Access your workspace from any device with one of the supported browsers. Invite customers or send a link and start collaborating straight away without the hassle of installing.
Get a one time password by email every time you access your workspace and do away with those pesky passwords you can never remember.
Connect with other people in your workspace face-to-face. Just turn on your camera and microphone and chat instantly.
Nurture your customer relationships by having all of the information in one workspace. Every time you return to a workspace, everything will be the way you left it.
Visualise your conversation and bring complex topics to life on a shared whiteboard.
Use the many tools available to collaborate with others in your workspace. Annotate documents, draw diagrams or simply take notes anywhere you want.
Drag and drop supported media files into a workspace to view them at the same time as others. Add annotations and notes collaboratively and export them with all the edits.
Turn any section of your workspace into a template and reuse it later. Next time you create a workspace, add your templates and save time.
Create a centralised checklist to capture next steps and any documents required to keep things moving. The checklist can be generated manually or data-driven, making it flexible to suit your needs.
Access industry modules like our home loan app which allows mortgage brokers to complete fact find and perform servicing calculations in the moment from your workspace. And there are more modules to come.
Keep a record of each workspace to monitor quality of the service as well as meet all of your compliance standards.
Get access to all of your workspaces and admin settings from one dashboard.