For Teams

Shared intelligence for outreach teams.

Coordinate a whole territory without losing the personal touch. Team workspaces give owners a live view of activity and referrals while every rep works from the same shared intelligence.

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AI-first — working in the background for the whole team

LiaisonIQ enriches new clinics, syncs referral data on a schedule, and delivers daily and weekly summaries — so the whole team stays aligned without anyone babysitting a spreadsheet.

See the whole field

Workspace overview for owners

A live view of team visit activity, referral rollups, and rep performance at a glance. Know what's happening across your territory without chasing status updates.

Team owner dashboard in LiaisonIQ
Own your geography

Territory management

Visualize coverage with a territory heatmap, define segments with the territory mapper, and assign sites to individual reps. See gaps in coverage before they become missed opportunities.

Territory management in LiaisonIQ
One source of truth

Shared clinic & visit context

Owners and reps share one clinic database and activity log — so every rep has full context on a provider's history at every location, even after a hand-off.

Shared clinic database in LiaisonIQ

Referral analytics & rollups

Roll up referral activity across the team and attribute it to the visits and outreach that drove it — by practice, provider, territory, and rep.

Integrations & webhooks

Sync referrals to Google Sheets, push events to external systems, and connect to Salesforce or HubSpot through Zapier and Make.com.

Rep field tools

Every team member gets the same solo-grade toolkit — AI visit prep, route planning, voice notes, and quick actions built for life in the field.

Roles & permissions

Give everyone exactly the access they need — billing stays centralized with the owner.

Owner

Full workspace admin — manages members, billing, sites, territories, and targets configuration.

Admin

Team management — invites members and manages roles and site assignments.

Medical Rep

Standard field rep — logs visits, manages clinics, tracks referrals, and uses all AI features.

Light User

Read-only access to team data — view visits, clinics, and reports without editing.

Roll out LiaisonIQ across your team.

Team workspaces are billed centrally via secure web checkout, and member seats are covered by the owner's plan. Start with a 15-day free trial.

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