Give Your Whole Firm Shared Visibility Into Client Calls
Any consultant can see relevant client conversations, permissions control access by account, and partners get a team-wide view of activity.
Trusted by 2500+ businesses- Built for your workflow
- AI-powered conversations
- 5000+
- Business Calls Managed Daily
- 24x7
- AI Call Handling
- 100%
- Business Call Tracking
- 1 Dashboard
- Complete Team Visibility
BUILT FOR PROFESSIONAL SERVICES TEAMS
One workspace for your whole firm's calls
Beyond just sharing a number, TalkEasy gives your firm a shared inbox for client calls, role-based permissions, and team-wide analytics for partners.
Why teams choose TalkEasy
What makes this different
Built around the way professional services teams actually handle customer calls.
- 01
Shared inbox across your firm
Any consultant with access can see a client's full call history, useful for account handoffs.
- 02
Role-based permissions by account
Control who can see which client accounts' call histories.
- 03
Team-wide analytics for partners
Get a consolidated view of call activity across every consultant and account.
Practical ways to work better
TalkEasy helps Team Collaboration for Professional Services teams respond faster and stay organized.
Account handoffs
A new consultant taking over an account sees the full call history immediately.
Partner oversight
Partners review team-wide call activity from one dashboard.
New consultant onboarding
New consultants get access to shared contacts and history immediately.
Benefits for your team
Turn every customer conversation into a clearer next step.
No client history siloed to one consultant
Any consultant can step into an account relationship with full context.
Clear account-based access control
Give appropriate access based on client account.
Consolidated partner visibility
Partners see everything from one place.
Key features
Purpose-built for Professional Services teams.
Shared inbox
See call history and context across your whole firm.
Role-based permissions
Control access by client account or consultant role.
Team-wide analytics
See call activity across your whole firm in one view.
Shared contacts
Client contact details are available to relevant consultants, not locked to one person.
Get started in minutes
Set up your industry workflow in a few simple steps.
- 1
Set up your team
Add consultants and assign accounts.
- 2
Configure permissions
Control who sees what, based on account or role.
- 3
Review team activity
Partners see consolidated call data across the firm.
Manage Calls on the gowith the TalkEasy App
Available on Android and IOS, Stay connected with your team and customers, anytime, anywhere
Trusted by Businesses That Never Miss a Call
From startups to growing teams, businesses rely on TalkEasy to streamline communication and close more opportunities.
“The AI summaries and analytics help us coach our team better. We save 10+ hours every week on call reviews”
RSRohit Sharma
Business Owner
“We stopped losing leads to missed calls. Every enquiry now gets a callback the same day, automatically.”
PMPriya Mehta
Business Owner
“Setting up numbers for the whole sales floor took an afternoon. The shared inbox alone was worth it.”
NSNidhi Singh
Business Owner
Frequently asked questions about Team Collaboration for Professional Services
- Yes, the shared inbox gives any consultant with access full call history and context.
- Yes, role-based permissions let you control who sees which accounts' call histories.
- Yes, team-wide analytics show call activity across your whole firm in one place.
- Yes, contact details are available to relevant consultants rather than locked to one person.
- Yes, a small consultancy benefits from shared visibility as the team grows.
Give your firm one shared view of every client
Set up team collaboration for your firm.
Enable Team Collaboration