Contacts & companies
Keep the people, organisations and history behind your work together.
- Contact and company records
- Owners, tags and custom fields
- Email, call and meeting history
- Linked tasks, comments and files
The forwardslash workspace
Imagine your
calendar filled.
Every client managed and your team working to grow.
Know who you’re working with.
People, companies and the context that makes a conversation useful.
Lists & imports
Build a useful audience from the contacts you have and the people you find.
- CSV import and field mapping
- Saved contact and company lists
- Duplicate review and bulk actions
- Segments, filters and list membership
Enrichment
Fill gaps in a record before you reach out, with results you can review.
- Company and contact research
- Email verification
- Sources and enrichment history
- Provider setup and usage controls
Search & Lists
Find a person, a company or a piece of work without retracing your steps.
- Search across workspace records
- Filters for the context you need
- Saved views for repeat work
- Keyboard access to search
Keep the conversation together.
Email, calls, messages and meetings, connected to the same people.
Email & shared inbox
Work from your own connected mailbox and keep replies beside the relationship.
- Mailbox connections and reply threads
- Compose, templates and snippets
- Attachments and scheduled sending
- Shared conversations and ownership
Calling
Start a call from a contact, then keep the outcome with their history.
- Click-to-call from a record
- Phone numbers and caller identity
- Call notes and outcomes
- Line setup and calling controls
Power dialler
Work through a calling list with the next contact and their context together.
- Queues from your contact lists
- Contact details beside the call
- Pause, resume and record outcomes
- Calling windows and suppression checks
SMS
Keep text messages in the same relationship as your emails and calls.
- Messages linked to contacts
- Conversation history
- Sender number configuration
- Eligibility, consent and usage controls
Calendar & bookings
Arrange a meeting and keep the booking connected to the person and the work.
- Built-in calendar and events
- Booking pages and availability
- Meeting dates, times and time zones
- Calendar connections and reminders
Turn an audience into a conversation.
Bring your lists, pages, campaigns and follow-ups into one flow.
Campaigns
Bring an audience, a message and the next step together in one campaign.
- Audiences from saved lists
- Email content and personalisation
- Scheduling and sending limits
- Delivery, replies and campaign results
Approvals
Review what will go out before it reaches someone outside your team.
- Draft review beside contact context
- Approve or request changes
- Clear pending and approved states
- Recorded decisions and sending controls
Agents
Build repeatable workflows for the follow-up, handoff and next action.
- Multi-step agents and workflows
- Email, calling and task steps
- Enrolment, timing and stop conditions
- Run history and human approval
Pages & forms
Create a page for the next conversation, event or offer, then share its link.
- Page builder and reusable blocks
- Forms and contact capture
- Personalised contact pages
- Drafts, publishing and page settings
Follow through on the work.
From an opportunity to a project, with a clear next action.
Pipeline
See where opportunities stand and what needs to happen next.
- Opportunity records and stages
- Owners, values and expected dates
- Board and list views
- Activity and follow-up in context
Projects & delivery
Carry the context from a won opportunity into the work you deliver.
- Projects linked to relationships
- Tasks, milestones and due dates
- Shared files and discussion
- Ownership and delivery progress
Tasks & to-do
Give every next action a place, a person and a due date.
- Personal and shared task lists
- Assignees, watchers and deadlines
- List and board views
- Links to contacts and projects
Targets
Keep the goals you set beside the activity and outcomes they depend on.
- Team and individual goals
- Activity and outcome measures
- Progress over a chosen period
- Targets alongside reports
See the whole picture.
A shared view of your work, with the tools and controls around it.
Overview / Today
Start with the conversations and work that need your attention.
- Today’s tasks and meetings
- Recent activity and next actions
- Sending queue and activity
- Shortcuts to the rest of your workspace
Reports
Follow the result from activity through to replies, meetings and opportunities.
- Campaign and communication results
- Pipeline and team activity
- Date ranges and report filters
- Usage and sending visibility
AI assistant
Get help with a draft or the next step while keeping control of the result.
- Drafting and contextual guidance
- Review before applying suggestions
- External assistant handoff
- Workspace permissions and AI usage
Files & knowledge
Keep the documents behind a conversation or project within reach.
- File uploads and shared links
- Attachments beside related work
- Browse and search stored files
- Access and storage controls
Integrations, API & MCP
Connect the services and assistants your team already uses.
- Mailbox, calendar and service connections
- API keys with scoped access
- MCP tools for connected assistants
- Connection status and activity
Admin & settings
Manage the workspace, its people and its boundaries in one place.
- Team membership and permissions
- Plans, usage and billing settings
- Privacy, consent and audit history
- Import, export and workspace preferences
Start with what you need
One workspace. Room to grow.
Start with your contacts and the work in front of you. Plans, usage allowances and connected services determine what is available to your team.