Cross-section of a three-storey modern office building: reception on the ground floor, open office and project wall on the second, terrace meetings on the third, with three lit windows.

CRM WORKSPACE · Customer relationship workspace

Every relationshiphas a next door.

A customer is not a row in a spreadsheet.
They are a conversation in progress, an opportunity worth moving forward.
CRM Workspace puts enquiries, opportunities, quotes, delivery, payments and renewals into one “Relationship House”.

Contact support

See how it works ↓

macOS customer workspace · Built for B2B teams

WORKSPACE / One building holds the whole business lineThree floors · Three kinds of work · One customer record

Every lit window is a customer in progress.Step inside ↓

A customer project room enclosed in blue glass, with a customer file on a stone table and two colleagues discussing a plan at the project wall.

01 / Step inside: the customer recordCUSTOMER FILE · Interface illustration

One customer · One record · One timeline

Requests, quotes, delivery and payments,all in the same record.

Open any customer and see the whole story: who said what, what was quoted, how far things have got, and who picks up the next step.

The customer’s own words always stay with their context.

ConversationsEvery conversation and the customer’s own words, filed automatically
QuotingEvery version and approval is on record
DeliveryEvery milestone and document is kept with the order
PaymentsEvery payment and renewal, reminded on time

02F / Customer project room

Customer record

CUSTOMER FILE

CContacts and decision makersOwner and next step, at a glance

One customer recordCRM WORKSPACE

CF / 01

Requests

Source: Marketing email · Website AI support · Phone calls
Request summary: Product, quantity, budget and timing, organized automatically
Customer’s own words: Every field traces back to the original conversation
Conversion: Create the customer, contact and opportunity in one click, with duplicate checks

Owner SalesNext step Sales manager · Review the proposal

CF / 02

Quoting

Quote: Products, discounts and tax calculated together
Versions: Earlier versions kept automatically, with differences clear at a glance
Approval: Below the floor price, it goes to a manager for approval automatically
Price lock: Once approved, the price is locked and a customer-ready quote is generated

Owner Sales managerNext step Customer · Confirms the quote

CF / 03

Delivery

Orders: Once the customer confirms, the contract and order are created in one step
Milestones: Stocking · Shipping · Installation · Training · Acceptance
Documents: Delivery, training and acceptance documents filed with the order
Reminders: When a milestone is overdue, the owner is reminded automatically

Owner DeliveryNext step Finance · Follows up the final payment after acceptance

CF / 04

Payments & renewals

Payment plan: Splits the deposit and final payment by the payment terms
Reconciliation: Recording a payment reconciles it, and receivables update automatically
Renewals: Reminder 30 days before expiry, with a renewal opportunity in one click
Upsell: New needs continue from the same record

Owner FinanceNext step Service · Continues the annual maintenance

One customerOne customer record

RequestsRequest summary and own words

QuotingVersions, approval and price lock

DeliveryMilestones and documents

PaymentsPayment plan and reconciliation

ServiceTickets and resolutions

RenewalsRenewal reminders and upsell

Every result comes back to the same customer.

At night, four split-level spaces linked by stone steps: a reception desk, a meeting table, a project wall and a lit blue door.

02 / Relationship section · Four handoffs

Turn a relationship
into a path.

From a single enquiry to years of working together.
One customer, four handoffs; every step has someone to take it on and a record to check.

01 / Reception

Know who this is

Every enquiry has a source. Marketing emails, the website AI support and phone calls become request summaries; once checked, one click turns them into a customer, contact and opportunity, with duplicate checks and the customer’s own words kept.

HandoffSales intake

Acquisition & conversionMarketing · Support · Leads

Send

Delivered

Opened

Clicked

Enquired

Request summary · Organized by AI · To be checked

Product of interest
Quantity & budget
Timing
Contact details
Follow-up preference

✓ Duplicate check✓ Create customer · contact · opportunity✓ Own words move with the record

Every interaction is logged under the customer.

02 / Meeting

Remember this conversation

Meeting notes, the customer’s own words and proposal versions all stay in the customer’s activity. When a task is done, record the result and name the next owner.

HandoffSales → Sales manager

Tasks & handoffsCollaboration

✓Confirm requirementsSalesNot started
✓Proposal reviewSales managerNot started
✓Site surveyDeliveryNot started
✓Payment planFinanceNot started

Proposal V1 · Earlier versions kept automatically

When a task is done, record the result and name the next owner.

