Answer
The area can take on CRM- or ERP-like tasks, but it is not automatically a complete replacement. For simple customer management, quotes, order overviews and follow-up, Workspace can be sufficient. Complex marketing automation, financial accounting, production planning or archiving functions with special legal requirements can remain in specialised systems.
The sensible division is decided by responsibility. If the ERP creates the binding order, Workspace can map the preceding quotation and clarification process and then display the ERP status. If Workspace manages an order itself, number ranges, changes, documents and interfaces must be planned accordingly. The customer thus gets not an artificial product category but a clear system boundary.
As of 3 September 2026
Further reading
Related topic: Workspace: Customers and orders