Internal beta · join the waitlist
Your next client. One clear workspace.
An agentic CRM for researching accounts, preparing outreach and keeping the evidence behind every next step.
Research you can inspect
Keep company records, contact sources and qualification notes together before the first conversation.
Agents with visible work
See the actions an agent took, the evidence it collected and the work that needs a person.
A next step for every account
Move from research to outreach and follow-up in a shared operating workspace.
Workbook is being used and improved internally. Public access, pricing and release timing are not yet announced. It is a separate ShareCo product, not a Salesforce managed package.
ShareCo Labs
Join the Workbook waitlist
Tell us about your team. We will contact you about Workbook availability; joining does not create an account or commit you to a purchase.