All Features
Discover everything Worxstream has to offer. From sales management to AI-powered automation, we've built a comprehensive platform that grows with your business.
End-to-end sales lifecycle
Sales Management
Complete sales lifecycle management with estimates, invoices, jobs, proposals, and payment tracking. Streamline every step from lead to close.
- Professional invoicing
- Recurring billing
- Payment tracking
Unified customer intelligence
Customer Management
Comprehensive CRM with contact management, deal pipelines, customer profiles, and activity tracking. Never lose context on a relationship.
- Deal pipeline management
- Contact database
- Activity timeline
Deliver projects on time
Project Management
Full project lifecycle management with tasks, tickets, Gantt charts, and team collaboration. Keep every project on track and on budget.
- Task management
- Gantt chart views
- Team collaboration
AI-powered unified inbox
Email Management
Unified email inbox with multi-account support, real-time sync, and CRM integration. Let AI sort, prioritize, and draft replies for you.
- Multi-account support
- Real-time synchronization
- CRM integration
Complete financial control
Accounting & Financial
Complete financial management with chart of accounts, reporting, tax management, and payment processing. Stay compliant and profitable.
- Financial reporting
- Tax management
- Payment processing
Smart product catalog
Inventory & Pricing
Comprehensive product and service catalog with inventory tracking, pricing rules, and stock management. Never oversell or undercharge.
- Product catalog
- Inventory tracking
- Dynamic pricing
Work smarter, not harder
AI-Powered Automation
Intelligent AI agents that learn and adapt to your workflow, automating repetitive tasks and decision-making around the clock.
- Reduces manual work by 80%
- Learns from your patterns
- 24/7 automated assistance
One tool for everything
Unified Platform
One platform to manage all your business processes — no more switching between multiple tools or copy-pasting between apps.
- Single source of truth
- Seamless integrations
- Real-time collaboration
Bank-level protection
Enterprise Security
Bank-level security with SOC 2 compliance, end-to-end encryption, and regular security audits. Your data is always safe.
- Role-based access controls
- Encryption in transit
- Audit-friendly record history
Decisions backed by data
Advanced Analytics
Real-time insights and predictive analytics to help you make data-driven decisions faster and with more confidence.
- Real-time dashboards
- Predictive insights
- Custom reports
Performance at scale
Lightning Fast
Optimized for performance with sub-second load times and instant search across millions of records. Speed you can feel.
- Sub-second load times
- Instant search
- Scalable infrastructure
Ready to Get Started?
Request a demo to see these capabilities configured for your business. We'll follow up to schedule a walkthrough.