Worxley
Lead Briefing
New-lead summariesThis agent reads each new lead and writes a short summary for the rep: who they are, what they asked for, and what to do first.
Simple, flexible CRM for growing businessesLeads, deals and follow-ups,
Leads, deals and follow-ups,
without the complexity.
Keep every lead, deal, customer and follow-up in one place, without the clutter. Worxley comes set up for real estate, tourism, healthcare, professional services, digital marketing and IT services, and adapts to the way your team already works.
Leads
What Worxley Brings
What changes on day one.
Leads, deals, customer details and follow-ups live in one simple workspace, so nothing slips through spreadsheets, inboxes or memory, and your team spends its time selling.
WHAT'S INSIDE
Everything your sales team needs. Nothing it doesn't.
Leads, deals, customers and follow-ups in one place, shaped around how your team already works.
Industries
Set up for your industry
Pick your industry when you sign up. Worxley installs the records, pipelines and reminders it runs on, and you can change any of it.
AI agents
Meet the agents that look after your records
Each agent has one role, a clear limit on what it can touch, and a face you will recognise. Start from one of ours or describe your own.
Deal Risk Monitor
Deal monitoringThis agent watches open deals for silence, slipping dates and stalled stages, and flags the ones that need a person today.
Customer Health
Account monitoringThis agent reads a customer's tickets, notes and recent activity and tells you whether the account is healthy or drifting.
Stale Lead Watch
Alerts for untouched leadsThis agent finds leads nobody has touched in a while and tells the owner before they lose interest.
Follow-up Planner
Follow-up planningThis agent prepares the next follow-up for a lead or deal and asks you before it books or sends anything.
Your own agent
Drafting helpDescribe the task in plain words. Worxley drafts the agent for you. Nothing runs until you publish it.
Core CapabilitiesEverything you need,
Everything you need,
out of the box.
Capturing leads, moving deals, keeping customer records and following up: the everyday sales work is built in and ready from day one.
Capture every opportunity. Never lose track of a lead.
Worxley centralizes every lead, automates follow-ups, and gives your sales team complete visibility from first enquiry to conversion.
Incoming leadsLive
Website formPriya
WhatsApp enquiryQueued
Referral partnerQueued
Automate your sales process from enquiry to conversion.
Replace repetitive manual work with intelligent workflows that automate follow-ups, assignments, approvals, and notifications.
Deal stage changed
AssignNotifyFollow up
Everything after the deal stays connected.
Once a lead becomes a customer, Worxley keeps every interaction, payment, and document connected in one workspace.
Nimbus ManufacturingCustomer since 2023Active
Invoice #2481 paid
Contract signed
Support request closed
Renewal call booked
Manage quotations, payments, and revenue in one place.
Create quotations, collect payments, and generate invoices — all without leaving your CRM.
Quotation QT-1042Nimbus Manufacturing
DraftSentPaid
Collected₹0
AI that helps your team sell smarter.
Worxley works alongside your team to summarize conversations, recommend next actions, and surface insights from your data.
Worxley is automating your tasks
When something needs attention, AI highlights the issue and suggests the next action. Your team can review important decisions, make adjustments, and approve with a single click.
Analyzing conversation sentiment...
Extracting action items from transcript.
Drafting follow-up email for review.
Updating deal stage to "Negotiation".
When something needs attention, AI highlights the issue and suggests the next action. Your team can review important decisions, make adjustments, and approve with a single click.
Analyzing conversation sentiment...
Extracting action items from transcript.
Drafting follow-up email for review.
Updating deal stage to "Negotiation".
INTEGRATIONS
Connect the tools you already use.
Worxley connects with Google Workspace, WhatsApp, payment gateways, and video tools — synced straight into your CRM.
Razorpay
Cashfree
WhatsApp
Zoom
Facebook
Gmail
Google Sheets
Google Calendar
Google Meet
Google Tasks
Claude
OpenAI
Twilio
Mailchimp
Exotel
Google Ads
Gemini
Google Workspace
StripeRazorpayCashfreeWhatsAppZoomFacebookGmailGoogle SheetsGoogle CalendarGoogle MeetGoogle TasksClaudeOpenAITwilioMailchimpExotelGoogle AdsGeminiGoogle WorkspaceStripePartner Network
Grow your business through a connected partner network
Manage referral partners, consultants, and agencies from one workspace — they submit and track leads while your team stays in complete control.
See how partners workSecurityBuilt for businesses that take
Built for businesses that take
security seriously.
Data encryption
Sensitive data encrypted at rest and in transit.
Custom role-based permissions
Fine-grained access control, tailored to your team.
Audit logs
Every change tracked, so nothing happens unseen.
Compliance-ready architecture
Built to support your compliance requirements as you grow.
Questions we hear most
Our team responds within one business day if you need more.
Worxley is a simple, flexible CRM that helps growing businesses manage leads, deals, customer information and follow-ups, all in one place.
Worxley is built for growing businesses that want to manage leads, deals, customers and follow-ups without a complicated CRM. It comes with ready-made setups for real estate, tourism, healthcare, professional services, digital marketing and IT services teams.
Worxley keeps everyday sales work simple. Leads, deals, customer records and follow-ups sit in one clean workspace, and you can shape fields, pipelines and stages around the way you already work, without a long setup project.
Yes. Every new workspace starts with a 90-day free trial, with full access from day one.
A CRM centralizes customer information, manages sales opportunities, and automates repetitive tasks — so your team works from one trusted source instead of spreadsheets and disconnected tools.
Yes. Worxley's AI summarizes meetings, recommends next actions, and surfaces customer insights — built to assist your team, not replace human decision-making.
Yes. You can import data from spreadsheets and supported CRM platforms — our onboarding helps you move contacts, deals, and history with minimal disruption.
Yes. Worxley includes role-based access controls, authentication, and audit capabilities so you can manage customer information responsibly and stay in control of user access.
Sign up and start your 90-day free trial. Create your workspace, pick your industry, import your leads and customers, and invite your team.
90-day free trial
Try Worxley free for 90 days. Start today.
Sign up, pick your industry and bring in your leads and customers. Your team can start working in Worxley the same day.