Pipeline, delivery and invoicing in one workspace.

Frequently asked

• +What does Startweb Workspace actually track?
  Accounts and contacts, your sales pipeline, the projects that come out of a closed-won deal, and every quote and invoice tied to them — one workspace instead of separate spreadsheets for each.
• +What happens when I mark a deal won?
  A project is created from that deal automatically, carrying over the account and owner, so delivery starts from the same record sales closed.
• +Can a client see their own projects?
  Client-role members are scoped to their own account's projects, quotes and invoices only — enforced at the database level, not just hidden in the UI.
• +How does invoicing work?
  Quotes convert straight into invoices with the same line items, each numbered per workspace, with payments recorded against the outstanding balance and a downloadable PDF for both.
• +How do team members get added?
  An owner or admin sends an invite from Settings; the invited person picks a role (owner, admin, sales, PM, member or client) that determines what they can see.