One account, as many separate worlds as you need
A workspace of its own for every client — with its own modules, its own currency and its own permissions. Separate data, one sign-in.
An agency runs ten clients; a mid-sized group runs three companies — and nobody wants ten accounts, ten passwords and ten invoices for that. In Funnalized a workspace is the boundary: contacts, deals, applications, documents and permissions belong to exactly one. You switch in the top right and the whole app switches with you. New workspaces take minutes — with a standard setup, or as a copy of an existing one, right down to pipelines, roles and templates.
Team & permissions governs WHO may do what inside a workspace. Workspaces governs WHICH workspaces exist at all and what applies inside them.
A real recording from Funnalized — twenty seconds, on a loop, no sound.
Screens from a demo workspace. Companies, people and figures are fictitious.
What you do with it.
Six capabilities that together answer one question: how do you set up a new client without building everything again — and without their data ever touching anyone else’s?
Company or agency — with your clients underneath
When you create a workspace you decide what it is: a company for internal teams and projects, or an agency that manages clients. Only the main workspace may create more — the client workspaces sit underneath it. Two levels, and that is where it stops: arbitrary nesting looks good on a slide and is a source of mistakes in daily use.
One case, and where you sit in it.
Not a list of neighbours but a path: what actually happens to a case, station by station.
A workspace is the boundary of every record: contacts, deals, applications, documents and permissions belong to exactly one. What you set here applies in every section of that workspace — and nowhere else.
comes from 1 · goes to 4
- Team & RechteMembersWho comes along into the new workspace is picked from the source workspace’s members — each with the role you give them there.
- Vertrieb & CRMPipelines and stagesCarried-over sales pipelines are ready in the new workspace, stages and all, before the first lead exists.
- RecruitingRecruiting pipelinesThe same for applications: pipeline and stages come along, so the first application lands in a finished process.
- AutomationenAutomations, sequences, blueprintsThe standard setup creates six automations, three sequences and three blueprints; a copy brings the source workspace’s instead.
- DashboardThe visible workspaceA dashboard shows exactly one workspace — switching in the top right swaps the numbers, not the tiles.
And here is all of it.
The layer above names the strongest capabilities. This one names every single one — as a keyword, grouped. One click opens the explanation, so that “can it do that?” ends here and not in a call.
44 capabilities in 6 groups — complete, not curated.
What it does not do.
What this module deliberately does not do. We write it down because you cannot try it out before launch — and because it would come up in a conversation anyway.
- No reporting across several workspacesA dashboard and a report show exactly one workspace. An agency sees its clients one after another, not added up on a single sheet.
- No arbitrarily deep nestingAccount → main workspace → client workspaces. Two levels, and that is a decision, not a backlog item.
- No permission management hereWho may do what inside a workspace is the team module’s job — down to the single row, and separately per workspace.
- No moving data between workspacesWhat gets carried over is the SETUP (pipelines, roles, templates), not the records. Contacts and deals stay where they were created.
What people ask us.
The questions that actually come up — with the answer we would give on the phone.
No. Every record belongs to exactly one workspace — contacts, deals, applications, documents, permissions. There is no view that joins two workspaces and no search that reaches across the boundary.
No. While creating you copy an existing workspace and tick, across twelve categories, what comes along — pipelines, roles, automations, templates, custom fields. References are rewritten to point at the new workspace.
That depends on the plan and is stated on the pricing page. What matters day to day: Funnalized tells you BEFORE it is created, and a billable workspace only comes into being with an explicit confirmation.
Yes — the owner can schedule it for deletion. There is a 30-day window in which it stays usable and the deletion can be revoked with one click. You type the name to confirm. Before that you can export the entire workspace as JSON.
Yes. Switching in the top right swaps the entire body of data — sales, recruiting, projects, reports, all of it. Which modules appear in a workspace at all is set per workspace: eleven can be switched on and off individually.
Up to a hundred per account. At most five can be created per hour — a brake against accidental bulk creation, not against real demand.
Workspaces is only the beginning
Sign up and see at launch how all the modules mesh together inside a single system.
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