Organization Workspaces
Each company gets isolated users, records, wallets, targets, and expense cash.
Multi-organization CRM
Xavinex CRM
A premium workspace for agencies and teams to manage leads, projects, retainers, wallets, targets, users, and PKR expense cash with clean organization-level isolation.
Org isolated dataAdmin managed usersPKR expense ledger
X
Xavinex Workspace
Live command center
Online
Pipeline Value
$82.4K
Open Leads
128
Expense Cash
PKR 94K
Revenue Trend
12 months
Leads
Projects
Retainerships
Wallet
Expenses
Built for controlled growth
One CRM, separate workspaces.
Role Based Access
Admins decide which modules each user can see and operate.
Pipeline To Cashflow
Track leads, projects, retainers, payments, wallets, and PKR expenses in one place.
Operational modules
Everything your team needs to move work forward.
From lead capture to project collection and expense cash, each module is designed to stay practical, fast, and permission-aware.
Lead Pipeline
Capture conversations, follow-ups, source tracking, and order lock handoff.
Project Control
Track budgets, outstanding balances, statuses, and payment history.
Wallet And Cash
Keep business wallets separate from PKR expense cash assigned to people.
User Permissions
Admin decides exactly which modules each teammate can open.
How it works
Launch a clean workspace in minutes.
Organization isolated
1
Create an organization workspace
2
Invite users and assign module access
3
Track leads, projects, payments, and expenses
4
Review dashboard, targets, and operational cash
Built for separated organizations.
Organization context is carried in the session and applied across key APIs, so users, leads, projects, wallets, notes, targets, and expenses stay inside their own workspace.
PKR expense cash without mixing revenue.
Add funds to a person or cash account, spend from that account when creating expenses, and keep expense cash separate from wallets and project revenue.