Workspaces or separate businesses: which to use

Two ways to split your work#

AutomateNexus CRM gives you two ways to keep things apart:

• A workspace is a part of one business, such as a team, a department, a location or a brand. Every workspace in a business uses the same connections, branding, plan and bill.
• A separate business is a business of its own, with its own contacts, team, connections (email, phone numbers, WhatsApp, payments) and branding. You switch between your businesses with one login, and they all run on the plan you already have.

Watch it#

Workspaces vs Separate Businesses in Your CRM (Which to Use)

Which one to use#

Use workspaces when the parts share a team and the same email, numbers, payments and brand. For example, a sales team and a support team, or a north and a south office.

Use a separate business when the companies need their own email address, phone numbers, payment account or brand. For example, a holding company with two subsidiaries, or a plumbing company and a roofing company with the same owner.

You can use both: each business you add can have its own workspaces.

Add a business#

1. Click the business menu at the top left of the side menu. It shows the name of the business you are in.
2. Click Add a business. Next to it you see how many businesses your plan includes, for example 1 of 3 businesses.
3. Type the Business name and click Add business.

You are moved into the new business straight away. It starts empty: connect its email, phone numbers and payments, add its logo and invite its team, just as you did for your first business.

If your plan has no room left, the window says so and offers See plans.

Switch between businesses#

1. Click the business menu at the top left.
2. Under Your businesses, click the one you want. Your main business is marked Main, and the one you are in has a tick.

If you have many, type in Search businesses… to find one.

To move between workspaces inside the business you are in, use the workspace menu in the top bar instead.

How many businesses your plan includes#

Your main business counts as one.

Every plan includes as many workspaces as you need inside each business.

Who sees "Add a business"#

Only the owner of the main business sees Add a business.

• Team members, including admins and managers, do not see it. Ask the owner to add the business, then to invite you to it.
• Client logins do not see it. If an agency runs your account for you, ask your agency.

Separate businesses are not reselling#

A business you add is yours: you own it and it runs on your plan. If you want to sell the CRM to your own clients, as their own accounts on your own prices, you need an Agency plan. See Agency guide: reselling, client billing, snapshots and white label.

Troubleshooting#

Related articles#

• Setting Up Your Account: creating workspaces and inviting your team.
• User Roles and Permissions: who can do what in a business.
• Plans, billing, add-ons and storage: changing your plan.
• AppSumo tiers, limits and stacking: businesses on each AppSumo tier.