01
Manual
The AI gives you ideas. You do the work.
Get a suggested next step for a contact, then decide what to do.
One Connected WorkspaceThe Complete AI Powered CRM built for Growth
Bring contacts, conversations and workflows together. Grow into AI automation, analytics and connected operations — with unlimited contacts, deals and users on every plan.
app.workspacescrm.com
Revenue overview
Updated by AI Copilot · 2 min ago
Pipeline value
$482K
+12.4%
Win rate
34%
+3.1%
Avg. deal size
$12.4K
+8.0%
Forecast · Q4
$1.2M
96% conf.
Deals created
AI insights
- Halcyon Co. is 3× more likely to close this week — send the recap email.
- Pipeline coverage is 2.4× target. Two deals need attention in Negotiation.
Features
Everything your workspace needs
From contacts and conversations to AI, payments and enterprise tools — choose the capabilities your team needs.
Contacts & Opportunities
Keep unlimited contacts, opportunities, deals, tasks and users together in one workspace. Included from Starter.
Conversations & Campaigns
Manage conversations, calendars and forms from Starter, then add campaigns and socials with Growth.
Sites & Funnels
Build sites and funnels alongside your CRM, with workflows available on every plan.
AI Supercenter
Unlock AI Supercenter, analytics, dashboards, custom fields and custom objects with Growth.
Connected Operations
Scale brings team chat, phone system, payments, invoices, domains and integrations into the same workspace.
Enterprise Tools
Add Agent Studio, subscriptions, accounting, SEO, API & webhooks and more on Enterprise.
Product walkthrough
Inside Workspaces CRM
Explore the full walkthrough—from workspace setup and customer relationships to communications, marketing and AI.
AI Agents Built-in
Workspaces CRM brings AI agents into your everyday software. They handle emails, tasks, follow-ups and calls inside your CRM—with three modes that let you choose how much the AI does.
02
Assisted
The AI writes the drafts. You check them and hit send.
Review a follow-up email before it reaches your customer.
03
Automated
The AI does the work, following your rules. You review the results.
Let agents carry out approved actions within the policies you set.
01 / 17
Set up your workspace with a clear checklist
A guided launchpad brings workspace setup, lead-capture assets and revenue activation into one place.
- Track email, phone, workspace and payment setup.
- Open shortcuts for forms, pipelines, bookings and team invitations.
Managed AI, email and phone usage may require a funded wallet.
Watch the walkthrough
Workspace setup, CRM, communications, marketing and AI · 3 min 57 sec
The platform
An AI copilot on every deal
Workspaces CRM reads every signal across your pipeline — emails, calls, meetings and history — then tells your team exactly what to do next. Your reps sell. The CRM does the admin.
- Summaries of every call, email and thread
- Next-best-action prompts for every rep
- Fields that update themselves — no data entry
- Risk alerts before a deal slips
- faster deal cycles
- 38%
- faster deal cycles
- pipeline coverage
- 2.4×
- pipeline coverage
- saved per rep, weekly
- 12 hrs
- saved per rep, weekly
Pipeline growth · AI forecastQ4 · 96% confidence
Deals closing
28
At risk
3
Copilot actions
41
Built for your business
Different industries.
One workspace for growth.
From the first conversation to the next opportunity, bring your relationships, follow-ups and AI together in Workspaces CRM.
Construction
Enquiries / Quotes / Project relationships
Build stronger relationships. Keep every enquiry and follow-up connected.
Explore construction CRMInsurance
Policyholders / Renewals / Communication
Stay close to every client. Keep renewal conversations moving.
Explore insurance CRMPrivate member clubs
Memberships / Events / Member relationships
Make membership personal. Connect applications, renewals and invitations.
Explore private clubs CRMHealthcare
Patient enquiries / Appointments / Recalls
Put people at the heart of every interaction. Bring patient enquiries and appointment follow-ups into one workspace.
Explore healthcare CRMFinance
Prospects / Client reviews / Referrals
Turn conversations into lasting trust. Keep client reviews and your next follow-up in focus.
