THE CAQA RELATIONSHIP WORKSPACE
Your world.
Your people.
All connected.
Bring people, opportunities and the next step into one shared workspace.
15 connected modulesBuilt for education & service teams
RELATIONSHIPS, IN VIEWEvery connection counts.
FROM HELLO TO WHAT’S NEXTA shared direction.
RELATIONSHIPS / PROGRESS / POSSIBILITYSCROLL TO DISCOVER
THE PEOPLE BEHIND THE POSSIBILITIES
A more human
way to work.
The moment it clicks.
A shared ambition.
Every conversation counts.
A meaningful connection.
Better, together.
A little collective momentum.
Room to learn.
The next idea starts here.
A shared direction.
Good work has a next step.
PEOPLE. PURPOSE. PROGRESS.Find your connection ↗
01 / A MORE CONNECTED WAY TO WORK
Great relationships start with people. Give every conversation context. Every opportunity direction. And every next step a place.
Your contacts, sales and teamwork.
Connected, from the first hello.
A SHARED CENTRE OF GRAVITYPeople. Progress.
People. Progress.
One connected place.
Give the whole team the context to move forward together.
- Relationships
- Opportunities
- Shared context
YOUR NEXT STEP, MADE SIMPLE
Where would you
like to start?
A CLEARER NEXT STEP
Start with what matters to your team.
02 / CLARITY, BUILT IN
See the connection.
Shape the next step.
A shared view of the people you know,
the work in progress and what comes next.
CAQA CRM / WORKSPACEILLUSTRATIVE PREVIEW
PEOPLE & ORGANISATIONSA little context.
A little context.
A stronger connection.
AM
Alex Morgan
Learning Director
Harbour Learning- Relationship
- Active contact
- Owner
- Jordan Chen
One connected story
Activity- Discovery conversation
Discussed the next training programme.
NOTE · TODAY - Follow-up assigned
Jordan to prepare a tailored proposal.
TASK · NEXT STEP - Opportunity linked
Team development programme
DEAL · QUALIFIED
OPPORTUNITIES IN VIEWFrom possibility
Sample pipelineFrom possibility
to progress.
Qualified
Proposal
Advisory programme
$18,500SP Sam PatelWon
Room for the next win.
Try moving the sample opportunity to its next stage.
UNDERSTAND YOUR SAVED WORKA clearer view
Sample reportA clearer view
of the bigger picture.
Open pipeline$42,5002 sample opportunities
Weighted forecast$24,950Qualified 50% · Proposal 70%
Next steps04Sample follow-up tasks
Opportunity value by stage
ILLUSTRATIVE DATA · AUDLESS SEARCHING. MORE UNDERSTANDING.
Contact records, activity and linked work — together.
03 / FROM HELLO TO WHAT’S NEXT
Good work has
a natural flow.
Three connected layers.
One shared direction.
01 / CONNECTKnow the people.
Know the people.
Keep the context.
Build a shared picture of every relationship. Link contacts to companies, capture notes and calls, and bring existing records in with a previewed CSV import.
- Contacts & companies
- Search & activity
- CSV import & export
02 / PROGRESSGive every next step
Give every next step
a little momentum.
Turn leads into linked opportunities. Give follow-ups an owner, plan the next conversation and move deals through your sales stages.
- Leads & deals
- Tasks & calendar
- Rules & reminders
03 / UNDERSTANDSee what happened.
See what happened.
Decide what’s next.
Review pipeline, forecast and team activity in eight reports. Keep documents, evidence and a traceable audit history connected to your work.
- Reports & insights
- Files & versions
- Evidence & audit trail
04 / BUILT AROUND PEOPLE
The work is connected.
So are the people.
For teams whose work starts
with a relationship.
01 Education teams ↗
Keep enquiries, organisational relationships and follow-ups together. Link documents and evidence to your team’s requirement assessments.
02 Service businesses ↗
Connect the first conversation to the proposal and the work that follows. Keep company context and sales opportunities visible across your team.
03 Growing teams ↗
Give each next step an owner and each colleague the right role. Shared activity and reports make it easier to understand where work stands.
05 / ROOM FOR THE WHOLE PICTURE
Everything has
its place.
Fifteen modules, brought together
in one working environment.
Relationships
People, organisations and their story.
Contacts
People, notes and activity in one place.
Companies
Organisational context for every relationship.
Leads
Capture enquiries and connect the next step.
Sales & visibility
A clearer view of what comes next.
Dashboard
A shared overview of your saved work.
Pipeline
Track opportunities through your stages.
Deals
Keep values, owners and next steps together.
Reports
Eight reports calculated from CRM records.
Everyday momentum
Give the next step an owner.
Tasks
Assign, prioritise and follow through.
Calendar
Plan conversations and team activity.
Inbox
Connect email for sending and synchronisation.
Automations
Apply rules; prepare email drafts for review.
Workspace control
Keep your information connected.
Documents
Files, versions and linked evidence.
Compliance
Record your own requirement assessments.
Audit Log
Trace changes across the workspace.
Settings
Manage roles, team accounts and configuration.
3
Access rolesAdministrator, manager & viewer
8
Calculated reportsClarity from your saved records
1
Connected workspaceFrom first contact to follow-through
06 / A FEW THINGS TO KNOW
A clear start.
No guesswork.
Practical answers before
you open the workspace.
with a conversation.
How can other people join my CRM?
An administrator can open Settings → Team → Add team member, enter the colleague’s name and email, set an initial password of at least 12 characters, and choose a role.
Share the sign-in details securely. Your colleague then signs in at crm.caqa.com/app. This flow creates the account; it does not send an email invitation.
Do colleagues need a private setup code?
No. Once your workspace has its first administrator, colleagues use the accounts that an administrator creates for them. The private setup code is only for the initial workspace activation.
Can I connect my email account?
Yes. Sending and inbox synchronisation require a configured email connection. You can prepare drafts before connecting an account. Automation email actions create drafts for review.
How are reports and insights produced?
Reports and Insights are calculated from your saved CRM records. They cover sales, pipeline, leads, contacts, forecast, team activity, health and compliance assessments. A language-model assistant is not currently connected.
How do documents and compliance features work?
Upload files, retain document versions and link evidence to your own requirement assessments. Statuses reflect your team’s assessment; they do not certify regulatory compliance.
How is workspace access managed?
Administrators manage team accounts and configuration. Managers work with operational records, while viewers have read access. The workspace also supports an audit trail, archived-record recovery and full backups.
THE NEXT CHAPTER STARTS HERE
Make room for
what’s next.
Bring your relationships and your work into focus.