Industry workflows

A common Business OS core, configured for different operations

Workspace starts with shared CRM, ERP, HRMS, finance, and delivery foundations. These pages explain where that common core fits-and where specialist industry systems are still required.

Industry

Industry

Professional Services

A configurable Business OS foundation for consultancies and professional service teams managing clients, projects, tasks, people, and invoices.

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Industry

Creative Agencies

Bring agency CRM, quotations, projects, content calendars, suggestions, tasks, invoices, and client access into one workspace.

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Industry

Retail & Wholesale

Use an industry-neutral inventory and business workflow foundation for retail and wholesale operations.

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Industry

Manufacturing

Use inventory, warehouses, traceability, projects, tasks, finance, and workforce workflows as a configurable manufacturing operations base.

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Industry

Construction & Contracting

A configurable operating foundation for contractors coordinating commercial, project, workforce, and material records.

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Industry

Healthcare Services

Use Workspace for business CRM, people, projects, inventory, finance, and administrative workflows around a healthcare organization.

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Industry

Education & Training

A Business OS foundation for training providers and education organizations managing non-academic operations.

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Industry

Hospitality

Use workforce, inventory, warehouse, finance, task, and company communication workflows for hospitality operations.

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Industry

Real Estate

Use CRM, client records, custom fields, projects, tasks, quotations, invoices, and team workflows for real-estate business operations.

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Industry

Technology Companies

A connected operating workspace for software, IT services, and technology teams managing clients, projects, people, and finance.

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Industry

Nonprofits

Use projects, tasks, workforce workflows, expense review, notices, clients or partners, and permissions for nonprofit operations.

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Industry

Logistics & Distribution

Use inventory locations, stock movement, reservations, clients, quotations, projects, workforce, and finance as an operational logistics base.

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