Set up for your industry.

Pick your industry when you sign up. Worxley installs the records, pipelines, reminders and documents your work runs on. You can change all of it.

Apply for Cohort 01
Industry packInstalling
Real EstateSee the pack
  • RecordsDevelopments · Towers · Units · Bookings
  • PipelinesSales · Rentals · Resale
  • RemindersSite visits · Demand letters · Rent due
  • DocumentsCost sheet · Allotment letter · Rental agreement
  • PortalsOwner Portal · Channel Partner Portal
  • DashboardInventory · Collections · Rent roll
How it works

Three steps to a CRM that fits

  1. 01

    Pick your industry and country

    Choose one of six industries, or Other for a general setup. Your country sets the edition: tax, currency, wording and filing calendars.

  2. 02

    The industry pack installs

    Records, pipelines, stage rules, reminders, email and WhatsApp templates, documents, portal pages, a dashboard and optional sample data.

  3. 03

    Make it yours

    Rename or remove fields and stages, and build your own objects. Pack updates never overwrite what you changed.

The six industries

Pick the one that fits your business

Each page shows what its pack installs.

Real EstateDeveloper inventory and broker listings in one CRM: units, site visits, bookings, payment schedules and rentals.
  • Unit grid and map
  • Site visits and bookings
  • Rentals and resale
See the pack TourismTrips with day-by-day itineraries, suppliers and vouchers, travellers and visas, and deposit-and-balance payments.
  • Itineraries with margin
  • Suppliers and vouchers
  • Instalment payments
See the pack HealthcarePatients, appointments by practitioner and branch, treatment plans, consent records and recalls.
  • No double-booking
  • Treatment plans
  • Consent records
See the pack Professional ServicesFor accounting and advisory practices: engagements, recurring filings, client documents, time and WIP.
  • Filing calendars by country
  • Conflict and KYC checks
  • Time, WIP and realisation
See the pack Digital MarketingRetainers tracked month by month: hours, deliverables, client approvals, ad accounts and margin.
  • Retainer months and overage
  • Client approvals
  • MRR and churn reports
See the pack IT ServicesService contracts with SLAs and renewals, client assets and licences, and statements of work billed by milestone.
  • Contracts billed every cycle
  • Licence and SSL expiry
  • Milestones and change requests
See the pack

Not on the list? Pick Other to start with a general pipeline, proposal and agreement templates, follow-up emails and partner and customer portals, then add your own objects.

Inside a pack

What a pack puts in place

Anything that sends or acts arrives switched off or as a draft, so you review it before it runs.

  1. 01

    Records

    The objects your industry works with, such as units, trips, patients or service contracts, with their own fields and stages.

  2. 02

    Pipelines

    Lead, deal and account stages in your industry's words. Some packs add more pipelines, such as Rentals or an IVF cycle.

  3. 03

    Stage rules

    Checks that stop a record moving on too early, such as a trip marked Travelling while a balance is unpaid.

  4. 04

    Reminders and client messages

    Scheduled reminders for your team and messages to clients by email or WhatsApp. They install switched off.

  5. 05

    Document templates

    Quotes, agreements, letters and slips that fill in from the record, ready to print or send for signature.

  6. 06

    Portal pages

    What clients and partners see when they sign in, named the way your industry names things.

  7. 07

    Dashboard and reports

    An overview dashboard with your industry's own reports pinned to it.

  8. 08

    AI agents

    Agents such as Lead Briefing or Follow-up Planner, created as drafts for you to switch on.

  9. 09

    Sample data

    Example records with names, places and amounts for your region, so you can try things before you import.

Region editions

One pack, four editions

Your organization's country decides what the pack installs. Records keep the same structure everywhere.

IN

India

GST with CGST, SGST and IGST, filing calendars for GST, TDS and ROC, BHK and RERA fields, and a Tally export.

US

United States

State sales tax, filing calendars for Forms 1040, 1120, 941 and 1099, bedrooms and US listing sources, and a QuickBooks Online export.

UK

United Kingdom

VAT, filing calendars for VAT returns, CT600, confirmation statements and PAYE, yearly KYC reviews, and a Xero export.

EU

European Union

VAT with reverse charge between EU countries, VAT and annual accounts calendars, yearly KYC reviews, and a Xero or CSV export.

In India, the UK and the EU, client reminders go out on WhatsApp first and fall back to email.

FAQ

Questions about industry packs

Yes. Every field, stage, template and rule can be renamed, edited or removed. When a new pack version comes out, Worxley only updates the parts you haven't changed and never re-adds anything you deleted.

Pick Other. You get a general pipeline, proposal and service agreement templates, follow-up emails and partner and customer portals. Custom objects let you add the records your business needs.

No. Reminder rules and workflows install switched off, email sequences install as drafts, and WhatsApp templates install as drafts that you submit to Meta for approval.

Yes. Organizations in the US, the UK and the EU get packs without India-only fields, with their own tax rates, filing calendars, wording and accounting export.

Yes. When you sign up you can start with sample records for your region and clear them before you import your own data.

Still have questions? Talk to our team

APPLY FOR COHORT 01

You've seen how industry packs work. Now pick yours.

Choose your industry when you sign up and start with a CRM that already fits.

Apply for Cohort 01 Contact Sales