Your whole team,
one tap away.
Every team member in one place — photo, role, and contact info, with Email and Message buttons that keep you inside the platform. Each agent gets a full profile with bio, license, languages, and service areas, so the right person is always easy to find and reach.
Team Directory — what it does
Everyone in One Place
Photo, role, and contact info for every team member, searchable by name.
In-App Email
Email a teammate through the CRM mail modal — the message never leaves the platform.
One-Tap Message
The Message button opens a Team Chat direct message with that person instantly.
Full Agent Profiles
Each member has a profile with bio, license, languages, and service areas.
Languages & Areas
See who speaks what and who covers which areas — route the right lead to the right agent.
Find Anyone Fast
Search by name to jump straight to the person you need, even on a big team.
Team Directory questions answered
What's in the directory?
Every CRM user, with their photo, role, and contact details — searchable by name so you can find anyone fast.
Can I contact someone without leaving the app?
Yes. The Email button opens an in-app mail modal and the Message button opens a Team Chat direct message, so you never leave the platform to reach a teammate.
What does an agent profile include?
A bio, license number, languages spoken, and service areas — a complete view of each team member.
How does it connect to Team Chat?
The Message button on any profile opens a 1:1 direct message with that person in Team Chat.
