CRM guides
Playbooks for the jobs every team runs on a CRM — what good looks like, the mistakes to skip, and how to set it up in Worxley, with links to the exact steps.
Looking for your industry? Browse industry guidesSetting up your first sales pipeline
Decide your stages, set them up for leads and deals, and let the board and forecast follow.
Capturing leads and never missing a follow-up
Bring every lead source into one place, route each lead to an owner, and put a clock on the reply.
Moving from spreadsheets to Worxley
Clean, map, check and move your data in — with a full check first and undo for 30 days.
Proposals, e-sign and getting paid
Send the proposal, get the contract signed and collect the payment from the same record.
Keeping clients: health, renewals and portals
See which accounts are going quiet, stay ahead of renewals, and give clients a portal.
Using Worxley AI day to day
Use Copilot and AI agents for everyday work, with approvals where they matter.
You've seen how it works on paper. Now set it up for real.
Use the pipeline from this guide as your starting point, and adjust it to your business.