Team Intelligence
Team Intelligence for Small-Team Follow-Up
Give leaders a privacy-safe view of follow-up momentum across their downstream branch.
CloseFlow helps teams create invite-based branches, understand who may need support, and coach next steps without exposing private notes, message content, or full contact lists by default.
Privacy-safe signals
How it works
A coaching layer, not a surveillance dashboard.
Team Intelligence is designed for leaders and collaborators who need visibility into follow-up consistency, not access to every private detail in someone else's pipeline.
Create a team
Start a lightweight CloseFlow team workspace for the people you want to coach or collaborate with.
Invite members
Send an invite by email or share a human-readable invite code. Members join while signed in with the invited email.
View privacy-safe rollups
See setup status, contact counts, ready actions, completed actions, due reminders, and coaching cues.
Coach the next move
Use the team view to spot who may need support today without reading private notes or message content.
Branch visibility
Invite-based teams with scoped views.
Root leaders can see the downstream organization they created.
Members see their own branch, not their leader or sibling branches.
Any active member can invite downstream members.
Rollups are count and status based by default.
Hidden by default
Private work stays private.
Member contact names
Private notes
Message content
Full contact lists
Personal reminder details
Built for small teams
Help people follow up consistently without forcing everyone into a heavy CRM.
Team Intelligence fits the same CloseFlow workflow: organize contacts, draft follow-ups, review wording, schedule next touches, and use rollups to coach momentum.