Describe your business
Use the workspace builder to describe the work and explore a starting board.
Follow the customer.
Not six different tools.
Meet Maya. She wants a custom bed. Follow her order through a working day at Oak & Co.—then make the same building blocks work for your business.
One customer, all the way throughInteractive example · not a live account
MC
Maya Chen
Custom oak bed · Order 1042
- Owner
- Alex · Customer team
- Value
- Not quoted
- Next step
- Confirm dimensions with Maya
Customer briefOn the record
Maya Chen · Custom oak bed
King size · natural finish
Delivery requested in six weeks
- Website enquiry received
A new customer. Not another loose end.
Give the enquiry a record, an owner and a next step. Keep the original conversation beside the work.
See connected conversations1 / 6
Start with what you do.
Keep shaping it as you grow.
You don’t need to adopt someone else’s vocabulary. Start with the work, the people responsible and the biggest bottleneck.
Make the structure yours
Adjust columns, status options and ownership. Try examples before adding real customer information.
Put it to work in Specter
Get the app or browser access, then set up your account, teammates and authorized connections.
The full CRM, not just the first sale.
Explore each part of the working day in more detail.
FAQ
Your workflow, your questions
Questions
Answer
Is this just a sales pipeline?
No. Your workspace can cover the work after a sale too: projects, orders, delivery, customer conversations, invoicing, payments and follow-up. You choose the boards and columns.
Can I change these stages?
Yes. These are examples, not a fixed process. Custom boards, column types and dropdown options let you build around your own work.
Will the website create real orders or charge a customer?
No. This is a sample walkthrough. Payment services and integrations require setup and authorization in your actual workspace.
How do I take my workspace into the app?
Use the builder to explore your structure, then visit Downloads for the current install and handoff options. Automatic preview import is not connected on this website yet.
No. Your workspace can cover the work after a sale too: projects, orders, delivery, customer conversations, invoicing, payments and follow-up. You choose the boards and columns.
Yes. These are examples, not a fixed process. Custom boards, column types and dropdown options let you build around your own work.
No. This is a sample walkthrough. Payment services and integrations require setup and authorization in your actual workspace.
Use the builder to explore your structure, then visit Downloads for the current install and handoff options. Automatic preview import is not connected on this website yet.