Workspace ManagementSeamless workflow with flexible views

Flexible Workbooks That Scale

Convert data rows into meaningful records with one click. Simplify filtering and navigation with a clear step-based bar. That makes it easy to explore large datasets and quickly locate the information you need.

CRM workspace for teams builds workbooks with clean data mapping, move or reuse rows across workbooks, and use worksheets as standalone modules or sub-modules with full audit tracking.

Data Movement and Duplication

Move or replicate data seamlessly between workbooks and worksheets.

• ● Transfer rows with field mapping to maintain structure.

• ● Create quick copies in the same workbook for repeatable tasks.

• ● Now attach documents in comments, manage tasks, send emails, and share worksheets securely with internal or external users.

• ● Built-in DocuSign integration in workspace management CRM keeps all documents and approvals in one place.

Advanced Data Handling with Dynamic Charts

Ensure your data is always structured correctly. Bring your data to life with auto generate reports and get a free CRM Demo.

• ● Manual data type mapping during workbook creation.
• ● Compatibility checks for reliable transfers between modules.
• ● Add charts directly to workbooks and dashboards for ongoing insights.
• ● With custom CRM Workspace, you can convert workbook rows into Accounts, Leads, or Cases instantly.

Module & Sub-Module Integration

Keep everything accessible in the way that works best for you. Save time managing data at scale.

• ● Use as a Module :
  Pin any worksheet directly to the top navigation.

• ● Embed as Sub-Module :
  Add worksheets inside the system or custom modules for easy access.

• ● Bulk Delete :
  Remove multiple rows in one go.

• ● Filtered Deletions :
  Target only outdated or irrelevant data.