Getting started
Get into your workspace, sign in to each product, and bring your data across. Start the guide →
WorkSquares Docs
Run your whole business from one workspace. CRM, CPQ and Accounts are live today; Inventory, Billing and Projects are on the roadmap.
Live products
Section titled “Live products”CRMLeads, contacts, deals and pipelines.
CPQProducts, price books, quotes, approvals and invoicing.
AccountsAR, AP, the general ledger and financial reports.
On the roadmap
Section titled “On the roadmap”InventoryItems, stock, warehouses and adjustments. The stock core ships behind an API; there is no app to sign in to yet.
BillingInvoices, payments and dunning — which run in CPQ today.
ProjectsTasks, time and delivery — project time runs in Accounts today.
New here?
Section titled “New here?”One source of truth
CRM and CPQ work on the same customers, contacts and products, so sales and quoting never fall out of sync. How the platform fits together →