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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 CRM

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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