Workspace templates

Build a repeatable process with templates

Create templates for sales, customer onboarding, client portals and more.

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Company Templates

Create company templates to standardize process across the sales and customer success teams

Section templates

Content and project plan templates for key moments in the customer journey

Synced Sections

Sync content blocks across workspaces, so you're always using the latest content

Dock Features

Embedded content

Mutual action plans

Implementation plans

Analytics and notifications

Secure information sharing

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