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Product features

Everything Axiom does,
in one workspace.

Axiom Workspace replaces a stack of disconnected tools with a single platform — CRM, sales pipeline, scheduling, AI email, documents, dashboards and integrations. Here is everything Axiom can do for your business, and how each piece works together.

14-day free trial No credit card Every feature included
What can Axiom Workspace do?

Axiom Workspace is an all-in-one business platform. It combines CRM and contact management, a sales pipeline with drag-and-drop kanban, online scheduling, an AI email composer, secure document collection, file storage, dashboards and integrations — one app where every module shares the same data, starting at $75/month with every feature included.

10+
features in one app — no add-ons, no separate logins
$75/mo
flat price with every feature unlocked from day one
1 record
of truth — contacts, deals, files & email in one place
5 TB
file storage included, attached to the right contact
See it in action

One app for your entire workflow.

Each module is built into the same app and shares the same data. Click through to see what your team works in every day.

app.axiomworkspace.com/my-day
Axiom My Day dashboard showing today's meetings, tasks due, overdue items and unread email in one briefing. Axiom Contacts list — every client in one clean system with custom lists, tags and status. Axiom Sales Pipeline — drag-and-drop deal stages with potential revenue per column. Axiom Calendar with bookings synced from public scheduling links. Axiom Tasks kanban board moving work across To Do, In Progress, Review and Done. Axiom Sales Dashboard with real-time pipeline value, win rate and revenue projections. Axiom Files — documents attached to the right client record with 5 TB of storage.

My Day — your whole day in one briefing

Meetings, tasks, overdue items and unread email, pulled from every module into a single morning view. Start the day knowing exactly what needs attention.

CRM & Contact Management

All your contacts, one clean system.

Every client, lead and company lives in a single record that the whole team can trust. No duplicate spreadsheets, no “which version is current?” — the contact card is your source of truth, and every email, file, note and deal attaches itself to the right person automatically.

  • Custom lists, tags and status to segment contacts your way
  • Full activity history — calls, emails, files and deals on one timeline
  • Companies linked to their people, deals and documents
  • Access from any device, any time
Explore contact management
app.axiomworkspace.com/contacts
Axiom Contacts — every contact organized in one CRM with lists, tags and status.
Sales Pipeline & Kanban

Track every deal from first touch to close.

See your whole book of business as a visual pipeline. Drag deals between stages, watch potential revenue update per column, and run as many pipelines as you have sales motions — commercial real estate, SaaS, services — each with its own stages and probabilities.

  • Drag-and-drop kanban for deals and tasks
  • Potential revenue and win probability on every stage
  • Multiple named pipelines for different sales motions
  • Deals linked back to the contact and company records
Explore the sales pipeline
app.axiomworkspace.com/pipeline
Axiom Sales Pipeline kanban with deal stages and potential revenue per column.
Online Scheduling

Book instantly, from any platform.

Drop a booking link on Facebook, in an email or on your website and let clients schedule themselves. The moment they confirm, Axiom creates the contact, adds the meeting to your calendar, and sends automatic reminders that cut no-shows — no back-and-forth, no separate Calendly subscription.

  • Shareable booking links for any service or meeting type
  • Every booking creates a contact and lands in your CRM
  • Automatic reminders reduce no-shows
  • Synced to the same calendar your team already uses
Explore online scheduling
app.axiomworkspace.com/calendar
Axiom Calendar showing the week filled with bookings from public scheduling links.
Documents & Files

Collect documents securely, store them in context.

Send clients a secure upload request and gather sensitive paperwork without email attachments or third-party file tools. Every document lands attached to the right contact record, with 5 TB of storage included — so the agreement, the proposal and the onboarding checklist are right where the rest of the relationship lives.

  • Secure client upload requests for sensitive documents
  • Files attached to the contact and company they belong to
  • 5 TB of storage included — no separate Dropbox or Box
  • Shareable links and organized folders
Explore secure documents
app.axiomworkspace.com/files
Axiom Files — client documents attached to the right contact record with 5 TB storage.
The full list

Every feature, by category.

Each links to a deep dive. Everything below is included on every Axiom plan — no upgrade gates.

FAQ

Feature questions, answered.

The short version of what teams ask about what Axiom can do.

Axiom Workspace includes CRM and contact management, a sales pipeline with drag-and-drop kanban, sales and marketing sync, an AI email composer, online scheduling with automatic reminders, secure document collection, file storage, reporting dashboards, and integrations with Microsoft, Google, Wix and Mailchimp. Every feature is included on every plan starting at $75/month.

Yes. Axiom is built around a CRM that keeps every contact, company and deal in one clean system. Custom lists, tags, notes, files and email threads all attach to the right record, so the contact card is your single source of truth. See contact management →

Yes. Axiom’s online scheduling lets clients book instantly from any platform — a link you can drop on Facebook, in an email or on your website. Every booking creates a contact, lands on your calendar, and triggers automatic reminders that reduce no-shows. See online scheduling →

The AI Email Composer drafts professional emails in seconds, right inside Axiom. Because it works on top of your CRM, it has the context of the contact and deal — so replies, follow-ups and outreach are written in less time and automatically logged to the right record. See the AI Email Composer →

Axiom lets you collect sensitive documents from clients securely and stores every file attached to the right contact record, with 5 TB of storage included. There is no separate Dropbox or Box subscription to manage. See secure documents →

Axiom integrates with Microsoft, Google, Wix, Mailchimp and more. Most capabilities other CRMs require integrations for — scheduling, email, pipeline, tasks, files and dashboards — are already built into Axiom natively, so the modules talk to each other without third-party glue. See all integrations →

Yes. There are no upgrade gates or per-feature add-ons. Every Axiom plan includes the full feature set — CRM, scheduling, pipeline, AI email, documents, files, dashboards and integrations — starting at $75/month with a 14-day free trial and no credit card required. See pricing →

Still have a question? Talk to our team →

Every feature. One workspace.

Stop paying for six tools that don’t talk to each other. Start your 14-day trial — every Axiom feature unlocked, no credit card, no setup fees.

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14-day free trial No credit card Every feature included
Axiom Workspace

User-friendly software designed to accelerate your growth and build lasting client relationships.

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