Personal and Business, two spaces of their own
Personal is yours, with every tool. A business account is your team's own space, with its own dashboard, team and clients. One switch moves between them.
You always know where you are and where your work goes.
- Personal | Business sits at the top of the sidebar, and at the top of the menu behind your picture on a phone. Business opens your business account, or explains what one is and makes one.
- Personal keeps every tool. Your calendar, tasks, meetings, leads, research and the Legal and Accountant assistants are together in Organise.
- A business account has its own places: Dashboard, Projects, Create, Team and Clients, in its own colour.
- Documents, sheets and slides are made in Create, in both spaces.
- Settings puts the business account's own settings first under its name, then yours.
- The assistant knows which space you're in, and offers the switch when you ask for something that belongs in the other one.
- New accounts are asked once at the start: just me, my business with a team, or both. The business account is made right there.
Try it
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