Four Connected Modules
One Product To Learn
Workyla is not a bundle of separate apps sharing a logo. CRM, HR, finance, and projects run on the same records, the same permissions, and the same reporting layer.
100,000+
Companies onboard
179
Countries served
4
Modules, one price
1 day
Typical setup time
A Tour Of Every
Workyla Module
Each module is a full product in its own right, and every one of them writes to the same customer, employee, and invoice records.
Customer Relationship Management
One record per customer, with every email, call, SMS, and chat attached to it. Pipelines, tasks, and appointments live on the same screen your reps already work in.
- Omnichannel inbox with full conversation history
- Custom pipelines, stages, and deal scoring
- Automated follow-ups and owner assignment
- Contact timeline with notes, files, and audit trail
CRM
- Andrew Hudson — Qualified
- Maria Lopez — Proposal sent
- Omar Iqbal — Negotiation
HR & People Operations
Everything from the first application to the monthly payroll run. Policies match how your team actually operates instead of forcing a template on you.
- Hiring pipelines and onboarding checklists
- Leave, attendance, and shift management
- Payroll runs with payslip generation
- Performance reviews and goal tracking
HRM
- Ayesha K. — Onboarding
- Daniel R. — Leave approved
- Payroll — March run ready
Finance & Invoicing
Quote, invoice, collect, and reconcile inside the same product that holds the customer record, so revenue is never a separate spreadsheet.
- Branded quotes and invoices in a few clicks
- Online payments and automatic reconciliation
- Recurring billing and payment reminders
- Cashflow, revenue, and tax-ready reporting
FINANCE
- INV-1042 — Paid
- INV-1043 — Due in 3 days
- INV-1044 — Draft
Projects & Delivery
Boards, lists, and timelines that connect delivery work back to the client and the invoice, so you always know what a project actually earned.
- Boards, lists, and timeline views
- Time tracking against tasks and clients
- Workload view across the whole team
- Project profitability tied to invoices
PROJECTS
- Website revamp — 72%
- Q3 campaign — 40%
- Migration — 15%
Live In Three Steps
Most teams are running real work in Workyla the same day they sign up.
Import your data
Bring contacts, employees, and invoices in through CSV or a direct integration with the tools you run today.
Set up your workflows
Pick your pipeline stages, approval rules, and automations. Sensible defaults are ready if you would rather start fast.
Run the whole business
Your team works in one product, and every module reports against the same shared dataset in real time.
Walk through the product with us
A 30-minute guided tour of the modules that matter to your team. No slides, just the product.