What is Workspace CRM

Documentation Index

Fetch the complete documentation index at: https://lindo.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Workspace CRM is the client management system for agencies and resellers who manage multiple clients.

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Purpose

If you run a web design agency or resell Lindo.ai services, Workspace CRM helps you:

• Organize client information
• Track client websites
• Manage credit allocation
• Handle billing and invoices

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Availability

Workspace CRM is available on:

• Elite plan ($300/mo)
• Reseller plan ($2,000/mo)

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Accessing Workspace CRM

1. Click CRM in the sidebar
2. The CRM modal opens

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CRM Structure

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Clients Tab

Left panel shows your client list:

• Client avatar (initials)
• Client email
• Search input to filter

Right panel shows selected client details.

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Billing Tab

View all invoices across all clients:

• Invoice list on left
• Invoice details on right

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Client Details

When you select a client, you see five tabs:

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Info Tab

• Name, email, company
• Notes (internal comments)
• Website limit setting
• Agentic Mode toggle
• Delete and Update buttons

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Websites Tab

• All websites owned by this client
• Quick access to edit each site

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Credits Tab

• Monthly credit allocation
• Usage progress bar
• Reset date
• Allocation history
• Add/update credits buttons

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Billing Tab

• Billing summary (total, outstanding, paid)
• Create Invoice button
• Invoice history table

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Subscriptions Tab

• Active subscriptions
• Create Subscription button
• Subscription management

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Workspace CRM vs Website CRM