Simple CRM for small businesses.
Keep every lead, deal, customer and follow-up in one place, without the clutter of a big CRM.
Start your 90-day free trial- EnquiryOakwood CaféWebsite form · new lead
- Follow-upThu, 10:00Reminder set · owner: Maya
- WonQuote acceptedNow a customer
Small teams lose deals quietly
Nobody drops a lead on purpose. It sits in an inbox, the follow-up lives in someone's head, and a week later the customer has bought elsewhere.
- 01
Enquiries arrive by email, phone, web forms and chat, and some never get a reply.
- 02
Follow-ups depend on memory, so warm leads go cold.
- 03
Customer details are split across spreadsheets, notebooks and phones.
- 04
Big CRMs take weeks to set up and feel too heavy for a small team.
A day at Brightside Studio
Maya Chen, founder — one working day, from first enquiry to money in.
From first enquiry to repeat customer
Following Oakwood Café — Website redesign · 2 locations.
- 01
Capture every enquiry
Leads from your website, email and calls land in one list, with their source recorded.
New enquiryWebsite form · source recorded - 02
Follow up on time
Give each lead a next step and a date, and get reminded when it's due.
Followed upCall logged · next step set - 03
Move deals forward
Track each deal through a few simple stages, and send the quote from the same record.
Quote sentReminder for Thursday - 04
Keep customers close
Once a deal is won, the customer's details, conversations and payments stay together for next time.
CustomerDetails kept for next time
One simple workspace for the whole team
Worxley covers the basics a small team needs, done well: leads, deals and customers in one place, with reminders so nothing is forgotten.
What changes for a small team
Leads in an inbox, follow-ups on sticky notes, customer details in three different spreadsheets, and no clear view of what's coming in.
Every lead, deal and customer in one place, a follow-up date on each one, and a pipeline the whole team can see.
Add more only when you need it
Quotes and invoices
Send quotations and invoices from the deal, and record payments.
Calls, email and WhatsApp
See every conversation with a customer on one timeline.
Simple automations
Automate routine follow-ups and assignments when you're ready.
Spreadsheet import
Bring your existing contacts and deals in from a spreadsheet.
Team permissions
Invite your team and choose who sees what.
Clear reports
See your pipeline and sales at a glance.
Questions teams like yours ask
A simple CRM covers the everyday work — leads, deals, customers and follow-ups — without a long setup or features you won't use. Worxley starts with the basics and lets you add more later.
Yes. Worxley is built for growing businesses, including small teams that want to move off spreadsheets and keep every lead and follow-up in one place.
No. Sign up, pick your industry, import your contacts and invite your team. You can rename stages and fields yourself, without code.
Yes. You can import contacts, companies and deals from a spreadsheet and map your columns to fields in Worxley.
Yes. Every new workspace starts with a 90-day free trial, with full access from day one.
Add teammates, pipelines and automations as you need them. Everything stays in the same workspace, so there's nothing to migrate.
Still have questions? Talk to our team
You've seen how simple a CRM can be. Now try it free for 90 days.
Sign up, bring in your leads and customers, and start following up today.