03 / Project wall

See the opportunity

Products, discounts and tax are calculated together. Approval is needed only below the floor price, and the price locks once approved; when the customer confirms, the contract and order are created in one step.

HandoffSales manager → Delivery

Quote → Contract → OrderSales · Sales manager

Products & services
Order discount
Tax

Total incl. tax V1Calculated automatically

Draft
Awaiting approval
Approved · Price locked

Quoting
Contract
Orders

Approval only below the floor price; once the customer confirms, the contract and order are created in one step.

04 / The blue door

Catch the next step

From stocking to acceptance, progress and documents move together. After acceptance, the final payment is followed up, and 30 days before expiry a renewal reminder starts the next deal.

HandoffDelivery → Finance → Service

Delivery · Payments · RenewalsDelivery · Finance · Service

Stocking
Shipping
Installation
Training
Acceptance

DepositAcceptance paymentReconciled

Reminder 30 days before expiryCreate a renewal opportunity in one click

From stocking to acceptance, then payments and renewals, every step has its documents.

Beneath the interface, every record is connected.

CustomersContactsConversationsOpportunitiesQuotingContractOrdersPaymentsTicketsRenewals

One customer, moving forward along one path.

Interfaces are illustrations of features

Product film · One customer’s complete journey · 3:42

Every handoff
moves business forward.

Built around the customer, so the whole team keeps moving.
From marketing and leads to quotes, contracts, delivery, payments, support and renewals, the whole relay runs in one workspace.

Simulated business scenario · A demonstration of mature commercial CRM features

03 / Building directory · Turn on modules by team

The floor directory
is your workspace.

Customers, contacts and tasks are the foundation; the other floors are turned on as needed. The home page, search and reports adjust to match; turning a module off only hides it, and the data stays.

Workspace templates

Every industry has a matching workspace template.

The Relationship HouseWORKSPACE DIRECTORY

5FInsights & automationAnalytics · Automation rules↗

4FMarketingEmail drafts · Campaigns · Audiences↗

3FDelivery & serviceProduct catalog · Orders · Support · Service tickets · Renewals↗

2FSalesCustomers · Contacts · Leads · Opportunities · Quotes↗

1FMy workDashboard · Tasks · Calendar↗

⌕ Search customers, quotes, orders or equipment

One search brings up every related record

Less searching, more moving the business forward.

CRM WORKSPACE / Customer record

Customer recordRequests, quotes, delivery, payments and renewals, in one record

→ Schedule a follow-up

Next step · Owner and due date

Received to date

Open opportunities

Service period

Next follow-up

OverviewActivityContactsOpportunitiesQuotingOrdersTickets

Renewal confirmed
Payment reconciled
Ticket resolved
Order delivered

Key contactsDelivered equipment

CRM Workspace · Interface illustration

Automation rulesAfter delivery, a final-payment follow-up task is created automatically✓ Tested on real records first · Turned on only after it passes

04 / Access & archive

Your data stays
in your building.

Every workspace has access boundaries.
Deletions can be restored, and every action is recorded.

Exact capabilities are as described for the official release.

Access control

Workspace access boundaries: only approved members can enter a workspace, and fields they lack permission for show as locked.

Recycle bin

Data deleted by mistake can be restored within 30 days, with its links and history.

Keys & this Mac

Sign-in credentials are stored in the macOS Keychain; local data is not uploaded and never joins a workspace automatically.

Activity log

Sales updated the quote

Sales manager approved the discount

Finance confirmed the reconciliation

↶ Technical proposal V2 · Restored to the customer record Links and history come back too

Sunlight on a travertine wall, with a blue door open onto a meeting room.

05 / The next door is already open

Relationships have warmth.
Progress has direction.

A new day, the same customer, another deal together.
Every handoff moves business forward.

Contact support

macOS customer workspace · Built for B2B teams

01Download and installthe macOS customer workspace
02Choose an industry templateto set up your workspace
03Invite your teamand set roles and permissions

The next door / NEXT

Renewals & upsell

Automatic reminder 30 days before expiry

New needs continue from the same customer record

The next deal starts here

One building
holds the whole business line

Customer record
Pipeline board
Quotes & approvals
Contracts & orders
Delivery milestones
Payment plan
Service tickets
Renewal reminders
Automation rules
Analytics

THE NEXT CONVERSATION STARTS HERERelationships keep growing ↗

Every relationshiphas a next door.