Juggling multiple communication channels, lost client messages, and disjointed team workflows is a headache most teams know too well. If you’re already using Brevo for email marketing or CRM, you might not realize its full potential for team collaboration.
Brevo for team collaboration unites marketing, sales, and support teams in a single platform, eliminating the need for disjointed third-party tools. Below, we break down everything you need to know to get started.
What Is Brevo for Team Collaboration?
Brevo (formerly Sendinblue) is best known for its email marketing and CRM tools, but its built-in collaboration features make it a powerful hub for teams of all sizes. Brevo for team collaboration includes shared inboxes, role-based permissions, task assignment, and real-time analytics to keep every team member aligned.
Unlike standalone collaboration tools, Brevo ties communication directly to customer data, so your team can see full conversation histories, purchase records, and past interactions alongside every message.
Key Features of Brevo for Team Collaboration
Shared Team Inboxes
Gone are the days of forwarding client emails to 3 different team members. With Brevo for team collaboration, you can create shared inboxes for support, sales, or marketing teams, where all messages from email, SMS, and live chat flow into one centralized hub.
Team members can claim conversations, assign them to colleagues, and leave internal notes visible only to staff, avoiding duplicate replies and missed follow-ups.
Role-Based Access Controls
Not every team member needs access to sensitive customer data or billing settings. Brevo for team collaboration lets you assign custom roles: admins can manage billing and team settings, editors can send campaigns and reply to messages, and viewers can only access read-only dashboards.
This reduces security risks and ensures team members only see the tools relevant to their job function.
Task Assignment & Workflow Automation
Manual task tracking wastes hours every week. Brevo for team collaboration lets you assign tasks directly to team members, set deadlines, and attach them to specific customer conversations.
You can also set up automations: for example, automatically assign new support tickets to your most available agent, or trigger a follow-up task when a lead reaches a certain score in your CRM.
Real-Time Team Analytics
Brevo for team collaboration includes shared dashboards that track individual and team performance. See metrics like average response time, open rates for shared campaigns, and task completion rates in real time.
Use this data to identify bottlenecks, reward top performers, and adjust workflows to boost overall productivity.
Cross-Channel Communication Hub
Brevo for team collaboration brings email, SMS, WhatsApp business messages, and live chat into one platform. Your team never has to switch between 5 different tools to respond to customer queries, reducing context switching and errors.
How to Set Up Brevo for Team Collaboration in 5 Steps
- Create your Brevo team account: If you already have an individual Brevo account, upgrade to a team plan. New users can sign up for the free tier to test collaboration features.
- Add team members and assign roles: Invite staff via email, then set their permission level (admin, editor, viewer) based on their responsibilities.
- Set up shared inboxes: Create separate shared inboxes for each department (e.g., support@yourcompany.com, sales@yourcompany.com) and connect your existing email addresses.
- Customize workflow automations: Set up rules to auto-assign conversations, send internal alerts for high-priority messages, and trigger follow-up tasks.
- Train your team: Walk staff through shared inbox features, task assignment, and internal note usage to ensure full adoption.
3 Benefits of Using Brevo for Team Collaboration
- Eliminates tool sprawl: No need to pay for separate helpdesk, CRM, and marketing automation tools. Brevo for team collaboration covers all three in one affordable platform.
- Reduces response times: Assign conversations instantly, and use automations to prioritize urgent messages. As noted in HubSpot’s 2024 State of Marketing Report, unified collaboration tools reduce workflow friction by 40%.
- Improves accountability: Clear task ownership and performance tracking mean no more "I didn’t see that message" excuses. Every action is logged in the platform.
Common Mistakes to Avoid When Using Brevo for Team Collaboration
- Over-assigning permissions: Only give team members access to the data and tools they need. Excess permissions increase security risks and confuse staff.
- Not setting up automations: Skipping automations wastes hours on manual task assignment and follow-ups. Start with 2-3 basic rules and scale up over time.
- Skipping team training: Brevo for team collaboration has many features, but they go unused if staff don’t know how to access them. Set aside 1 hour for training during rollout.
Frequently Asked Questions
Is Brevo for team collaboration free?
Brevo offers a free plan that includes basic collaboration features for up to 300 emails/day, 1 shared inbox, and 2 team members. Paid plans start at $25/month and unlock more inboxes, advanced automations, and larger team sizes.
Can I use Brevo for team collaboration if I already use another CRM?
Yes, Brevo integrates with popular CRMs like HubSpot and Salesforce, so you can sync data and use Brevo’s collaboration tools alongside your existing stack. You can also import contact lists from most platforms in minutes.
How many team members can I add to Brevo?
The free plan supports up to 2 team members. Paid plans start at 3+ users, with enterprise plans supporting unlimited team members and custom role configurations.
Does Brevo for team collaboration include live chat?
Yes, Brevo’s live chat tool is included in all plans, and conversations flow directly into your shared team inbox for seamless collaboration. You can embed the chat widget on your website in minutes.
Looking to Dive Deeper Into Brevo?
Check out our Beginner’s Guide to Brevo Email Automation and our 2024 Comparison of Top Team Collaboration Platforms for more actionable tips.
Ready to Streamline Your Team’s Workflow?
Brevo for team collaboration is a cost-effective, all-in-one solution to unite your marketing, sales, and support teams. Whether you’re a small startup or a growing enterprise, its flexible features scale with your needs.
Sign up for Brevo’s free plan today to test its collaboration features, or upgrade to a paid plan to unlock advanced tools for your growing team. Have questions about setting up Brevo for your team? Drop them in the comments below!
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