Agreements on the order
Queries and decisions sit on the customer, the offer or the order, in the same thread.
Products · Workspace
Agreements and knowledge where the work happens
Queries, files and tasks sit directly on the order, the customer or the product. What your team knows for the long term lives in the wiki, and open questions are settled in the forum. That way, a stand-in can carry on working without having to ask first.
View from our demo environment with sample data.
What your team gains
Files where they are needed
Images and files are attached directly to the comment. Anyone allowed to read it can also open the file.
Answers you can find again
You record important answers from discussions in the forum so the team can find them later.
Knowledge for everyone
The wiki holds guides and processes. Every change is kept as a version.
From query to completed task
On the order, a colleague writes a query and pastes the photo from the clipboard.
He mentions his colleague from the warehouse. She sees the notification in her action items.
The comment becomes a task that she is responsible for.
Once the task is done, the result remains on the order.
Collaborating on the order
Queries and decisions sit on the customer, the offer, the order, the product or the invoice. Replies stay in the same thread.
You paste an image from the clipboard straight into the comment. Anyone allowed to read the comment can also open the file.
With @, you address a colleague directly. The notification appears in her profile and on the dashboard until she deals with it.
If a query creates work, you turn it into a task. Responsibility and status are then visible to everyone.
You set up the next step with a date, reminder and responsible person, either on its own or linked to a record.
Workspace shows comments on their own. Which data changed and when is recorded, read-only, in a separate history.
Knowledge that stays in the team
You record guides, processes and product knowledge in pages with structure, links and images. Every change is kept as a version.
You tick off checkpoints directly on the page. The page shows who ticked off which item and when.
A question starts as a discussion. You record important statements as an insight, together with the outcome, the decision or a task.
On a shared canvas, your team sketches a new process, gathers ideas or prepares a review.
Cards move through columns such as List, In progress and Done. You can link a card to a company, a lead, an order or a product.
You decide who may read or edit a wiki, a page or a forum topic. Confidential matters stay within a small circle.
Appointments and calendar
You plan appointments with your colleagues and with external participants, and select rooms or equipment for them. Your colleagues accept or decline internal invitations in Workspace; external participants respond via a link in the invitation email.
Your open follow-ups appear in your personal calendar next to your appointments. Calendar programs with CalDAV access read and write your appointments. They only display follow-ups, which you continue to edit in Workspace.
You import existing calendars from a calendar file. Workspace first shows a preview with recurring series and conflicts, and appointments are only created after you confirm.
Files with clear rules
If a file belongs to an order, a product or a contact, you store it there. General material such as manuals or training documents sits in a shared repository that the wiki can link to.
Who may see a file follows the team permissions and the sharing settings on the file. New files are checked before they can be opened. For each storage location, you define how long files are kept.
Works together with
Sales and customers
Comments and follow-ups sit directly on leads, opportunities and offers.
View sales and customersOrders and documents
Queries, files and tasks belong to the order, which also generates the delivery note and invoice.
View orders and documentsProcesses and reports
You define the steps a case goes through and who approves it in a graphical workflow.
View processes and reportsWorkspace customer service
Your customers’ questions arrive via the chat on your website and become cases with a clear owner.
View Workspace customer serviceFrequently asked questions
Can I turn a comment into a task?
Yes. The task stays linked to the record on which the query was made.
What are boards for?
For a quick overview: cards in columns, quickly created and moved. Who is responsible and by when is recorded in tasks and follow-ups.
Who writes in the forum?
Your company’s signed-in employees. That way, internal questions and decisions stay within the team.
Does the calendar work with my calendar program?
Programs with CalDAV access read and write your appointments. Google Calendar cannot subscribe to the protected calendar link.
Can I find records through a shared search?
The central search finds contacts, companies, leads, cases, offers, customer orders, tasks, purchase orders, incoming invoices, goods receipts and products. You search wiki pages and forum topics within the wiki and forum.
What does collaboration and knowledge in Workspace cost?
We quote the price in an offer, because it depends on the scope, such as the areas used and storage. We will publish fixed prices as soon as they are set.
Which agreement should live on the order in future?
Tell us about a query or a guide that today gets lost in emails and people’s heads. In a demo, we will show you how your team records it in Workspace on the order and in the wiki.