1. Leads and clients
The CRM keeps every enquiry and its follow-up in one place.
- Leads: record who asked, from where, and what they need.
- Notes and follow-ups: keep a notes thread on each lead and plan the next contact.
- Campaigns: group leads into campaigns and see the leads in each one.
- Teams: assign leads to your sales teams.
2. Projects
A workspace for your internal projects and the teams behind them.
- Project list: search by title and filter by status.
- Teams: bring the right people into each project.
- One system: from the first enquiry in the CRM to the delivered project, the work is in the same place.
3. Tax invoicing
Connect to JoFotara (e-Fawtara), the Jordanian tax department's e-invoicing system.
- Connect once: enter your credentials in Invoices, Sync, and set the environment active.
- Automatic or manual: send each invoice when it is created, or review first and send selected invoices yourself.
- Rejected invoices: the tax department's reason is shown next to the invoice. Fix and send again, or cancel with a recorded reason.
- Accepted invoices: they get a QR code and are never sent twice.
4. Several companies, one sign-in
People who work for more than one company do not need separate accounts.
- Company switcher: a dropdown in the top bar shows the company you are in and lets you change it.
- Roles: decide which pages each person can open in each company.
- Approvals: sensitive actions wait for a manager's decision, which is recorded.
Ready to run it on Workspace?
Start free, or tell us about your business and we will show you a setup that fits.