Contextual workspaces for B2B teams
WorkB2B helps B2B agencies and service teams keep all the context of their clients, opportunities and projects in one place — with AI that understands the workspace.
Your team doesn't lose deals for lack of leads. It loses them for lack of context.
In an agency or service business, every relationship lives in too many places: WhatsApp, email, Notion, Drive, spreadsheets, calls, proposals and internal threads.
The problem shows up when nobody knows exactly:
- who last talked to the prospect
- when the last follow-up happened
- where the proposal ended up
- which files belong to the deal
- who actually makes the decision
- which opportunities are still live
- which client needs attention
- which relationship could open the next sale
WorkB2B centralizes that context so your team works on real relationships, not scattered information.
Contextual workspaces for living relationships, not just sales pipelines.
WorkB2B connects companies, people, deals, notes, files and activity in one flexible system. Every company becomes a commercial node where you see everything that matters: contacts, deals, proposals, files, history, next steps and team context.
- Organize companies, clients, partners, vendors and prospects.
- Map people to specific commercial roles.
- Manage opportunities beyond traditional sales.
- Create configurable pipelines for different processes.
- Keep notes and files in the right context.
- Define next steps and follow-ups.
- Maintain an activity timeline per relationship.
All your commercial context in one workspace.
The modules a business relationship needs. None it doesn't.
Companies
Manage companies as commercial entities: prospects, clients, partners, vendors, strategic accounts or referral sources.
Overview, contacts, deals, notes, files, timeline and next steps.
People
Organize people by their role in each relationship: decision makers, founders, operators, technical leads, buyers, partners or external consultants.
A person isn't just a contact. They're part of the relationship map.
Deals
Handle opportunities beyond simple sales: proposals, retainers, upsells, renewals, partnerships, referrals or vendor negotiations.
Amount, stage, owner, expected close, probability, next step, source and lost reason.
Configurable pipelines
Create processes around how your agency works: sales, onboarding, renewals, partnerships, vendors or referrals.
Not every commercial process fits a single rigid pipeline.
Notes + Files
Attach notes, documents, proposals, briefs, contracts and files to the right company, person or deal.
Less lost context. Less manual digging.
Activity Timeline
See what happened, when it happened and who did what inside every business relationship.
History stops living in the founder's memory.
Built for B2B agencies and service businesses.
WorkB2B is built for teams that sell, deliver and maintain high-context business relationships.
If your business runs on relationships, proposals, follow-ups and shared context, WorkB2B fits better than a spreadsheet and feels lighter than a traditional CRM.
One system for every commercial process.
The same workspace adapts to sales, delivery and partner operations.
Sales pipeline
Track leads, prospects, proposals, negotiations and closes — with every conversation and file attached to the deal.
Not another rigid CRM. Contextual workspaces for B2B services.
Most tools force a trade-off between structure and flexibility. WorkB2B is built around the way service businesses actually work.
Can be too heavy for a small agency.
Too centered on linear sales pipelines.
Makes you build too much structure by hand.
Flexible, but with no native commercial layer.
Commercial structure + operational context + flexibility, built for B2B agencies.
We're not trying to replace the entire enterprise stack. We're trying to solve the commercial day-to-day of agencies and service teams that need order, follow-through and visibility.
From scattered relationships to an organized workspace.
Import your companies and contacts
Start from CSV or build your commercial base manually.
Create your pipelines
Define processes for sales, partnerships, onboarding, renewals or any internal commercial flow.
Link deals, notes and files
Every opportunity stays connected to its company, its people, its documents and its history.
Define next steps
Every relationship should be clear about what's next, who owns it and when it happens.
Work with shared context
The team stops depending on memory, lost chats or isolated documents.
Never lose the context of a business relationship.
WorkB2B keeps your team on top of every prospect, client, partner and strategic account. Not just which stage a deal is in — but who's involved, what was said, which files exist and what the next move is.
- Fewer missed follow-ups
- More visibility for the team
- Better control of opportunities
- Less founder dependency
- Less fragmented information
- A tighter commercial operation
- More clarity on clients, partners and proposals
We're building WorkB2B with real agencies.
We're looking for B2B service teams that want to organize their commercial operation without adopting a heavyweight CRM from day one. Early users get preferential access, direct onboarding and a real say in the initial product roadmap.
Ideal for agencies of 3 to 30 people selling B2B services and managing high-context opportunities, clients, proposals and relationships.
Frequently asked questions
Everything you need to know about WorkB2B and how it fits your team.
WorkB2B has CRM capabilities, but it's designed as contextual workspaces. Its focus isn't just selling more — it's keeping the full context of your clients, opportunities and projects in one place.