ConnectMachine's Team plan gives agencies consistent branded digital business cards for the whole team, a custom domain like team.youragency.com, and admin controls for centralized management. Every account manager also gets AI Note Taker for client meetings and an AI Concierge for client history, so brand and relationships stay consistent as you grow.
Agencies live and die on consistent brand experience. Every touchpoint with a client, including how your team introduces themselves, should reinforce your positioning.
ConnectMachine's Team plan lets agency owners deploy branded digital business cards for the entire team, with a custom domain, admin controls, and centralized management.
Consistent branding across every card
Set your agency's brand colors, fonts, logo, and banner once, and every team member's card reflects that branding automatically. New hires inherit it on day one, so there is no inconsistent design across the team.
Custom domain for professional URLs
Instead of a generic connectmachine.ai URL, use your own: team.youragency.com/john. Your agency's brand shows in the URL bar. Included in the Team plan.
Admin controls for team management
Agency owners can update the bio, website, and calendar link for any team member from the admin dashboard. Onboarding a new employee takes minutes, not hours.
AI client management for every account manager
Each team member gets the AI Concierge for their client accounts, AI Note Taker for meetings, and voice notes for client insights. Scale relationship management without hiring a coordinator.
Multi-seat pricing that makes sense
Team pricing scales with your headcount without punitive per-seat markups. Add or remove seats as your team changes.
How agencies use ConnectMachine
- Client kickoff meetings: the entire team shares branded cards, so the project starts with brand consistency
- New business pitches: the creative director, strategist, and account exec each have on-brand cards
- Trade shows and conferences: team members capture leads that sync to the shared CRM
- Client meetings: AI Note Taker records and transcribes with speaker identification
- Post-project handoff: contact ownership transfers cleanly between team members
Agency-specific features
- Custom domain via CNAME: team.youragency.com URLs
- Admin branding controls: enforce brand across team cards
- Team member management: update team info from the admin panel
- Multi-seat licensing: one plan, many users
- AI Note Taker: client meeting transcription
- AI Concierge: query client history per team member
- Follow-up reminders: never let a client drift
- CRM sync: push to HubSpot, Salesforce, or Airtable
- Calendar integration: clients book meetings directly
Marketing and creative agencies
Give every account executive, strategist, and creative director a consistent branded card, with the custom domain reinforcing agency identity. AI Note Taker records client strategy meetings for reliable follow-up.
Design and brand agencies
Brand agencies obsess over consistency. Admin branding controls enforce your color palette, typography, and logo across every card automatically, and if you change your brand, one update refreshes the whole team.
Consulting and strategy firms
Every consultant gets AI-powered client management: transcribed meetings, follow-up reminders, and an AI Concierge for querying client history. Firm-wide brand consistency without heavy central process.
PR and communications agencies
PR teams meet many journalists and media contacts. LinkedIn QR capture and voice notes help every account rep manage their journalist relationships systematically.
