Workspace
Your team works in one place, and it keeps itself current.
Records, views and dashboards built around how your team works, filled in from your email, calls and documents.
Want something else off your plate? Ask in a sentence, and we build it in.
Two weeks before a client's quarterly review, pull their accounts into a prep summary for Marcus
Send to the Headroom team- Mapped with Nadia: what each review coversTue
- Prep summary approved by MarcusWed
- Live in Clients → Quarterly reviewsThu
Built around your business, not a template.
Records shaped to you
Clients, deals, properties, matters, whatever you track, with the properties you actually use.
Properties that fill themselves
Formulas, lookups and AI properties work things out from your emails, calls and documents, and stay up to date.
Views for every team
Save filtered, sorted views for yourself or the whole team, and share one by link when you need to.
Dashboards that write themselves
Put tables, numbers and charts on one board, and export it as a PDF for the people who want paper.
Common questions
Do we have to move everything over?
We set up your workspace and bring your data across with you, so you start from what you already have.
Can we change it later?
Yes. Ask for a new property, view or record type in a sentence and we build it in.
Does everyone see everything?
No. Permissions decide who sees which records and which properties.
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