A shared client workspace
Organize client records, notes, and pipeline stages without maintaining a separate list for every teammate.
Bring your team into one workspace for client records, scheduling, and shared work. Give each person an account and assign access that fits their role.
No credit card required.
Organize client records, notes, and pipeline stages without maintaining a separate list for every teammate.
Assign workspace roles and supported feature permissions to control what each person can view or manage.
Invite teammates, review pending invitations, and update team access as responsibilities change.
Organize the client work and scheduling settings your team will use.
Choose the people and roles for your shared workspace.
Review membership and adjust permissions as your team changes.
No. Each teammate signs in with their own account. Workspace membership and role determine their access.
No. Team seats follow your workspace plan and include the owner and pending invitations. Plan and seat changes are managed by the workspace owner.
Manage your client work in one workspace. Choose the features that fit your business.