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Workroom add-on

External email, with the project context left on

Keep client and vendor email visible to the right team and attached to the relationship or work it concerns.

Trusted by the studios doing the work

ART DIRECTIONProduct mockup + interior-design context

Email add-on placeholder showing shared inbox, thread, contact/project association, search, ownership, and CRM follow-up. Verify sending domains and automation before final claims.

What this changes
01

Keep client and vendor threads visible

The information stays useful because it remains attached to the people, project, and financial context around it.

02

Attach email to a contact, lead, or project

The information stays useful because it remains attached to the people, project, and financial context around it.

03

Search the relationship history without relying on one inbox

The information stays useful because it remains attached to the people, project, and financial context around it.

The connected record

One update should not create five cleanup tasks

This capability connects with CRM, contacts, projects, proposals, and Forms. The final visual should demonstrate how a change propagates instead of presenting the feature as a standalone tool.

CaptureConnectActLearn
See the connected workflow

Bring the real work into the demo

We’ll show how this part of Workroom connects to the records your team already uses.