Question 1

Does WorkBase replace my CRM?

Accepted Answer

No. Salesforce, HubSpot and Pipedrive stay your system of record. WorkBase reads from them and writes back to them, so reps stop typing what the tools could have captured.

Question 2

How is this different from ChatGPT with a Salesforce plugin?

Accepted Answer

A plugin fetches a record when you ask. WorkBase runs the whole task: it reads the call, the thread and the CRM together, drafts the follow-up, updates the opportunity, and sets the next step — under your rules, not one lookup at a time.

Question 3

Can Libra write to my CRM without me approving it?

Accepted Answer

Only where you allow it. You decide which fields and actions run automatically and which wait for a one-click approval, and every write is logged so you can see exactly what changed and why.

Question 4

What does setup actually involve?

Accepted Answer

Connect Gmail and your CRM through scoped OAuth, pick a task, and give it one instruction. It works on day one — no dashboards to build and no Zapier chains to maintain.

Question 5

Can we host Libra on our own cloud?

Accepted Answer

Yes. On Enterprise the full stack can run inside your own environment, so indexed content and connected data never leave your walls.

Question 6

Will a rep see deals that are not theirs?

Accepted Answer

No. Workspace controls scope what each person sees: sales ops sees everything, a rep sees only their own pipeline, and connected sources keep their own permissions.

Dimension	Traditional CRM	Libra WorkBase
Data entry	Reps update fields manually	Auto-updated from email, meetings and calls
Follow-ups	The rep remembers	Drafted from the meeting context, ready to send
Pipeline visibility	Requires a report or a dashboard build.	Ask in plain language
Cross-tool workflows	Needs Zapier plus custom integrations	Native. Connectors, agents and workflows in one place
Setup and adoption	Weeks of configuration, then low adoption.	Connect the tools and start. Works on day one

WorkBase for Sales

Sales reps are becoming data-entry clerks, not deal closers.

Where a rep's 40-hour week goes

The call ends. The work doesn't.

Pick one. It runs on your data in a minute.

How can I enrich a sales lead?

How can I automate sales follow-ups?

How can I prepare a pipeline update?

Your CRM stores the deal. WorkBase runs it.

Connect your work inbox without thinking twice.

Data isolation

Workspace control

Action Control

Auditability

Before you connect anything.