Skip to main content
The sidebar provides navigation to key workspace features like CRM, Workflows, Analytics, and Settings.
ItemDescriptionPlans
CRMClient managementBusiness+
WorkflowsBackground automationAll
AnalyticsAggregated statisticsAll
SettingsWorkspace configurationAll
Click any item to open its modal:
  • CRM — Opens client management
  • Workflows — Opens background automation
  • Analytics — Opens aggregated statistics
  • Settings — Opens workspace configuration

​
Role-Based Visibility

Not everyone sees all sidebar items:
RoleCRMWorkflowsAnalyticsSettings
Owner✓✓✓✓
Admin✓✓✓✓
Editor✗✓✓✗
Viewer✗✗✓✗
Client✗✗✗✗

​
Responsive Behavior

On desktop, the sidebar is always visible on the left side. On tablet and mobile, it collapses into a hamburger menu—tap the icon to expand, tap outside to close.

​
Keyboard Navigation

Navigate the sidebar with keyboard:
  • Tab to move between items
  • Enter to select
  • Escape to close opened modals

Open CRM

Access client management

Open Analytics

View aggregated stats