A workspace that works your way.
One place for the customer story, the sales process and the work that follows.
Connected by design.
Your records are the shared starting point. Dashboards help you follow the business. Workflows help you act on changes across CRM, sales and finance.
Explore workflowsYour customer workspace
Good relationships start with the details.
| Name | Company | Status |
|---|---|---|
| OCOlivia Chen | Acme Studio | Customer |
| PSPriya Sharma | Northstar Labs | Lead |
| JWJames Wilson | Orbit Ventures | Customer |
| ETEmma Thompson | Bloom & Co | Lead |
Keep every deal moving
One pipeline. A clear next step.
Qualified1
Proposal1
Won1
A clear view of your finances
Follow the invoice through to payment.
| Invoice | Customer | Balance |
|---|---|---|
| INV-2026-00001 | Acme Studio | $865.30 |
| INV-2026-00002 | Northstar Labs | $250.00 |
| INV-2026-00003 | Orbit Ventures | Paid |
When the deal is won
Your next step, already mapped out.
- Sales eventDeal marked as won
- Finance actionCreate an invoice draft
- Your reviewCheck the details, then issue
A few things
you might be wondering.
Can I use my own workspace name?
Yes. Choose your workspace address during setup. Your company gets its own workspace, with records and workflows isolated from other teams.
Can my company work in multiple currencies?
Choose a default and enable the currencies you use, including USD, INR, EUR and KWD. Existing records keep their currency when the default changes. Reports keep currencies separate; changing a setting does not convert amounts.
Can I change fields and dashboards?
Add custom fields and objects, choose your table columns and build dashboard widgets around the numbers your team follows.
Does recording a payment move money?
Payment entries record money already received or paid. Bank transfers, payment-provider collection and automated invoice delivery are not connected in this release.
A little less busywork.
A lot more possibility.
Bring your team into one workspace.
