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Documentation Index

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In this video, UnifiedCRM shows how the platform unites buyers and sellers by maintaining two views—a private CRM for your internal team and shared Workspaces for customers—and explains the distinction between internal “users” and invited “customer users” (leads or contacts). You invite a lead or contact directly from the CRM into the platform, then grant them access to specific Workspaces where they and your team can securely collaborate on documents, chats, meetings, etc. He demonstrates how to filter CRM contacts by engagement, add or remove customer and team members to a Workspace, send invitation emails with direct access links, and deactivate or re‑invite customers as needed, ensuring everyone only sees the shared Workspace content you choose.