Tradesly · Guides

Running many brands

Twenty brands don't need twenty teams. Each brand gets its own number, its own agent and its own book — one shared team answers for all of them.

Many brands, one team — how it worksAdminsGive every brand its own customer experience while your team works from one Office.
Setting up your next brandAdminsThe playbook for brand number two — or number twenty: add the company, give it a number, train its agent in its own voice.
One Office, every brandWork across your brands from one Office, with the company shown on each conversation.
Who works which brandsAdminsDecide who covers which brands, and what each role can see and change.
Keeping brands separateAdminsKeep each brand's customer work, settings and reporting distinct — and review who has access.
Group view and brand view: your numbers both waysAdminsUse the company picker to read one brand or the group view available to you.