SalesEpoch Team

Keep Customer Data and Chat History in Your Team—not on One Rep's Phone

Keep WhatsApp accounts, customer data, chat history, and follow-ups in one company workspace so every rep can continue the customer journey with context.

Book a Team Demo View Team Pricing

Supports starting with 6 team members
Member permissions, customer transfers and sensitive information protection
Team reports, account risk reminders and customer follow-up records

SalesEpoch team version data report interface — Team management background Centrally view accounts, customers, messages and online time

Team FAQ

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

Broken Follow-up Continuity

Customer data is scattered on personal devices and cannot be quickly connected after changing people or numbers.

Limited Pipeline Visibility

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

Access and Data Risk

Lack of member permissions, sensitive information protection, keyword reminders and customer transfer 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

Customer profile, labeling and sales follow-up

SalesEpoch team reporting interface — Team usage and customer data reports

Team Plans

Choose a Plan for Your Team Stage

The following prices all include 6 team member accounts (referred to as "sub-accounts" in the quotation); detailed feature differences are confirmed in the final quotation. All prices are in USD.

Standard

$1,499Yearly · Includes 6 member accountsFind the Right Plan

Professional

$2,499Yearly · Includes 6 member accountsBook a demo

Enterprise

$3,999Yearly · Includes 6 member accountsDiscuss an Enterprise Plan

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

Use boundaries

The Team Plan Must Still Be Used in Line with WhatsApp Rules

The team still needs to establish account usage, user consent, content review, sending rhythm and exception handling system. SocialEpoch does not promise account suspension or fixed conversion results.

Consult team permissions and account security settings

Team plan 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