Documentation Index
Fetch the complete documentation index at: https://docs.unifiedcrm.ai/llms.txt
Use this file to discover all available pages before exploring further.
UnifiedCRM Workspaces let you bring customers securely into your CRM by giving them—and your sales team—a shared environment where you can track and collaborate on everything in real time. From the CRM view you see each workspace as a record—its linked users, shared assets, meetings, tasks, issues, chat history and notes—while customers log in through a branded landing page to view only their workspace. Inside a workspace, both parties can chat, book and join video calls, share and comment on documents, raise issues, assign and track tasks, and browse a searchable library of assets, all of which automatically syncs back to the CRM without any external tools or data migrations.