Introducing Teams Edition: Shared Workspace, Shared Standards

InsightSignal is no longer a solo tool. Teams Edition gives your team one shared workspace, one pooled credit balance, and one consistent business definition behind every AI score.

Why we built Teams Edition

Until today, InsightSignal was a single-player product. Every account was one private workspace: your verified companies, your credits, your research, your intent profile. That works beautifully for an individual rep or a founder doing their own prospecting. It gets messy the moment a whole team is doing it.

Five reps on five personal accounts means five separate invoices, five different intent profiles quietly scoring the same market five different ways, and a manager with no way to see any of it. Teams Edition fixes that — not by merging everyone's work into one pile, but by giving the team one credit pool, one business definition behind every AI score, and the governance to run it all. Each rep still works their own list; the team gets shared budget, shared standards, and real oversight.

One workspace, scoped by role

A team organization is a workspace that belongs to the team, not to any one person. It has its own name, logo, and URL, and it sits alongside your personal account — you don't lose your private workspace, you gain a team one. Switch between them anytime from the workspace switcher in the top bar.

Inside it, every feature you already know — verifying companies, research, intent scoring, exports, chat, CRM integrations — works exactly as before. What changes is the scoping. Each member works their own list of verified companies and contacts. Owners and admins get the org-wide view: every member's work, visible in one place. Viewers get that same view, read-only. And verified results flow into the team's connected CRM — that shared CRM, not InsightSignal itself, is the common record the whole team works from.

Invite your team in one click

Adding people is deliberately frictionless. Owners and admins invite colleagues by email and choose the role each person gets. The invite is a smart link that handles every situation: an existing user joins directly, a logged-out user signs in and then joins, and a brand-new colleague creates an account straight from the invite — no separate email-verification step, because the invite itself proves the address.

Invitations stay valid for 14 days, and admins can see and revoke anything still pending. The person you invite sees your team's logo, name, the role they're being offered, and who invited them before they accept — no mystery links.

Roles that fit how teams actually work

Teams Edition has four roles, each matching a real job on a revenue team:

• Owner. Full control of the team. Exactly one per organization, and able to transfer ownership.
• Admin. Everything operational — billing, members, spending caps, integrations, and reports.
• Member. Runs verifications, research, and enrichment. Sees their own work, plus anything shared with the team.
• Viewer. Org-wide, read-only access to the team's verified data. Cannot spend credits — good for a stakeholder who wants visibility.

Roles are the starting point, not a straitjacket. Five capabilities — manage billing, invite members, view reports, set member caps, and manage integrations — can be granted individually to anyone without changing their role. A RevOps analyst can stay a Member but still get billing access. The model bends to your org chart instead of forcing your org chart to bend to it.

One credit pool, real spend control

A team has a single credit balance, and every member draws from it. One pool, one subscription, one invoice — no more per-rep credit packs and no more expense reports. Credits refresh each billing cycle for the whole team at once.

Pooled doesn't mean unmanaged. Admins can put an optional monthly spending cap on any individual member — a cap of zero means unlimited, and caps reset on the first of each month. Caps are also an allocation lever: an admin can put more budget behind the reps who convert and less behind one who is still ramping. A member who reaches their cap gets a clear message and a pointer to their admin, instead of a surprise on the invoice. Viewers never consume credits at all.

Governance built in

Shared workspaces need shared accountability. Every team organization includes an organization-wide audit log — a filterable record of invitations, role changes, member removals, billing changes, jobs run, and CRM activity. Owners and admins also get per-member usage reports: jobs run, credits consumed, CRM pushes, and last-active time, per person and as a team total.

CRM connections are shared too: connect a CRM once and it serves the whole team — every member pushes their verified companies and contacts into the same CRM, the team's shared system of record — and admins set a policy for which CRM providers the team is allowed to connect. And a shared team profile — your industry, use case, and target market — gives every member's intent scoring and research the same baseline definition of your business. On top of it, each rep still layers their own intent for their patch: the shared profile is the floor, the personal layer is where good reps build an edge.

Get started

Teams Edition is available today. Team plans are billed as a team — Growth and Business tiers with pooled monthly credits and a lower per-credit rate, plus an Enterprise option — and pay-as-you-go works for teams too.

Create a team organization from the workspace switcher, invite your colleagues, and get the whole team on one budget and one standard. See the Teams Edition overview, compare team plans on the pricing page, or read the step-by-step Working as a Team guide. If you've felt the prospecting data problem of pipeline scattered across personal accounts — or you agree that better data, not better AI, is what saves a pipeline — Teams Edition is how InsightSignal puts that conviction to work for an entire team.