WorkSpace AI: Sales CRM

WorkSpace AI is an AI sales CRM for small teams that manage customers, meetings, inbox conversations, follow-ups, tasks, invoices, and daily business work from one mobile workspace.

If your team sells, supports customers, or manages client work from a phone, WorkSpace AI helps keep the work moving. Record meetings, capture notes, draft customer replies, organize CRM activity, track follow-ups, manage tasks, and create invoices without switching between separate apps.

AI WORKROOM FOR DAILY CUSTOMER WORK
Chat with your workspace assistant to turn customer context into useful next steps. Draft replies, prepare follow-ups, summarize activity, and review suggested actions before anything important moves forward.

MEETING NOTES AND FOLLOW-UPS
Record customer meetings and create notes, summaries, and action items. Use meeting context to draft the next WhatsApp message, email, task, or follow-up so your team can act while the conversation is still fresh.

CUSTOMER INBOX IN ONE PLACE
Manage customer conversations across WhatsApp, email, and SMS from a shared inbox. Keep replies, notes, files, tasks, and client records connected so your team can see the full customer history.

CRM, PIPELINE, AND CLIENT RECORDS
Track contacts, clients, deals, owners, stages, values, and next steps. WorkSpace AI helps small sales teams keep pipeline activity organized without turning every update into manual admin.

TASKS, PROJECTS, AND TEAM COLLABORATION
Create tasks, assign work, follow deadlines, and keep teammates aligned around customer activity. Use notifications to stay on top of important workspace updates and follow-up reminders.

INVOICES, PAYMENT LINKS, AND DOCUMENTS
Create invoices, share payment links, track payment status, scan documents, upload files, and keep business paperwork attached to the right client or deal.

KEY FEATURES
• AI workspace chat for daily customer work
• CRM contacts, clients, deals, and pipeline tracking
• Meeting recording, notes, summaries, and action items
• Inbox and customer conversation management
• WhatsApp, email, and SMS customer follow-ups
• Tasks, projects, reminders, and team collaboration
• Invoices, payment links, and payment tracking
• Document scanning and file uploads
• Push notifications for important workspace updates

WorkSpace AI is built for founders, operators, agencies, consultants, service teams, and small sales teams that want one mobile workspace for customer work, sales activity, and AI-assisted productivity.

A WorkSpace AI Pro subscription is available as an optional in-app purchase. AI token packs are also available for additional AI usage.