softsync-notes

Write email templates and send them to one contact or a list, and follow or cancel the send.

Use the workspace as the content system of a website: read published articles and pages, add drafts, upload pictures and videos, and write the text.

Read emails, notes and saved meeting summaries linked to records, search them by content, answer from the workspace's own help articles, and send a text.

Find, create, update, merge, delete and restore records such as companies, contacts, deals and tasks, and chart them.

Create and manage public forms that save every answer as a record, and share their links.

Organise records into groups, share them with people, set up table, board and calendar views, and keep report dashboards.

Find calendar events, and manage booking pages: free times, bookings, booking a meeting for someone, rescheduling and cancelling.

Work a shared team mailbox such as support@: see which customer emails are waiting, who has which, hand them out, and mark them done.

Read the workspace structure — tables, fields, choices and groups — and add or change tables.

Run the workspace automations — manual workflows and published ones — and check their results.

Run the workspace itself: who is in it and what they may do, its name, country and currency, and ready-made add-ons such as a service desk.

Build a new automation and save it as a draft the user can review.