Productivity

Productivity is where your team writes things down, keeps files, and signs documents. Three apps live in this section: Wiki for shared knowledge, Documents for files, and Signatures for signing online. Your communication apps sit in the next section of the sidebar, and are linked below so you keep the same starting point.

  • Wiki — A shared knowledge base your team writes and reads.

    Wiki

  • Documents — Store, organize, and share files.

    Documents

  • Signatures — Send documents for signature and sign online.

    Signatures

Communication apps

Talking to your team and your customers lives one section over. The pages are here for quick access:

  • Mail — Real email on your own domain.

    Mail

  • Chat — Team messaging and channels.

    Chat

  • Meetings — Video meetings, with recordings where enabled.

    Meetings

  • Calls & SMS — Call and text from any record.

    Calls & SMS

  • Calendar — Your schedule and shared calendars.

    Calendar

  • Appointments — Let people book time with you.

    Appointments

  • Contacts — The shared address book behind every app.

    Contacts

How these connect

These apps connect to the rest of your workspace. Attach a file to any customer or project record, reference a Wiki article from a deal in CRM, or file a signed contract in Documents.

Some apps appear only when you have the role

Wiki and Documents are installed in every workspace, but their menus show only for people who hold the matching role. A workspace owner grants it in Settings → Users. See Wiki and Folders & access.

Last reviewed: 2026-07-21

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