Each workspace functions as a completely separate environment with its own CRM data, calendar integrations, billing, and settings – making it ideal for agencies serving multiple clients, consultants working with different organizations, or businesses managing distinct brands or departments.
Steps to create a new Workspace at Zeeg
In the top left corner, click on your account name. Select + Create workspace from the dropdown menu
Enter a name for your new workspace (this can be the business or client you're managing), add the users you want to invite to manage this workspace with you, and click on Create
And that's it! You'll be taken directly to your new workspace.
If you want, you can now edit your workspaces settings, including its name and users.