Worxley is a modern CRM platform that helps growing businesses manage customer relationships, organize sales pipelines, automate repetitive work, and gain complete visibility into revenue and team performance from one connected platform.

Who is Worxley built for?

Worxley is built for growing businesses that want to streamline sales, improve customer relationships, and scale efficiently. It is ideal for B2B sales teams, IT services companies, SaaS businesses, digital marketing agencies, professional services firms, and organizations managing leads, customers, and sales opportunities.

Why should I use a CRM?

A CRM helps your business centralize customer information, manage sales opportunities, improve collaboration, automate repetitive tasks, and ensure every customer interaction is tracked. Instead of relying on spreadsheets and disconnected tools, your team works from one trusted source of customer data.

How is Worxley different from other CRMs?

Worxley is designed for growing businesses that want a CRM that is easy to adopt, flexible to customize, and focused on helping teams execute their sales process consistently. Instead of adding unnecessary complexity, Worxley combines customer management, automation, reporting, and AI-assisted productivity in one modern platform.

Does Worxley include AI?

Yes. Worxley's AI helps your team work more efficiently by summarizing meetings, recommending next actions, identifying deal risks, and surfacing valuable customer insights. AI is built to assist your team—not replace human decision-making.

Can I migrate from my current CRM or spreadsheets?

Yes. You can import customer data from spreadsheets and supported CRM platforms. Our onboarding process is designed to help you move your contacts, companies, deals, and historical information with minimal disruption.

Is my business data secure?

Protecting your business data is a core priority. Worxley includes role-based access controls, authentication, audit capabilities, and security measures designed to help organizations manage customer information responsibly while maintaining control over user access.

How do I get started with Worxley?

Getting started is simple. Create your workspace, import your customer data, invite your team, customize your sales pipeline, and begin managing your customer relationships. You can also start with a free trial or schedule a personalized demo with our team.

AI-Native CRM for Growing Businesses

Build relationships that drive
business growth.

The AI-native CRM that helps growing businesses manage sales, automate operations, and keep every relationship moving forward.

Leads

Cohort 01 openApply for our Founding Partner Program

What Worxley Brings

What changes on day one.

Worxley connects every channel, conversation, and transaction into a single workspace—so your team spends less time switching tools and more time closing deals.

1 Leads come in from everywhere

Email
WhatsApp
Website forms
Calls
Referrals

2 Worxley captures & routes every one

Worxley

✓Centralized — one record per lead
✓Scored — hottest leads first
✓Assigned automatically — in seconds

3 Your team closes faster

Automated follow-upsQuotationsPayments

4 Worxley works alongside you

WHAT'S INSIDE

Everything your sales team needs. One platform.

Everything your team needs to run operations, built natively into one unified system.

New lead captured

Website form

Lead score82

Lead Management

Capture, qualify, assign, and track leads from every channel with a complete view of every opportunity.

Sales Pipelines

Track every opportunity across custom pipelines designed around your team's specific sales processes.

Workflow running

Assigning deal owner

Sending follow-up email

Scheduling reminder

Notifying the team

Auto Workflows

Automate follow-ups, approvals, notifications, and routine sales tasks with dynamic workflow tools.

QT-1042Draft

Total₹1,84,000

Quotes & Billing

Generate quotations, collect payments, issue invoices, and track every deal directly in Worxley.

Priya SharmaRe: proposal for Q3 renewal

Unified Inboxes

Manage calls, emails, WhatsApp chats, meeting notes, and customer touchpoints in a single timeline.

Monthly revenue 18%₹8.4L

FebMarAprMayJunJulAugSep

Analytics Suite

Monitor pipeline health, revenue forecasts, team performance, and metrics in real-time dashboards.

AI agents

Meet the agents that look after your records

Each agent has one role, a clear limit on what it can touch, and a face you will recognise. Start from one of ours or describe your own.

Lead Briefing

New-lead summaries

This agent reads each new lead and writes a short summary for the rep: who they are, what they asked for, and what to do first.

Deal Risk Monitor

Deal monitoring

This agent watches open deals for silence, slipping dates and stalled stages, and flags the ones that need a person today.

Customer Health

Account monitoring

This agent reads a customer's tickets, notes and recent activity and tells you whether the account is healthy or drifting.

