What's new in
Worxley.
New features, pipeline improvements, and system enhancements shipped every week.
Client approval chains, data migration, tablets, and tighter access to margins
Clients approve proposals, contracts and project work step by step in the client portal, and you can move your data into Worxley from CSV and Excel exports. Worxley now fits tablets, AI assistants need a separate permission before they contact your customers, and industry packs keep cost and margin fields to the roles that should see them.
Built-in invoices, tax for India, the UK, the EU and the US, and AI agent run trees
Bill clients from Worxley with numbered invoices, credit notes and automatic overdue reminders, taxed the way your country requires: GST and TCS in India, VAT with reverse charge and OSS in the UK and EU, and sales tax by state in the US. Industry packs now group their records in the sidebar and add new objects, and you can see every step an AI agent took.
Workspaces, time tracking, e-signature with multiple signers, and privacy & consent
Give each team a focused sidebar with workspaces and favorites, track and bill time, and send contracts for signature by several people in order. Manage consent and data requests under GDPR, UK GDPR, India's DPDP Act and CCPA, and get deeper industry packs rebuilt for India, the US, the UK and the EU.
Record types, a visual layout builder, client health, and Public API v2
Run different kinds of record through their own process with record types, and design record pages and forms in a visual builder. Accounts get a client health score, developers get a new version of the Public API, and admins can switch industry pack without losing data.
Usage limits, version history and sandboxes, role hierarchy, and field history
See what your plan allows on the new Usage & limits page, and roll back custom object changes or try them first in a sandbox. Records now show who changed what, and managers can see the work of everyone who reports to them.
Your currency and tax, accounting exports, and new industry pipelines
Worxley now works in your own currency and tax system: GST in India, VAT in the UK and EU, and sales tax in the US, with exports to Tally, Xero, QuickBooks or CSV. Industry packs add new pipelines, a Real Estate broker mode and client reminders, and portal users can sign in with an email link.
Browser calling, plain-English list filters, Projects boards and multiple pipelines
Call contacts from your browser, filter lists by describing what you want, and track client work on Projects boards. Leads and deals can run on more than one pipeline, Calendar adds a team planner, and keyboard shortcuts help you move faster.
Voice dictation, a redesigned sidebar and list pages, and a new Support inbox
Dictate messages to Worxley AI and get answers with buttons that act for you. Move around faster with a redesigned sidebar and cleaner list pages, and handle tickets in a new three-pane Support inbox.
Automations for deals, tickets and custom records, plus email conversations
Automations can now work with deals, support tickets, events and custom records instead of only leads, and can wait for a person's approval before continuing. Lead and account pages also show email replies alongside the emails you sent.
Forecasting insights and live automation runs
Forecasting now highlights deals that look too optimistic, shows how accurate your past forecasts were, and lets you test what-if scenarios. Each automation gets one workspace where you can watch it run.
Partner self-service portal, Google Ads, and platform-wide GDPR compliance
Referral partners now get a dedicated portal to sign in and submit leads themselves, campaign analytics gain a native Google Ads integration, and every service now enforces consent and CSRF protections to meet GDPR requirements.
Marketplace: install and manage third-party apps
Connecting a new tool no longer means asking engineering for an API key. Browse the marketplace, install an app, and configure it from its own settings screen.
Workflow automation, SLA enforcement, and AI-assisted forecasting
Leads now get scored, routed, and chased automatically instead of sitting in someone's inbox, and every forecast carries an AI-predicted close value alongside your team's own numbers.
Payments and e-signature inside the account record
Every deal can now be signed, invoiced, and paid without leaving the record, and customers get a WhatsApp channel straight to the account instead of a side conversation.
Leads, deals, and accounts: the core sales pipeline goes live
The foundation of Worxley: a kanban pipeline for leads and deals, full customer lifecycle records, and the shared catalog and calendar every rep works from.
You've seen what's new in Worxley. Now try it for yourself.
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