Workspace Management

Workspace ManagementClear visibility with integrated dashboards

Manage Data Easily with Workspace Management CRM

Effortlessly toggle between various data representations, enhance navigation efficiency, and collaboration methods to meet specific project demands.

Table & Kanban Views

Switch between table and Kanban views and update data easily using drag-and-drop.

Drag-and-Drop Updates

Update grouped values by simply dragging and dropping cards across columns.

Advanced Filters & Audit

Use subgroup filters and audit fields for better data control and transparency.

Document Attachments in Comments

● Turn raw data rows into meaningful records with a single click.

● A clear, step-based navigation bar makes it simple to filter, explore large datasets, and quickly locate key information.

● Share files directly in workbook comments to keep discussions and documents in one place.

● Export filtered and grouped data for cleaner, more organized reports.

● Set and update field data types while creating workbooks for accurate data uploads.

Copy, Move & Duplicate Rows

Move or replicate data seamlessly between workbooks and worksheets.

● Transfer or replicate information between workbooks and worksheets without losing structure.

● Shift rows with mapped fields to keep data organized.

● Instantly create copies within the same workbook for repeatable tasks.

● Remove multiple rows at once to keep workbooks clean and organized.

● Manage and email multiple recipients from a single column.

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Standalone & Embedded Worksheets

● Use worksheets as independent modules or embed them within other CRM modules.
● Create tasks and send emails directly from workbooks with full CRM functionality.
● Manual data type mapping during workbook creation.
● Compatibility checks for smooth transfers between modules.
● Dynamic charts that update in real time.
● Add charts directly into workbooks and dashboards for continuous insights.

Module & Sub-Module Integration

Keep everything accessible in the way that works best for you. Save time managing data at scale. Ensure your data is always structured correctly. Bring your data to life with automatically updating charts.

● Use as a Module: Pin any worksheet to the top navigation for quick access.
● Embedded as Sub-Module: Place worksheets inside system or custom modules for easy integration.