USE CASES
Built for teams with a pipeline.
Whether you're managing leads, running the sales pipeline, or growing customer accounts — or you sell into a specific industry — Worxley adapts to how your business actually converts.
One platform, three motions
Lead Management
Every inbound signal captured, scored, and routed automatically — nothing sits unassigned, nothing gets lost to a rep's memory.
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Sales Management
One connected record for pipeline stage, proposal, signed contract, and the transaction that proves the money moved.
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Customer Management
One profile for every customer, a health score you can explain, and a portal that lets them self-serve.
Read moreBuilt for how your industry sells
Pick your industry at sign-up and Worxley installs the records, pipelines and reminders it runs on.
Real EstateDeveloper inventory and broker listings in one CRM: units, site visits, bookings, payment schedules and rentals.See the pack TourismTrips with day-by-day itineraries, suppliers and vouchers, travellers and visas, and deposit-and-balance payments.See the pack HealthcarePatients, appointments by practitioner and branch, treatment plans, consent records and recalls.See the pack Professional ServicesFor accounting and advisory practices: engagements, recurring filings, client documents, time and WIP.See the pack Digital MarketingRetainers tracked month by month: hours, deliverables, client approvals, ad accounts and margin.See the pack IT ServicesService contracts with SLAs and renewals, client assets and licences, and statements of work billed by milestone.See the pack
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You've seen how teams use Worxley. Now shape it around yours.
Start with the workflow closest to how you sell today, and adapt it as you go.