SalesDesk distinguishes between internal CRM users (your sales team) and invited customer users (leads or contacts) who log into their own branded workspaces. CRM users and their permissions are managed under Profile → Access, while customer users are onboarded with a single “Invite Customer” click—giving them access only to their workspace. You track all customer activity from the CRM and can preview exactly what they see via Settings → Account. This unified platform brings sales teams and buyers together for chat, meetings, document sharing, and full audit‑trail—no separate sales rooms or data syncing needed.