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CRM Workspace
CRM Workspace

Every customer conversation, one workspace.

Bring leads, pipeline and follow-up together in a secure, isolated workspace built for every business you run.

Unified inboxLive workspace
PipelineConfigurable stages
Priority alertsClear status
Ask CRM · NOVA AIHuman oversight

What it does

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Unified inbox

Never lose a lead across multiple apps.

Facebook, Instagram, WhatsApp and email in one thread.

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Pipeline

Know exactly where every deal stands.

Leads and opportunities organized in configurable stages.

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Alerts

Know what needs attention before it becomes a lost sale.

Priority items surfaced with clear status.

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Ask CRM

Get answers from your own data in seconds.

Query approved CRM data in plain language, read-only.

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NOVA AI

Let AI handle the busywork while you stay in control.

Review work and delegate tasks with human oversight.

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Dashboard and setup

See every business you run from one place.

Monitor operations and configure each tenant.

How it works

01

Create account

Start securely with your own login.

02

Create tenant

Begin with a clean isolated workspace.

03

Configure business

Set up your operating context.

04

Connect channels

Use available connectors and permissions.

05

Operate

Use Dashboard, Inbox, Pipeline and NOVA AI.

Security by default

Tenant isolation, hashed passwords, manual mode by default, no automatic outbound.

Create your account

Connected channels

Connect the channels your customers already use.

FacebookInstagramWhatsAppProfessional Email

Availability depends on connector setup and required permissions.

Ready to organize every customer conversation in one workspace?

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