Features

Everything Your Business Runs On
In A Single Platform

Workyla replaces the stack of half-connected apps your team switches between all day. Here is exactly what you get on day one — no add-ons, no per-module upsells.

What's Inside

Nine Modules,
One Shared Dataset

Each feature reads and writes the same records, so a customer, an invoice, and a project are always the same object — never three copies drifting apart.

Omnichannel Inbox

Email, live chat, SMS, and calls land in one thread per contact, so nobody repeats themselves and nothing gets lost between tabs.

Visual Pipelines

Drag deals through stages your team actually uses. Every stage change is logged, so forecasting stops being guesswork.

Automations

Trigger follow-ups, assign owners, and move records automatically when a form is filled, a stage changes, or a payment clears.

Invoicing & Payments

Send branded invoices, accept online payments, and reconcile transactions without exporting anything to a separate accounting tool.

HR & People

Hiring pipelines, onboarding checklists, leave requests, payroll runs, and performance reviews for the whole team in one module.

Projects & Tasks

Boards, lists, and timelines that link straight back to the client record, so delivery work and revenue never drift apart.

Reporting & Insights

Real-time dashboards across sales, cashflow, and workload, built on shared data instead of three exports stitched in a spreadsheet.

Roles & Permissions

Granular role-based access with full audit logs, so the right people see the right records and every change has a name on it.

Integrations & Import

CSV imports plus direct connections to the CRM, payroll, and accounting tools you already run — onboarding takes hours, not weeks.

Tools We Provide

Tools Built for
Modern Businesses

One Powerful Platform With Solutions To Streamline Workflows, Manage Teams, And Simplify Every Process

Unify Every TouchpointUnderstand Every Customer

Workyla's omnichannel inbox unifies every customer touchpoint from email & live chat to SMS and phone calls, into a seamless conversation, allowing your team to view the customer journey.

Workyla CRM: unified inbox with WhatsApp, email, SMS and voice conversations alongside the contact record and open deal.

See the features on your own data

Bring a CSV of your contacts to the demo and we'll show you the inbox, pipeline, and invoicing running against your real records.