CRM Systems
WorkLynx CRM: sales, projects and operations in one platform
A modular business management platform for startups and enterprises: leads, sales, helpdesk, projects, inventory, contracts and a customer portal, with AI-powered automation.
- Web app
- Admin dashboard
- From leads to inventory
- 13 modules
- Projects, invoices and contracts
- Customer portal
- Lead prioritisation and next actions
- AI

WorkLynx is a comprehensive business management solution for organisations of every size, from startups to large enterprises. It brings sales, operations and customer relationships into a single platform, with a modular design, automation and an intuitive interface.
Core modules
- Lead management: capture, assign and track leads, with follow-up reminders and automated lead scoring.
- Sales management: proposals, estimates, invoices, credit notes and subscriptions; turn a proposal into an invoice in one click.
- Customer support and helpdesk: ticketing with priorities, assignments, communication logs and alerts.
- Task and project management: milestones, resources, Gantt views and live project dashboards.
- Knowledge base: articles and FAQs for teams and customers.
- Media and file management: a shared, access-controlled document library.
- Inventory management: products, stock levels, purchases, suppliers and low-stock alerts.
- Time logs: hours per task or project for productivity reports, payroll and billing.
- Contracts and e-signatures: create, send and track agreements.
- Customer portal: clients see their own projects, invoices, proposals and contracts.
- Reporting and analytics across every module.
- AI-powered automation: suggestions to prioritise leads, recommend next actions and automate repetitive work.
Technology
Built with PHP on the CodeIgniter framework, MySQL and a Bootstrap interface.
Need a CRM that fits how your business works? See our CRM, ERP and POS development service or get in touch.
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