats, concurrent WhatsApp accounts, onboarding, training, and custom services are quoted separately. Prices are in USD.

When AI assistance is needed

Use SalesAgent for Reply Guidance and Follow-up Reminders

SalesAgent uses existing customer data, chat records and sales processes, combined with industry knowledge and standard follow-up methods, to assist real salespeople in determining how to respond next and when to continue following up.

Explore the AI Sales Assistant

Team Demo

Start with Your Account Scale and Sales Workflow

Tell us your team size, number of accounts, and customer sources, and then match Standard, Professional, or Enterprise editions.

Contact the SocialEpoch AssistantWeChat @SocialSelling888
Book a demo