Admin Guide
Set up and run SeamMagnet for your team
For Owners and Admins: organization setup, roles and seats, billing, lead scoring, and integrations — including connecting Zoho CRM.
Create your organization once
The first person to sign up creates the organization and becomes its Owner. From Settings → Company Info, the Owner sets the organization’s name, address, and contact details that the rest of the team and any exports inherit.
Everyone invited afterward joins that same organization — one shared pipeline, one shared credit balance.
- One organization, one shared pipeline and credit balance
- Owner, Admin, Manager, and Member roles
- Invite a teammate by email — instant if they already have an account
- Enable or disable a member's seat without removing their history
- Turn on round-robin auto-assign for new leads
Invite your team and set who can do what
From Settings → Team, invite teammates by email and assign a role. If they already have a SeamMagnet account, they’re added right away; otherwise we email them an invitation.
Owner/Admin can also turn on round-robin auto-assign, so new leads rotate across the team automatically instead of piling up for one person to sort.
Billing & credits
Pick a plan, manage the credit balance
SeamMagnet bills by plan — Starter, Growth, Agency — each with a monthly credit allowance and a seat count. A credit is spent on a lead search or an enrichment action; viewing, tagging, and messaging leads you already have doesn’t cost anything.
From Settings → Billing & Credits, Owner/Admin can change plans, add seats, or buy a credit top-up any time — all self-serve, no ticket required.
Starter
For one person getting a real pipeline off the ground.
1 seats · 250 credits/mo
Growth
For a small team running real outbound.
3 seats · 750 credits/mo
Agency
For agencies running lead gen across multiple clients.
10 seats · 2000 credits/mo
Tune the 0–100 score to match how you qualify
From Settings → Lead Scoring, set how many points each signal contributes: whether a lead has an email, phone, or website; its rating tier; its review count; whether its employees are findable; whether it has a logo.
Changes apply the next time a lead is viewed — nothing is recalculated retroactively or stored, so you can experiment freely.
- Points per signal: email, phone, website, rating, reviews, enrichment
- A live preview shows the score for a sample fully-enriched lead
Integrations
Connect the tools your team already uses
Zoho CRM
Connect your Zoho org, sync members in, and give every teammate a SeamMagnet tab inside Zoho CRM — signed in automatically.
API keys
Generate an API key for your own integrations. The raw key is shown once, at creation.
Webhooks
Register a webhook — for example, one that fires the moment a new lead is created — with a signing secret shown once.
Scheduling
Connect a calendar and publish a booking page so prospects can grab time directly, no back-and-forth email.
Security
Every stored secret — mailbox passwords, LinkedIn tokens, calendar tokens, API keys — is AES-256-GCM encrypted at rest.
LinkedIn account
Connect one LinkedIn account org-wide so the team can search, connect, and message without leaving SeamMagnet.
Ready to connect Zoho CRM?
Connect your org in Settings → Integrations, and your team gets SeamMagnet inside Zoho CRM in minutes.