Everything your sales team needs.
From lead capture to payments, calls, and AI — every capability works together on one connected platform.
Every lead, captured
One inbox for every channel. Zero leads falling through.
Every customer, in context
Self-service for customers. Full context for your team.
Pipelines that run themselves
Build them visually, without code.
Get paid, on record
From payment link to PDF invoice.
Discussed Q3 renewal & expansion. Upgraded to Enterprise tier.
Calls logged in seconds
Log in seconds. AI writes the summary.
Outreach from the CRM
Segment, send, track results.
Reports without setup
Every metric your team needs, zero setup.
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".
AI in every workflow
Ask questions, get drafts and next steps.
Partner workspaceReferrals, fully tracked
Full attribution. Zero data mixing.
The rest of the platform
Admin, service, money and developer tools that come with the CRM. What you get depends on your plan.
Make it your own
- Custom objects with their own fields, stages and menu entry
- Layouts and saved views for leads, accounts and deals
- Field history on every record
- Document templates and recurring reminders
Admin and control
- Roles, a role hierarchy and sharing rules
- Field security: hide, lock or mask sensitive fields
- Version history with rollback for objects and settings
- A sandbox copy of your setup to test changes before you promote them
- Usage and limits shown by plan
After the sale
- Support tickets raised by your accounts
- Client approvals, with a reminder after 48 hours
- Projects boards your team and clients share
- Customer and partner portals with one-time email sign-in links
Money and regions
- Proposals, contracts signed in the portal, and invoices
- Payments through Razorpay, Stripe or Cashfree
- India GST, UK and EU VAT, and US sales tax
- Exports for Tally, QuickBooks Online, Xero or CSV
- ECB reference rates filled in for costs in other currencies
For developers
- A public REST API with an OpenAPI spec
- Signed outgoing webhooks with retries, and incoming webhooks
- An MCP connector for Claude, ChatGPT and other AI tools
Questions teams like yours ask
Worxley brings your customer information, sales activities, business workflows, automation, and AI into one connected platform. Instead of switching between spreadsheets, emails, messaging apps, and multiple business tools, your team works from a single source of truth. This reduces manual work, improves collaboration, and gives every department the visibility needed to make faster, more informed decisions.
Yes. Every business has its own sales process, customer journey, and internal workflows. Worxley is designed to adapt to your business rather than forcing your team into a predefined process. You can configure pipelines, workflows, permissions, automation, and business rules so the platform reflects how your organization actually works today while remaining flexible as your business evolves.
For many businesses, yes. Worxley centralizes customer management, sales execution, workflow automation, reporting, and AI-assisted productivity into one platform. While it also integrates with many existing business applications, its goal is to reduce tool fragmentation, eliminate duplicate work, and give every team a shared view of customer information instead of managing disconnected systems.
AI in Worxley is built to support the work your team already does—not replace it. It helps summarize conversations, recommend next actions, identify potential risks, draft customer communications, and surface important business insights directly within your workflow. By reducing repetitive administrative work, your team can spend more time building customer relationships and less time managing software.
Absolutely. Whether you're managing hundreds of customers today or expanding into new teams, regions, or products tomorrow, Worxley is designed to grow alongside your business. As your operations become more sophisticated, you can introduce additional users, automation, reporting, permissions, and business processes without replacing your CRM or rebuilding your workflows.
Every customer interaction, sales activity, and business process generates valuable information. Worxley transforms that information into real-time visibility through dashboards, reports, forecasting, and AI-powered insights. Instead of waiting for manual reports or relying on assumptions, leaders can monitor business performance, identify trends, and make confident decisions based on accurate operational data.
Worxley is designed for fast adoption. Its modern interface, intuitive workflows, and guided onboarding help teams become productive quickly without lengthy implementation projects. Whether you're moving from spreadsheets or another CRM, the goal is to minimize disruption while helping your team build better habits from day one.
Yes. Worxley is built to fit into your existing technology ecosystem. Through integrations, APIs, and automation, it can connect with communication tools, email providers, payment systems, and other business applications so your customer information stays connected while your teams continue using the software they already rely on.
Traditional CRM systems often require teams to adapt to rigid software. Worxley takes the opposite approach by combining customer management, intelligent automation, AI assistance, and operational visibility into a platform designed around how modern businesses actually work. The result is software that is easier to adopt, simpler to manage, and better aligned with everyday business operations.
Growing businesses need more than a place to store customer information. They need a platform that helps teams stay organized, collaborate effectively, automate routine work, and make better decisions as they scale. Worxley is built with that goal in mind—connecting customer relationships, business workflows, and AI-powered insights into one platform that supports sustainable growth rather than adding unnecessary complexity.
You've seen everything Worxley does. Now put it to work.
Start with the part your team needs most — leads, deals or billing — and add the rest as you grow.