Industry · Workspace by Aells
Use CRM, client records, custom fields, projects, tasks, quotations, invoices, and team workflows for real-estate business operations.
Overview
Real-estate teams can organize prospects and clients, extend records with company-defined fields, assign follow-up tasks, manage service projects, and connect commercial documents and finance. Workspace does not replace title verification, property listing exchanges, escrow, regulated brokerage, or jurisdiction-specific transaction systems.
Capabilities
Track prospect context, responsibility, stage, and follow-up.
Use custom fields for company-specific property or case information.
Connect tasks, quotations, projects, invoices, and expenses.
Workflow
Questions
Yes. Companies can select relevant modules, define roles, use individual permission overrides, and add supported custom fields.
Workspace does not replace title verification, property listing exchanges, escrow, regulated brokerage, or jurisdiction-specific transaction systems.