Stale Lead Watch

Alerts for untouched leads

This agent finds leads nobody has touched in a while and tells the owner before they lose interest.

Follow-up Planner

Follow-up planning

This agent prepares the next follow-up for a lead or deal and asks you before it books or sends anything.

Your own agent

Drafting help

Describe the task in plain words. Worxley drafts the agent for you. Nothing runs until you publish it.

See all agents

Core Capabilities

Everything you need,
out of the box.

Stop paying for add-ons. Worxley includes enterprise-grade features for every part of your customer lifecycle.

Capture every opportunity. Never lose track of a lead.

Worxley centralizes every lead, automates follow-ups, and gives your sales team complete visibility from first enquiry to conversion.

Incoming leadsLive

Website formPriya

WhatsApp enquiryQueued

Referral partnerQueued

Automate your sales process from enquiry to conversion.

Replace repetitive manual work with intelligent workflows that automate follow-ups, assignments, approvals, and notifications.

Deal stage changed

AssignNotifyFollow up

Everything after the deal stays connected.

Once a lead becomes a customer, Worxley keeps every interaction, payment, and document connected in one workspace.

Nimbus ManufacturingCustomer since 2023Active

Invoice #2481 paid₹84,000

Contract signedPDF

Support request closed2h

Renewal call bookedFri

Manage quotations, payments, and revenue in one place.

Create quotations, collect payments, and generate invoices — all without leaving your CRM.

Quotation QT-1042Nimbus Manufacturing

DraftSentPaid

Collected₹0

AI that helps your team sell smarter.

Worxley works alongside your team to summarize conversations, recommend next actions, and surface insights from your data.

Worxley is automating your tasks

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".

INTEGRATIONS

Connect the tools you already use.

Worxley connects with Google Workspace, WhatsApp, payment gateways, and video tools — synced straight into your CRM.

Razorpay

Cashfree

Zoom

Facebook

Gmail

Google Sheets

Google Calendar

Google Meet

Google Tasks

Claude

OpenAI

Twilio

Mailchimp

Exotel

Google Ads

Gemini

Google Workspace

Stripe

Razorpay

Cashfree

Zoom

Facebook

Gmail

Google Sheets

Google Calendar

Google Meet

Google Tasks

Claude

OpenAI

Twilio

Mailchimp

Exotel

Google Ads

Gemini

Google Workspace

Stripe

Partner Network

Grow your business through a connected partner network

Manage referral partners, consultants, and agencies from one workspace — they submit and track leads while your team stays in complete control.

See how partners work

Security

Built for businesses that take
security seriously.

Data encryption

Sensitive data encrypted at rest and in transit.

Custom role-based permissions

Fine-grained access control, tailored to your team.

Audit logs

Every change tracked, so nothing happens unseen.

Compliance-ready architecture

Built to support your compliance requirements as you grow.

BEFORE YOU DECIDE

Questions we hear most

Our team responds within one business day if you need more.

Worxley is a modern CRM that helps growing businesses manage customer relationships, organize sales pipelines, and automate repetitive work — all from one connected platform.

Worxley is built for growing businesses that want to streamline sales and scale efficiently — ideal for B2B sales teams, IT services, SaaS, agencies, and professional services firms.

A CRM centralizes customer information, manages sales opportunities, and automates repetitive tasks — so your team works from one trusted source instead of spreadsheets and disconnected tools.

Worxley is easy to adopt, flexible to customize, and focused on helping teams execute consistently — combining customer management, automation, reporting, and AI in one modern platform.

Yes. Worxley's AI summarizes meetings, recommends next actions, and surfaces customer insights — built to assist your team, not replace human decision-making.

Yes. You can import data from spreadsheets and supported CRM platforms — our onboarding helps you move contacts, deals, and history with minimal disruption.

Yes. Worxley includes role-based access controls, authentication, and audit capabilities so you can manage customer information responsibly and stay in control of user access.

Getting started is simple: create your workspace, import your data, invite your team, and customize your pipeline. Or start with a free trial or a personalized demo.

APPLY FOR COHORT 01

You've seen how Worxley works. Now put it to work.

Start with one pipeline, bring your leads and customers in, and see what your team can move forward.

Apply for Cohort 01 Contact Sales

Build relationships that drive business growth.