Browser calling, plain-English list filters, Projects boards and multiple pipelines.

Place calls from Worxley in your browser using the dialer bar. Admins set up browser calling and phone numbers in the calling settings under Configuration, and call recordings play back on the call.

On Leads, Contacts, Calls, Catalog, Campaigns and other lists, type what you are looking for and Worxley AI applies the matching filters straight away. Each filter shows as a tag you can remove.

Track client work on boards with columns and cards. Each card holds a checklist, files, approvals and activity, and an account's projects appear on its Projects tab.

Add more pipelines for leads and deals in Configuration, switch between them on the Leads and Deals pages, and filter Forecasting by pipeline.

Calendar has a Team planner view that shows everyone's events side by side across working hours.

Press ? to see every shortcut. Ctrl or Cmd + K opens search, J and K move to the next or previous lead, and single keys switch calendar views.

Move to the previous or next record from a record page or the lead side panel without going back to the list.

When some rows in a lead import fail, edit them in place and send them again, instead of fixing the file and importing it again.