One Platform.
Every Customer Interaction.
The central source of truth for your entire company. Connect CRM, messaging, and automation in one seamless workspace.
Pipeline
LiveLead
Acme Inc.
Nova Corp
Qualified
TechStart
Demo
Global Ltd
Won
Summit Co
Inbox
Anna Miller
Schedule a call?
Max Schmidt
Received proposal
Schedule a call?
Sure, Thursday works!
Workflow
Everything connected
CRM, messaging and automation share one data layer – no integrations required.
No tool switching
All customer interactions in one place. End tab chaos and duplicate data entry.
Fast onboarding
Up and running in minutes. Import contacts and get started – no IT project needed.
The Business Operating System
CRM
CRM is the heart of Worktastic. Every contact, deal and interaction lives in a single database – automatically feeding messaging, email and automation.
- Deal pipeline with drag-and-drop stages and forecasting
- Custom objects for industry-specific data models
- Activity timeline: every email, conversation and note in one place
CRM Pipeline
Lead
Acme Inc.
$ 12,000
Nova Corp
$ 12,000
Qualified
TechStart
$ 12,000
Demo
Global Ltd
$ 12,000
Offer
Summit Co
$ 12,000
All modules share the same data layer – no integrations, no sync issues.
Stop switching between tools.
Get started for free and connect CRM, messaging and automation in one workspace.
Get started