The connective tissue that links contacts, leads, tickets, and campaigns to the work your team does on them.
Tasks, projects, and team collaboration across every module.
A follow-up on a contact. A migration project that spans tickets and campaigns. A note on a deal. Workspace makes those work items first-class — attached to the records they’re about.
No credit card required.
What you get
Everything in the box.
- Tasks with polymorphic linking — A task can be attached to a CrmContact, Lead, Ticket, or Campaign. Permissions follow the parent record.
- Projects — Group tasks into projects with shared milestones, deadlines, and assignees.
- Comments with @mentions — Teammates notified when mentioned. Threaded comments on any record, not just tasks.
- Real-time notifications — In-app alerts when you’re mentioned, assigned, or a due date is approaching. Daily email digests available.
- Role-based visibility — Tasks respect the module permissions of their parent — a sales-only deal task stays out of the support team’s view.
- Dashboard widgets — Your open and overdue tasks surface on the CRM, Tickets, and Campaign dashboards so nothing gets lost.
How it works
Connected to the rest of the platform.
Tasks and projects live in their own module but are indexed against every CRM, ticket, and campaign record. Daily reminder jobs surface due and overdue tasks to the assignee. Mentions notify immediately through the same notification system used across the rest of the platform, so Workspace feels like a natural part of every module, not a sidecar app.
Try it yourself, or have us build it.
Start a 21-day free trial with 2 seats included, or request a Professional Services engagement for a guided rollout.