Industry · Workspace by Aells
A configurable Business OS foundation for consultancies and professional service teams managing clients, projects, tasks, people, and invoices.
Overview
Professional service organizations can use Workspace to connect lead and client context with quotations, project delivery, task assignment, daily work, expenses, invoicing, and client visibility. Workspace supports operational service delivery; profession-specific licensing, confidentiality, and statutory record rules must be configured and validated separately.
Capabilities
Move opportunities from CRM through quotation and client onboarding.
Connect project members, tasks, dates, and daily work.
Link client delivery with invoices, payments, and financial records.
Workflow
Questions
Yes. Companies can select relevant modules, define roles, use individual permission overrides, and add supported custom fields.
Workspace supports operational service delivery; profession-specific licensing, confidentiality, and statutory record rules must be configured and validated separately.
