Features

Everything you can do in WorkSpace today.

A complete reference of Stage 1 capabilities — what's live, and what's clearly marked as Coming Soon.

Command Center

Run the day.

  • Business Briefing — daily compact operational summary
  • Today's priorities from your real workspace state
  • Overdue tasks + upcoming deadlines
  • Deals needing follow-up
  • Upcoming commitments and meetings
  • Primary goal + next milestone
  • Pipeline pulse and business health
  • Recent activity across every module

Board · Leadership Team

Think about the business.

  • CEO · Strategy
  • CGO · Growth
  • CMO · Marketing
  • CFO · Finance
  • COO · Operations
  • CTO · Technology
  • CHRO · People
  • Chief of Staff — drafts execution plans from adopted decisions
  • Ask the Board — follow-up strategic questions grounded in your data
  • Business-context learning as your workspace grows
  • Decision adoption workflow
  • Decision → execution plan handoff

Goals

Direction, made measurable.

  • Strategic goals with roadmaps drafted from business context
  • Supporting goals
  • Milestones with progress tracking
  • Category, priority, target, target date, target unit
  • Connected to Work, Projects and Command Center

Work

The tasks that move things forward.

  • Tasks with title, description, priority, status
  • Start date/time and due date/time
  • Reminders and workspace-local scheduling
  • Recurrence patterns
  • Assignee (multi-member)
  • Related company / contact / deal / project / goal
  • Push + email reminders

Sales / CRM

Keep revenue moving.

  • Companies (18+ fields)
  • Contacts (20+ fields, universal name handling)
  • Deals with stages: New → Qualified → Proposal → Negotiation → Won / Lost
  • Pipeline board with drag-to-stage
  • Follow-ups with due-flags
  • Multi-currency deal value
  • Won-deal → next-step plan (delivery / onboarding / follow-up)
  • CRM CSV/XLSX import + export
  • Relational import (Company + Contact + Deal from one row)

Projects

Deliver, milestone by milestone.

  • Projects with deadline, owner and linked deal/company
  • Milestones with status and progress
  • Connected tasks that roll up progress automatically
  • Draft plan on project creation (review + approve)

Calendar

One view of your commitments.

  • Tasks with dates surfaced on the calendar
  • Goal deadlines and project milestones visible
  • Workspace-local timezone handling

Business Data

Track what makes your business unique.

  • Custom trackers for records that don't belong in CRM/Projects
  • Field types: Text, Long text, Number, Date, Checkbox, Single Select, URL, Email
  • Tracker Builder — describe what you want to track, review the schema, approve
  • Full CRUD on records with type validation
  • Guardrails redirect to CRM/Projects/Work when it belongs there
  • Growth plan and above

Meeting Assist

Turn meetings into action.

  • Capture meeting notes and outcomes
  • Link to related company / contact / deal
  • Attach action items to Work

Business Assistant

Don't just ask. Delegate.

  • Ask questions grounded in your workspace
  • Create tasks, contacts, companies and deals from natural language
  • Retrieve and analyse workspace information
  • Give context and outcomes — not just commands
  • Draft communications and follow-ups
Coming Soon

Being built next.

Honest about what's live vs. what's on the way.

Documents

Soon

Living documents with connected business context.

Reports

Soon

Turn operational data into decision-ready reports.

Integrations

Soon

Connect the tools you already use — expanding roadmap.

Run your business from one connected workspace.

Start free today and be first in line as every Workspace module goes live.

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