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.
Lead pipeline
LEADSA drag-and-drop kanban board with org-defined statuses and sub-stages, so every lead moves through the same stages your team agreed on.
Deal pipeline board
DEALSTrack every opportunity by stage, value, and forecast category — Pipeline, Best Case, Commit, or Closed — across the whole org.
Account lifecycle record
ACCOUNTSConverted customers get a full record: contacts, contracts, documents, tasks, and an auto-generated activity timeline of everything that's happened on the account.
Shared product and service catalog
CATALOGA shared list of priced products and services reps pull from when building deals and proposals, so pricing stays consistent across the team.
Calendar and call logging
CALLS & CALENDARSchedule in-person or online events over Zoom, Meet, Teams, or Webex, and log calls with recordings, filters, and exports.
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