Explore finance CRMLegal
Intake / Consultations / Follow-ups
Give every enquiry your attention. Connect client intake, consultations and next steps.
Explore legal CRMHospitality
Group enquiries / Events / Guest relationships
Make every guest feel remembered. Keep group enquiries and event conversations together.
Explore hospitality CRMRetail
Customers / Campaigns / Repeat visits
Build loyalty beyond the first purchase. Bring customer relationships and campaigns together.
Explore retail CRMTechnology
Pipelines / Handoffs / Subscriptions
Keep growth connected. Move prospects from first contact to a clear team handoff.
Explore technology CRMStartups
Early customers / Investor updates / Growth
Build your next chapter in one workspace. Keep early customer conversations, investor relationships and opportunities moving.
Explore startups CRMEducation
Enrolment / Admissions / Student follow-ups
Give every learner a clear next step. Connect enrolment enquiries and admissions follow-ups from first interest onwards.
Explore education CRMLogistics
Shipper enquiries / Quotes / Accounts
Move relationships forward. Keep quotes and account conversations on track.
Explore logistics CRMFitness
Leads / Sessions / Member reactivation
Keep your community coming back. Follow up with new leads and reconnect with members.
Explore fitness CRMTravel
Trip enquiries / Travellers / Follow-ups
Make every journey personal. Keep traveller preferences and trip conversations connected.
Explore travel CRMThe Workspaces CRM approach
Your relationships deserve more than scattered tools. Give them one workspace — and AI that works on your terms.
AI Agents Built-in · Manual, Assisted or Automated
Pricing
Find the right CRM plan
Every plan includes unlimited contacts, unlimited deals and unlimited users. Find the workspace that fits your team.
Starter Workspace
Essential AI sales CRM and multi-channel communication for boutique firms and growing practices.
$99/mo
- Unlimited Contacts
- Unlimited Deals
- Unlimited Tasks
- Unlimited Users
- Conversations
- Calendar
- Forms
- Workflows
- Sites
- Funnels
Growth Workspace
Full AI automation engine, multi-pipeline management, and instant response workflows.
$149/mo
- Everything on Starter+
- AI Supercenter
- Analytics
- Dashboard
- Campaigns
- Custom Fields
- Custom Objects
- Data Imports
- Socials
Most Popular
Scale Workspace
Our most popular tier. High-octane workspace with AI lead qualification, sales routing, and deep revenue attribution analytics.
$199/mo
- Everything on Growth+
- Media
- PDF Tools
- Team Chat
- Phone System
- Payments
- Invoices
- Domains
- Integrations
- Branding
Best Deal
Enterprise
Complete enterprise CRM deployment with dedicated account manager and API integrations.
$1,999/mo
- Everything on Scale+
- Agent Studio
- QR Codes
- SEO
- Ghost Intent
- Subscriptions
- Accounting
- API & Webhooks
- Tags
- Labs
Prices in USD per month.
Compare
How Workspaces CRM stacks up
More included, fewer limits, one flat price. See how we compare with the big-name CRMs.
Competitor details are based on publicly listed sales seat plans as of October 2026 and may change. Salesforce Pro Suite pricing is in USD and billed annually. All trademarks belong to their respective owners.
FAQ
Questions, answered
Is it really unlimited contacts, deals and users?
Yes. Every plan — Starter, Growth, Scale and Enterprise — includes unlimited contacts, unlimited deals and unlimited users. You never pay per seat or per record.
How does the AI actually help my team?
Growth includes AI Supercenter. Scale adds AI lead qualification, sales routing and deeper revenue attribution analytics. Enterprise adds Agent Studio.
Can I migrate from another CRM?
Growth includes Data Imports. Contact the team to discuss moving data from your current CRM.
How do I get started?
Choose the plan that fits your team and sign up to create an account.
What support is included?
Email support at support@workspacescrm.com. Enterprise includes a dedicated account manager.
Get started
Start growing with Workspaces CRM
The complete AI powered CRM — unlimited contacts, unlimited deals and unlimited users on every plan.
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