We designed FollowUpThen for each user to have their own account. You can share login information with someone else but you would be giving them access to everything, including:

• Account settings
• The ability to delete your account
• Visibility into all your followups
• The ability to reschedule or delete any followup

It’s similar to giving someone access to your email account.

The Company Plan was designed specifically for a team environment and has team-oriented features like these:

• Employee account terms state that the company retains ownership of employees’ followups
• The company can transfer followups from one employee account to another in the event of staff turnover.
• Company branding (logo + color scheme) can be included on employee followups, providing for a more integrated and professional look.
• The company can add / edit and delete employee users at any time with the the billing is automatically adjusted / pro-rated (we do not offer partial refunds on the Professional plans). This also allows for scaling FollowUpThen accounts up and down within a company to save costs.
• Completed followups can be postponed for as long as 6 months after they are completed without loosing data.

There are cases where a shared, single plan might make sense (ie, a personal assistant), but most companies will benefit from having their team on the Company plan.