Purpose
If you run a web design agency or resell Lindo.ai services, Workspace CRM helps you:- Organize client information
- Track client websites
- Manage credit allocation
- Handle billing and invoices
Availability
Workspace CRM is available on:- Elite plan ($300/mo)
- Reseller plan ($2,000/mo)
Accessing Workspace CRM
- Click CRM in the sidebar
- The CRM modal opens
CRM Structure
Clients Tab
Left panel shows your client list:- Client avatar (initials)
- Client email
- Search input to filter
Billing Tab
View all invoices across all clients:- Invoice list on left
- Invoice details on right
Client Details
When you select a client, you see five tabs:Info Tab
- Name, email, company
- Notes (internal comments)
- Website limit setting
- Agentic Mode toggle
- Delete and Update buttons
Websites Tab
- All websites owned by this client
- Quick access to edit each site
Credits Tab
- Monthly credit allocation
- Usage progress bar
- Reset date
- Allocation history
- Add/update credits buttons
Billing Tab
- Billing summary (total, outstanding, paid)
- Create Invoice button
- Invoice history table
Subscriptions Tab
- Active subscriptions
- Create Subscription button
- Subscription management
Workspace CRM vs Website CRM
| Workspace CRM | Website CRM |
|---|---|
| Manage YOUR clients | Manage WEBSITE customers |
| Agency clients you bill | Visitors who buy products |
| In workspace sidebar | In website editor |
| For agencies/resellers | For e-commerce sites |