What it covers
Adapt terminology, pipelines, fields, views, automation and purpose-built custom objects.
Customisation and integrations
Industry workspace packs
Preview and apply one of eleven workspace configurations.
How it works
Start with a workspace shaped for your industry
Preview one of eleven configurations before applying it to a workspace. Packs can adapt terminology, pipelines, fields, views and automation, including purpose-built custom objects.
In practice
Review the proposed configuration before applying its supported workspace changes.
When to use it
Useful situations
- Preview a configuration suited to an industry workflow.
- Apply supported terminology and pipeline defaults.
- Start with purpose-built custom-object structure where available.
A working path
How the work moves
Preview
Select one of the available packs and inspect its proposed changes.
Decide
Confirm that the terminology, fields and pipeline fit the workspace.
Apply
Apply supported configuration changes through the governed workspace flow.
Illustrative scenario
professional services
A services team previews a pack, checks the proposed project fields and applies it after agreeing on the terminology. The preview is a practical conversation starter: teams can compare the proposed labels and fields with their current process before changing a shared workspace setup.
Before you start
What to check
- Packs change supported workspace configuration only.
- Review before applying because the pack affects shared team language and views.
How many packs are available?
The workspace provides eleven current configurations to preview.
Can we customise after applying?
Yes, supported Workspace Studio controls remain available.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.