Keep records separate.
Each workspace has its own contacts, companies, deals, and conversations.
Workspaces
One organisation. Distinct workspaces.
Keep each brand or region’s customers, accounts, and settings in its own workspace. Give your team access where they need it.
MEHTA GROUPOne group.
One group.
Two operations.
Retail India
Store customers · Retail team · INR
UAE Distribution
Dealer customers · Distribution team · AED
Separate customer records and connected accounts. Give people access to one workspace or both.
Illustrative business setup.One organisation, separate workspaces
See what changes between workspaces.
Switch between the two examples to see each operation’s team, inboxes, pipeline, and business settings.
MEHTA GROUPOne organisation · Two workspaces
Retail India
- Team and records
- Retail team · Separate records
- Inboxes
- Sales · Customer care
- India retail number
- Pipeline
- Store orders
- Quotes
- Mehta Retail · RET-0001
- Currency and timezone
- INR · Asia/Kolkata
Illustrative setup. Select a workspace to compare.
Choose who has access.
Give people access to one workspace or several, with a role in each.
Switch between operations.
Move between the workspaces you belong to, with the current workspace clearly in view.
People and permissions
Give people the access they need.
Choose who joins each workspace, which tools they can use, and what they can change.
Manage the sale.
Update customer records and deals, reply in permitted inboxes, and review reports.
Help the customer.
Update customer records and reply in the team inboxes they belong to.
Review performance.
View customer and sales records, review reports, and export data.
Set up the right role.
Start with a preset, then choose the tools and actions available to that role.
Update access as teams change.
Manage invitations and disable or restore access when responsibilities change.
See who changed what.
Review changes to roles, invitations, and workspace access, including who made them and when.
Example starter roles. Roles determine which records people can access across the workspace, rather than limiting them to their own.
Shared approvals
See what needs your approval.
Review pending requests in one place. Check the details, then approve or reject them.
- QuoteReview the proposed offerPending review
- AutomationReview the workflow changePending review
- Catalog priceReview the price changePending review
Illustrative approval queue. Available actions depend on your permissions.
Business settings
Your workspace. Your business settings.
Set the currency, reporting timezone, and quoting preferences for each operation.
Choose your currency.
Set a default currency and enter conversion rates or sync live rates. Individual deals keep their original currency.
Report in local time.
Choose the timezone used for reporting, so the figures follow your business day.
Make quotes your own.
Add company details, a logo, and brand colours. Set up templates, quote numbering, and approval rules.
EXAMPLE · UAE DISTRIBUTION
- Currency
- AED
- Reporting timezone
- Dubai
- Company on quotes
- Mehta Distribution
Team inboxes and connected accounts
Different inboxes. One workspace.
Give Sales, Customer care, and Billing their own inboxes while keeping customer records together.
RETAIL INDIA WORKSPACE
SalesProduct enquiries
Customer careOrder questions
BillingPayment queries
Same customer records. Separate inbox membership.
Give each inbox a team.
Choose who can access the inbox and how conversations are assigned.
Connect the right accounts.
Route the operation’s WhatsApp and email messages to the inboxes that handle them.
Share the customer record.
Keep customer details, deals, and quotes together while teams work in separate inboxes.
AI settings
Set up AI for your workspace.
Choose the tools your team can use and the customer information available to them.
Choose the tools.
Enable help with replies, summaries, contact imports, and business card scanning where available.
Choose the information.
Decide whether AI can use conversations, customer records, deals, lists, and internal notes.
Review the suggestions.
Keep your team involved through the review controls available in each feature.
Choose the right setup
A list, an inbox, or a workspace?
Group customers, organise replies, or separate an operation. Choose the setup that fits.
Use a list or saved view.
Group existing contacts by event, customer type, or another shared detail.
Use a team inbox.
Give Sales or Support its own inbox while keeping the same customer records.
Use another workspace.
Give a brand or region its own customer records, connected accounts, settings, and access.
New workspaces don’t automatically copy existing members, accounts, or customer records.
FAQ
A few useful answers.
A workspace holds a team’s customer records, conversations, sales work, connected accounts, and settings. Create another when those need to be managed separately, such as for a distinct brand or regional operation.
Yes. Give the person access to the workspaces they need. They can switch between the workspaces available to them, with their role determining what they can do in each.
A workspace separates the wider customer data and working setup. A team inbox gives a team its own conversation queue and membership within that workspace. Sales and Support can have different inboxes while working with the same customer records.
Yes. Create reusable workspace roles with capabilities for CRM, sales, inbox use, campaigns, automations, reporting, and data export. Starter roles include Sales Representative, Support Agent, Analyst, and Operations. Workspace roles do not automatically add someone to a team inbox.
The current workspace roles apply to permitted records across the assigned workspace. They are not owner-only or individual-record access rules. Team-inbox membership is managed separately.
Yes. The workspace owner can transfer ownership to an eligible member. The previous owner becomes an admin.
No. Creating a workspace does not automatically copy customer records, connected accounts, members, or operating settings. Set up the new workspace for the team that will use it.
Yes. Each workspace can have its own currency settings, reporting timezone, quote branding, templates, numbering, and commercial approval policies. Set rules for discounts, margins, payment terms, and products that need approval.
Workspace AI settings let administrators choose available capabilities and which supported context sources they can use. Individual features still follow their own availability and review requirements.
Workspace capacity depends on your plan. Check the current pricing for workspace, connected-account, and other limits before adding another operation.
Try Workspaces
Set up your workspace.
Bring your team.
Add your customers, connect your accounts, and give everyone the access they need.
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