Workspace
Setup Your Workspace
This is where your team will collaborate, manage leads, track
performance, and grow your business together.
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Module Customization
Rename, reorder, or add new stages for your
CRM modules to match your internal process
Customize The Fields
Enable administrators to tailor data collection and display by
adding, editing, or removing custom fields across CRM modules
Securely Manage Your Company's Financial Accounts
Enable administrators to add and manage multiple company
bank accounts securely
Add Members
Invite teammates to your workspace and assign roles to define
their level of access.