Help Center

Answers when you need them.

Find setup guidance, product answers, and a direct line to our team— so you can keep work flowing in Worxstream.

First steps

Getting started

Set up your workspace, invite your team, and shape Worxstream to how you already operate.

  • Create your company profile and invite teammates
  • Import contacts, products, and projects you already use
  • Configure forms, statuses, and roles to match your process
Team getting started with Worxstream
FAQ

Frequently asked questions

Quick answers about Worxstream—product, setup, and how we work with your team.

What is Worxstream?

Worxstream is a configurable business operating system for sales, CRM, projects, inventory, and billing—adapted to how your team already works. It combines shared records and flexible workflows with Nova, your in-workspace AI assistant, so you can find customers, retrieve invoices, create estimates, and run approved tasks in plain language.

How is Worxstream different from other CRMs like Salesforce or HubSpot?

Unlike rigid CRM templates, Worxstream lets you configure forms, statuses, views, and roles on one shared record layer. Nova understands natural language for task-led work—while specialist agents and onboarding help match the platform to your process without assuming a one-size-fits-all setup.

Contact us

We are always looking for ways to improve our products and services. Contact us and let us know how we can help you.

[email protected][email protected]

Still stuck?

Talk with us

Request a demo and we'll walk through Worxstream configured for your workflows—or send a message above and we'll follow up.

Contact support