CRM · Workspace by Aells
Maintain tenant-scoped client records and connect each client to projects, quotations, invoices, payments, and a client portal.
Overview
Client management is the operational link between sales and delivery. Workspace keeps each company’s clients isolated, supports configurable custom fields, and connects client records with downstream project and billing workflows.
Capabilities
Client records are associated with the company workspace that owns them.
Add company-defined information fields when the common client structure is not enough.
Use the same client context across quotations, projects, invoices, and payments.
Enable controlled client access to relevant projects, approvals, quotations, invoices, and feedback.
Workflow
Questions
Yes. Authorized users can configure custom fields for client records.
No. The client portal is a separate, limited experience and should expose only client-relevant records.
