Sales Management

One deal record from pipeline to contract.

Worxley carries a deal from a configurable, probability-weighted pipeline stage through an itemized proposal, a dual-party e-signed contract, and the invoice that proves the transaction actually happened — not four disconnected tools pretending to be one process.

Apply for Cohort 01
Explore

Explore Sales Management, capability by capability

Jump to any part of the deal workflow — from pipeline configuration to invoicing.

Qualified20%
Acme Corp₹12.4L
Nimbus
Proposal50%
Orbit
Negotiation75%
Vega
Won100%

A pipeline you configure

Weighted stages; won or lost updates the deal.

Open pipeline₹0.0L12% this month
Win rate0%From 41 closed deals
By stageDeals · value
  • Qualified18₹21.6L
  • Proposal11₹28.4L
  • Negotiation7₹26.1L
  • Won5₹8.1L

A board that shows the truth

Open value, win rate and totals for every stage.

Proposal PR-118Draft
  • CRM licences × 25₹3,75,000
  • Onboarding₹60,000
  • Support · 1 year₹90,000
Total₹0
Accepted by Priya in the customer portal

Itemised proposals

Line items, live totals and online acceptance.

Contract CT-092Awaiting signatures
ARArunWorxley · your team
PRPriya NairAcme Corp · customer
Auto-activated when both parties signed

Two-party e-signature

Both sides sign; the contract activates itself.

Deal wonDL-0142 · ₹12.4L
Contract signedCT-092 · both parties
TransactionTX-5531 · ₹5,25,000
Invoice INV-1042Generated from TX-5531
Signed link · expires in 24h

From deal to paid invoice

Every invoice comes from a real transaction.

And more

Built to hold up under real sales operations

Beyond the deal pipeline itself, three things keep Sales Management trustworthy at scale.

One record, every stage

Overview, proposals and contracts in order, with an AI summary of risks and next steps.

Self-scoping access

Reps only ever see their own deals — no filters to set up.

Tied to the account

Every deal sits on its customer's board, logs to the audit trail and emails on a win.

FAQ

Questions teams like yours ask

Closing more deals requires more than managing a pipeline. Worxley helps your team stay organized, maintain consistent follow-ups, collaborate effectively, and keep every customer interaction connected throughout the sales journey. This helps reduce missed opportunities and creates a more predictable sales process.

Yes. Whether your sales process involves multiple meetings, stakeholders, approvals, or negotiations, Worxley keeps every activity, conversation, document, and decision connected to the same opportunity. This gives your team complete visibility from the first conversation to the final agreement.

Absolutely. Sales, finance, management, and customer success teams can work from the same deal record while maintaining complete visibility into customer interactions, documents, approvals, and progress. This reduces communication gaps and helps every team stay aligned throughout the sales cycle.

Worxley provides real-time visibility into pipeline health, deal progress, sales activity, and team performance. Managers can quickly identify stalled opportunities, monitor sales trends, and coach their teams using accurate, up-to-date information instead of relying on manual reports.

Yes. Every business has its own sales process. Worxley allows you to customize workflows, stages, approvals, automation, and business rules so the CRM reflects how your team sells, making adoption easier and improving process consistency.

Yes. Whether you're managing a small sales team today or expanding across multiple departments or locations, Worxley grows with your business. You can add users, automate more processes, and support larger sales operations without changing your CRM platform.

Most sales teams can get started quickly by importing their existing data, configuring their sales process, and inviting users. Worxley is designed to be intuitive, helping teams become productive faster while minimizing disruption during implementation.

Growing businesses choose Worxley because it brings customer management, sales execution, automation, AI, and business insights into one connected platform. Instead of managing deals across multiple tools, sales teams gain a complete view of every opportunity, helping them work more efficiently and close business with greater confidence.

APPLY FOR COHORT 01

You've seen how deals move in Worxley. Now run your pipeline here.

Set up your stages, bring your open deals in, and take them from proposal to payment.