Your workspace.
Beyond your desk.
Look up a customer, catch up on messages and clear your next task between meetings, on the same records your team uses at the desk.
How it works
Three steps.
No extra admin.
- 1Contact · Opened
Look up a customer
Find the record and history before you walk in.
- 2Inbox · Caught up
Check the latest
Catch up on messages between meetings.
- 3Task · Done
Clear the next task
Tick off follow-ups on the go.
How teams use it
Sell between meetings.
01
Works in any browser
The web workspace adapts to your phone for records, pipeline and tasks.
02
Apps for your team
Ask us about current iOS and Android availability for your account.
03
Same records everywhere
Notes and activity stay on shared records, not scattered across devices.
App access and available features vary by platform. Ask our team before planning a device rollout.