DM Tracker is built for teams. Each team member gets their own seat so you can track individual performance and maintain accountability.
How to Invite a Team Member
Go to Settings → Members
Click "Invite Member"
Enter their email address
They'll receive an invitation email with a link to join
Once they accept, they'll appear in your Members list
Pricing: Each team member is one seat at $39/month. The seat is billed immediately when added.
Roles
When you invite someone, they're assigned a role:
Role | What They Can Do |
Admin | Can manage members, change roles, and configure settings (stages, tags, pipeline). Cannot manage billing. |
Member | Can use the app — track contacts, do follow-ups, view stats. Cannot access organization settings. |
Managing Team Members
Change a Member's Role
Go to Settings → Members
Find the team member
Click the role dropdown next to their name
Select the new role
Note: Admins can change the role of other admins and members.
Remove a Team Member
Go to Settings → Members
Find the team member
Click Remove
The seat will be scheduled for cancellation at the end of the current billing period
Seat Cancellation
When you remove a member, their seat isn't deleted immediately — it's scheduled for cancellation at the end of your billing period. You'll see this status in the Members list. The member loses access immediately, but you aren't charged for the next period.
→ More details: Seat Management & Billing
What Your Team Sees
Every team member has access to:
- The Follow-Up Board — shared across the team
- The Pipeline — everyone sees all contacts
- Contacts page — full contact database
- Statistics — including team leaderboards
- Their own performance metrics on the leaderboard
Team accountability: The Leaderboards page ranks team members by outreach volume, follow-up completion, and contacts marked as done. Use this for weekly team reviews.
