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Workspaceby Aells

CRM · Workspace by Aells

Keep every sales lead in a clear, accountable pipeline

Manage contacts, deal stages, ownership, follow-ups, and lead activity in the Workspace CRM sales pipeline.

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Overview

How CRM & Lead Management works in Workspace

Workspace gives company teams one place to capture leads, search the pipeline, assign ownership, update stages, and review deal context. Companies can connect Google Drive so CRM lead records are maintained in a Google Sheet owned by the connected company account.

Capabilities

A practical structure for the work

1

Pipeline stages

Organize leads from first contact through proposal, negotiation, won, or lost stages.

2

Lead ownership

Assign a lead to an approved company user and keep responsibility visible.

3

Activity context

Record notes and activity against the lead instead of scattering follow-up details.

4

Company-owned sheets

Connect Google Drive before importing or maintaining CRM lead data in the company’s Google Sheet.

Workflow

From setup to accountable action

  1. 1Connect the company Google account.
  2. 2Create or import leads into the CRM sheet.
  3. 3Assign owners and update stages as conversations progress.

Questions

Clear answers before setup

Where is CRM lead data stored?

The connected CRM workflow is designed to read and write lead records in a Google Sheet owned by the company’s connected Google account.

Can a company control who manages leads?

Yes. CRM access can be granted through company roles and adjusted for an individual user.

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