One page for every client, deal and project
A Space gathers the emails and meetings that match a client's domains or keywords, keeps a short status up to date and lists what is still open.
Acme's renewal is on track for 1 December. Terms are agreed, and Nora still needs to sign off the final contract.
- Pricing reviewMeeting · Thu 14:0012% annual discount agreed for a two-year term.
- Final contract wordingEmail · Thu 09:12Nora asks to confirm the liability clause.
- Note from SamNote · WedTheir security team wants the data residency answer in writing.
Everything about a client, in one place
Add a domain or a keyword and the matching emails and meetings collect on the Space, from now and from your history.
Acme's renewal is on track for 1 December. Terms are agreed, and Nora still needs to sign off the final contract.
A timeline that keeps itself
Meetings, emails and notes in order, each with a one-line summary. The status at the top is rewritten when something new lands.
- Pricing reviewMeeting · Thu 14:0012% annual discount agreed for a two-year term.
- Final contract wordingEmail · Thu 09:12Nora asks to confirm the liability clause.
- Note from SamNote · WedTheir security team wants the data residency answer in writing.
Bring in the people who need it
Teammates join as viewers or contributors and see summaries, never the rest of your inbox. Viewers are free.
- MCMaya ChenOwner
- SPSam PatelContributor
- PNPriya NairAdded automaticallyViewer
Also included
Status in two sentences
Where things stand, rewritten when new emails or meetings arrive.
Open actions
Tick an action off once and it is done for everyone.
Ask about this Space
A chat that answers only from this client or project.
Matching rules
Client domains and keywords decide what belongs.
Upcoming meetings
The next meetings with the people on the Space.
Notes
Add your own notes to the timeline for everyone on it.
How people describe it
Example quotes, written to show the product at work. Real customer stories replace them as customers agree to share.
Before a renewal call I read the status at the top and I am ready.
New people on the account catch up from the timeline instead of forwarded threads.
Each deal has its own page now, and nobody asks me for the latest.
Questions about Spaces
- Summaries and details of the emails and meetings that match the Space rules. A full email opens only for the person whose inbox it is in.
- No. Viewers read shared Spaces and meeting notes for free.
- 3 personal Spaces on Free and unlimited on paid plans. Shared Spaces: 3 per seat on Pro, unlimited on Team.
- Yes. When you create a Space or change its rules, matching runs over your history once.