Now with AI-powered workflow automation

Run your entire business,
on one platform.

Workify replaces a dozen disconnected tools with one unified platform — CRM, finance, inventory, HR, and more, all talking to each other from day one.

No credit card required · Free up to 5 users

Trusted by teams at

Axiom Feldspar Northlight Crestview Luminos Terralink
Team collaborating around a table with laptops
12k+
Companies on Workify
98%
Customer retention rate
3.2×
Average productivity lift
<48h
Median time to go live

Why Workify

One platform. Every workflow.

Built from the ground up so every app shares data, logic, and design — not bolted together with integrations.

Unified data model

A single source of truth for customers, orders, stock, and finances. No more CSV exports between systems or stale dashboards.

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Real-time everywhere

Changes propagate instantly across every app. Your warehouse sees the sale the moment it closes; finance sees the invoice immediately after.

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Built-in analytics

Every report, chart, and KPI is native — not a third-party plugin. Drill from board-level summaries down to individual transactions in seconds.

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Automation that scales

Visual workflow builder covers procurement, approvals, onboarding, and collections. Add AI steps with a single click — no code required.

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Team members gathered around a table in discussion Open plan office with team working together Business meeting in a modern conference room

Apps

Every app your business needs

Activate what you need now, add more as you grow. All apps share the same data layer and are included in your plan.

Website 6 apps

Website

Enterprise website builder with drag-and-drop blocks

eCommerce

Sell your products online, synced with inventory

Blog

Publish blog posts, announcements, and news

Forum

Manage a community forum with FAQ and Q&A

eLearning

Manage and publish online courses and certifications

Live Chat

Chat in real time with your website visitors

Sales 5 apps

CRM

Track leads, manage pipelines, and close opportunities

Sales

From quotations and orders all the way to invoices

Point of Sale

PoS interface for shops and restaurants, works offline

Subscriptions

Recurring invoices, renewals, and MRR tracking

Rental

Manage rental contracts, deliveries, and returns

Finance 6 apps

Accounting

Full double-entry ledger, bank sync, and financial reporting

Invoicing

Create, send, and reconcile invoices and payments

Expenses

Manage employee expense reports and reimbursements

Documents

Centralised document management and approval workflows

Spreadsheets

Collaborative spreadsheets connected to live business data

Sign

Send, sign, and store documents with e-signatures

Inventory & Manufacturing 6 apps

Inventory

Multi-location stock, serial tracking, and smart replenishment

Manufacturing

Manufacturing orders, BOMs, and shop-floor control

PLM

Product lifecycle management, ECOs, and version control

Purchase

Purchase orders, RFQs, tenders, and vendor agreements

Maintenance

Track equipment, plan preventive maintenance, and log requests

Quality

Define control points, run checks, and block non-conformant batches

Human Resources 6 apps

Employees

Centralise employee information, contracts, and org charts

Recruitment

Track your full hiring pipeline from job post to offer letter

Time Off

Allocate leave, approve requests, and track balances in real time

Appraisals

Run performance reviews and track goals across the company

Referral

Share open positions and reward employees for referrals

Fleet

Manage your company fleet, costs, and maintenance schedules

Marketing 6 apps

Marketing Automation

Build automated multi-step campaigns triggered by behaviour

Email Marketing

Design, send, and track email campaigns with live analytics

SMS Marketing

Send targeted SMS campaigns with delivery tracking

Social Marketing

Schedule posts, track engagement, and manage all channels

Events

Publish events, sell tickets, and manage registrations

Surveys

Build and share surveys; analyse results with built-in charts

Services 6 apps

Project

Organise and plan projects with Gantt, Kanban, and list views

Timesheets

Track employee time on tasks; bill clients accurately

Field Service

Schedule on-site operations, track time and materials used

Helpdesk

Track, prioritise, and resolve customer tickets with SLA management

Planning

Manage employee schedules, shifts, and resource allocation

Appointments

Let customers book meetings and services directly in your calendar

Productivity 6 apps

Discuss

Team chat, mail gateway, channels, and direct messaging

Email

Shared inbox, aliases, and email-to-ticket routing across your whole organisation

Approvals

Create, route, and validate approval requests across teams

Knowledge

Build and manage your internal knowledge library and wikis

VoIP

Make and receive phone calls directly inside Workify

Internet of Things

Connect hardware devices and sensors to trigger automated actions

Modern open-plan office with teams collaborating
"The best businesses run on software that gets out of the way — and actually helps people do their best work."
James Okafor, Co-founder & CEO of Workify

How it works

Live in days, not months

Workify's guided setup adapts to your industry so you're not starting from a blank slate.

1

Choose your apps

Answer a short questionnaire about your business. We pre-configure the apps, chart of accounts, and workflows that match.

2

Import your data

One-click migration from QuickBooks, Shopify, Salesforce, and 40+ other tools. Our team reviews the import before it goes live.

3

Go live with confidence

A dedicated onboarding specialist runs a live walkthrough with your team. Support is included in every plan, forever.

"We replaced five different tools with Workify in one weekend. Our team was running orders on Monday morning. The inventory-to-finance sync alone saved us 12 hours a week."

SR

Sara Rhys

COO, Northlight Supply Co.

"We tried Odoo. The implementation took four months and we still needed consultants for every customisation. Workify's default setup covered 95% of what we needed on day one."

MK

Marcus Klein

CEO, Feldspar Precision GmbH

"Real-time margin visibility per project changed how we price. We finally know which clients are profitable. Workify paid for itself in the first quarter."

AP

Aisha Patel

Finance Director, Luminos Creative

Pricing

Simple, transparent pricing

All apps included. No add-on fees. No surprise costs at renewal.

Starter

$49

per user / month, billed annually

For growing teams getting organised. Up to 10 users and 10 active apps.

Start free trial
  • CRM, Finance & Inventory
  • Standard reporting
  • Email support
  • 2 custom workflows

Enterprise

Custom

 

Dedicated infrastructure, SLA guarantees, custom integrations, and a named success manager.

Talk to sales
  • Everything in Growth
  • Private cloud / on-premise
  • 99.99% uptime SLA
  • Custom app development

Ready to simplify your operations?

Join 12,000+ companies that chose clarity over complexity.