Use cases:

Client or Account Workspaces

  • Named accounts
  • Account management
  • Clients
  • Partners
EI
Example Inc.

One workspace for each company

Create a workspace for each of your clients or accounts so you can keep everything related to a company in one place. Workspaces help you keep the work you do for each account separate so you'll never lose track of something important again.

Account research and notes

Use the workspace for an account to store CRM records, LinkedIn searches, company websites, Google News results, and any other research that might be helpful in landing or growing the account.

Always ready for their call

Getting ready for a call with a client or account is as easy as opening the workspace. With everything you need to get back up to speed on the account at your fingertips, every client will feel like they're your biggest priority.