Client management is a big challenge in any small business — everything from keeping track of enquiries, client details and your calendar to managing projects, bookings, contracts, invoicing, image galleries and marketing tools. Rather than multiple systems that don't talk to each other, Workspace brings everything together in one connected platform. Here's a quick overview of how the Client Management workflow works inside Workspace. Step 1: Capture New Leads with Custom Forms Everything begins with a lead. When someone responds to a contact form, enquiry form, booking request or questionnaire To View More >>