Product

Telegram CRM for Teams: Shared Pipeline, Roles, and Seats

A Telegram CRM for teams is a shared workspace where every rep sees the same Telegram leads, the same pipeline stages and the same conversation history, instead of each person keeping their own notes and their own list of groups. In Leadgram that workspace has three roles — owner, admin and member — email invitations that expire after seven days, and seats taken from your Teams subscription.

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What a Telegram team workspace actually is

Most Telegram selling starts with one person and their own account. It works until a second person joins — and then the group list, the notes and the question "has anyone messaged them already?" live inside somebody's head.

A Teams workspace moves ownership of the data from the person to the workspace. Every pipeline record, stage, group source and campaign carries the team id, so every active member reads and writes the same rows rather than a private copy. Without one, those same objects are scoped to your account with no team attached — there is no half-shared middle state.

Individual: records and stages carry your account id and no team.

Teams: the same records and stages carry the team id instead.

Which of the two applies is resolved on every request, never cached at sign-in.

See also: The pipeline board in detail

Shared, personal, or your call

The useful question is not "is this a team plan" but "what exactly will my colleague see". Leadgram answers it per object: some things are shared because sharing them is the point, some stay personal, and two are left as a per-row decision you make yourself.

Shared by the workspace — pipeline records and stages, group sources and their lead counts, campaigns, and the notes and activity history on every lead.

Personal to you — reminders, saved searches, saved leads, and your unread counts in the inbox.

Your call, per row — each group source is Team or Only me; each connected Telegram account is individual or workspace.

Never shared — the login. Everyone signs in with their own account and their own email address.

Owner, admin and member: what each role can actually do

There are three roles and no custom ones, and every action re-checks your role before it runs — so a stale browser tab cannot act on a role you no longer hold. Owner and admin are both managers, and admins are peers: one admin can demote or remove another.

Ownership is the exception, fenced off at every level. An owner cannot be invited by email (the invitations table accepts only admin or member), demoted through the role dropdown, or removed. The title moves only by an explicit transfer to an active member.

Owner — one per team, enforced by a unique index. Transfers ownership; cannot be invited, demoted or removed.

Admin — invites and revokes invitations, changes roles, removes members, edits pipeline stages, manages shared Telegram accounts.

Member — full use of search, the inbox, the board and campaigns; manages no people, cannot see pending invitations, and reads the stage set without editing it.

Two people, two lists of groups, two sets of notes — and one prospect who gets the same pitch twice in a week.

How a teammate joins

You invite by email address and pick the role in the same form, which offers Member and Admin and nothing else.

The link carries a high-entropy token in the URL fragment — the part of an address browsers never send to a server — and only a SHA-256 hash of it is stored. The join page reads the token, strips it from the address bar and history, then shows the workspace name, the invited address and the role on offer.

Two guards sit on acceptance: the invitation is valid for seven days, and the accepting account's email must match the invited address, compared case-insensitively.

Invite by email; choose Member or Admin.

The link expires seven days after it is issued.

The accepting account's email must match the invited address.

Re-inviting an address revokes the earlier invitation.

Declining needs no account — holding the link is enough.

Seats are the quantity on your subscription

There is no separate seat counter to administer: capacity is read live from the quantity on the team's active subscription, and Settings → Team shows seats used against seats bought. A Teams checkout starts at two seats and provisions the workspace itself — creating the team, making the buyer its owner and linking the subscription.

Pending invitations cost nothing; a seat is consumed only when someone becomes an active member. With every seat taken the form disables itself and the server refuses independently of it, and the check runs again on acceptance under a lock on the team row — which is why two people cannot claim the last seat at once.

Seats = the quantity on the active Teams subscription.

Pending invitations: no seat. Each active member: one seat.

The seat check runs again on acceptance, under a row lock.

Teams is the only per-seat tier; Settings → Billing shows the annual saving per seat.

See also: Plans and pricing

Three shared screens, one personal place in each

The board, the source ledger and the inbox behave the same way: the workspace owns what is on them, and each person keeps their own position inside.

Cards and stage columns belong to the team, and the source ledger is one list with one slot pool — five people share one quota instead of five. The inbox spans every account you can reach, but unread counts are per person: a colleague opening a thread does not clear it from your list.

Attribution runs through all of it. Every note names its author and can be edited or deleted only by them, and the system's own entries — record created, stage moved, deal value changed — each name the teammate responsible. Reminders go the other way: one belongs to the account that set it, and asking for somebody else's returns nothing.

Board: shared cards and stages, with server-computed counts and deal-value totals.

Sources: one ledger, one slot pool, status and lead counts visible to the team.

Inbox: shared threads, personal unread counts, realtime updates for every active member.

History: notes and activity attributed; reminders visible only to their assignee.

See also: The shared Telegram inboxAdding your own groups as sources

Removing people, and what happens when the plan changes

Offboarding is an owner-or-admin action — there is no self-serve "leave team" button — and the seat frees up the moment the member is removed.

Workspace access is resolved again on every read, never cached at sign-in. A team confers a shared workspace only while its subscription sits on a tier that grants one, in a state that still grants access — active, trialing, or the grace period after a failed payment. The moment that stops being true, reads fall back to your individual pipeline.

A downgrade is handled rather than left dangling: shared records and stages are reassigned to the former owner, notes, activity and reminders follow them, and a workspace-scoped Telegram account reverts to the individual scope of whoever connected it.

Agencies and teams running several clients

Agencies hit the compartmentalisation problem first: a manager needs their client's groups and the conversations already had in that market, and almost nobody needs every client's leads at once.

Two per-row controls carry that weight. Source visibility decides whether a group and its leads are workspace-wide or yours alone; account scope decides whether a connected Telegram account is personal or usable by the whole workspace. Set per row, they let one pod share an inbox while another keeps its client separate.

See also: Telegram lead generation for agencies

Frequently asked questions

What is a Telegram CRM for teams?

A Telegram CRM for teams is a shared workspace where several salespeople track the same Telegram leads on one pipeline, with roles deciding who can change what. In Leadgram the workspace — not the individual account — owns the pipeline records, stages, group sources and campaigns, so every member works the same data.

What roles does Leadgram support, and can an admin remove the owner?

Three: owner, admin and member. Owner and admin both invite teammates, change roles, remove members and edit the pipeline stages, while members use the whole product but manage no people. An admin cannot remove or demote the owner — a unique index keeps exactly one owner per team, and the title moves only by an explicit transfer to an active member.

How do I invite someone, and how long does the link last?

In Settings → Team, enter the teammate's email address and choose Member or Admin. They receive a link valid for seven days that only an account carrying that same address can accept. You can revoke it any time before acceptance, and inviting the same address again cancels the earlier link.

How many seats does my team get, and do pending invitations use one?

Seats equal the quantity on your active Teams subscription, shown on the team page as seats used against seats bought. Pending invitations consume no seat; only active members do. Once every seat is filled new invitations are refused, and the limit is checked again at the moment of acceptance.

If a teammate reads a Telegram conversation, does it disappear from my inbox?

No. The conversation is shared, but unread counts are per person: each teammate has their own read cursor, so a colleague opening a thread does not clear it from your list. New messages on a workspace thread reach every active member in realtime.

What happens to shared data if we leave the Teams plan?

Access ends immediately, because it is checked on every read rather than cached at sign-in. Shared pipeline records and stages are reassigned to the former owner, notes, activity and reminders follow them, nothing is deleted, and a workspace-scoped Telegram account reverts to its connector's individual scope.

Find your next leads in Telegram

Run a search, review scored matches with the reason they fit and the source group, and export a clean list — all from public signal, no Telegram login.