RepCloud Workspace

Run the day without chasing the work.

Bring mail, calendar, tasks, approvals, contacts, and customer context into one place for daily sales work. Workspace is a $79/month add-on.

Add Workspace Start with CRM Open Workspace

RepCloud Workspace mail composer with templates, booking, and review controls

Workspace keeps daily work connected Mail Tasks Calendar Approvals Contacts Files Sales Assistant

Daily operations

Keep work from scattering across inboxes and apps.

Workspace is where reps and inside sales start the day, see what needs attention, handle customer communication, and move between CRM, Drive, Publisher, and account settings without losing customer context.

Evidence-backed reply drafts

Prepare inventory, pricing, RMA, and order-follow-up replies from the customer, catalog, order, product, and source evidence already in RepCloud. Uncertain matches stay in review.

Tasks and approvals

Route work, track ownership, review approvals, and keep sales queues visible without leaving the daily work view.

Calendar and bookings

Coordinate meetings, appointment bookings, reminders, deadlines, and staff visibility from the same shared calendar layer.

CRM-connected context

Pull in contacts, customer records, pricing, order context, and account history so daily communication is grounded in the CRM.

Order handoff

Turn an email into a CRM task, send an order into CRM, or route a request to the right teammate without re-entering the same details.

Assistant chat

Use optional AI-powered assistance for summaries, drafts, next steps, and record or file lookups inside the work surface.

Mac app

RepCloud Desktop brings Workspace to Mac.

The Mac app gives teams a dedicated daily window for mail, calendar, contacts, tasks, approvals, Docs, sales context, settings, and RC Assistant. It connects to the same RepCloud account and permissions as the web app.

Available after sign-in for Workspace accounts.
Native daily surfaces with explicit web fallbacks for deeper suite workflows.
Your RepCloud role and permissions control what each user can open.
Download and update instructions are available after sign-in.

Work surfaces

Bring the daily queue, the customer, and the next action together.

Mail becomes part of the customer record.

Workspace can categorize and summarize incoming mail, then prepare a review-ready response for inventory checks, pricing questions, RMA requests, and order follow-up. The draft can include customer details, product info, order history, pricing evidence, and the recommended next step before the thread is linked to a customer or task.

Tasks, approvals, and calendars keep work moving.

Teams can see deadlines, work queues, approvals, reminders, appointment bookings, and scheduled commitments without hunting through multiple systems or leaving the desktop app.

CRM context stays present while the work is getting done.

Contacts, files, sales context, shared settings, and app launching sit in the same workspace, and messages can hand off into CRM when they become orders, tasks, or customer follow-up.

RC Assistant in Workspace

Start faster and keep follow-up moving.

Catch me up on today, summarize my inbox, and show the approvals waiting on me.
Draft a complete reply for an inventory check, pricing question, RMA request, or customer follow-up using CRM context.
Turn this message into a CRM task or send this order into CRM.
Find the files, contacts, and CRM records related to this customer request.
AI-powered when OpenAI integration is enabled.