Boards that bend
to how your team works.
Spin up a space with your own status columns and run projects, ops or any cross-department work on it - sharing the same tasks, people and data as the rest of your CRM. Monday-style flexibility without a separate tool.
A flexible canvas for the work that doesn't fit a pipeline.
Custom status columns
Each space owns its columns. Name them, colour them and order them to match how that team actually works.
Shared tasks
Tasks can live in a space with a custom status, or stay in the classic CRM flow. One task model, two views.
Cross-department
Sales, ops, onboarding, content - give each its own board without spinning up another app or login.
Make it yours
Colour-coded columns and a layout per space, so a glance tells you where everything stands.
Connected to the CRM
Cards link back to the contacts, deals and tickets they relate to. Context travels with the work.
Reusable setups
Default columns seed on creation, so a new space is useful the moment you make it.
One less tab open all day.
Most teams bolt a separate project tool onto their CRM and spend the week copying between them. Spaces keep the work and the customer record in the same place.
- Your structureColumns and statuses that fit the team, not a fixed template.
- No copy-pasteTasks and customer data are already shared - nothing to sync.
- Everyone in one toolCross-department work without buying another seat elsewhere.
Spaces FAQs
What are Spaces?
Spaces let you carve the CRM into focused areas for different teams, products or projects.
- Separate views for separate teams
- Keep each area’s data and process distinct
- One platform, many tailored workspaces
Clkly Spaces keep a growing business organised without splitting into separate tools.
Related: Permissions · Workflows
Can each Space have its own setup?
Yes - pipelines, stages and fields can differ per Space to match how each team works.
- Custom pipelines and stages per Space
- Different workflows where needed
- Shared contacts, tailored process
Each team gets a fit-for-purpose setup while staying on one system.
Related: Custom dashboards
Do Spaces control who sees what?
Spaces work with permissions to keep each team focused on the data that is theirs.
- Scope access by Space
- Reduce noise from unrelated work
- Keep sensitive areas private
Together with permissions, Spaces keep large teams tidy and secure.
Related: Permissions
Run every kind of work on boards that fit it.
Custom columns, shared tasks and full CRM context - in one space.