CRM, outreach, and HR in one workspace
Workifyr keeps the deal, the mailbox, and the team on one record. Follow a contact from the first reply to the invoice, then run HR without opening another system.
Deals in one sheet.
People in another.
The follow-up lives in a mailbox, the invoice lives in a folder, and payroll lives in a workbook. Nobody can see the next step from the same place.
The split
- Contacts sit in a CRM while the outreach list is copied into another tool
- Quotations and invoices are rebuilt by hand for every deal
- Leave, attendance, and payroll never meet the customer record
- The assistant you paste a question into cannot see the records
The Workifyr record
One workspace holds the contact, the campaign, the reply, the invoice, and the employee — so sales and HR work from the same company.
One login.
Every module the company runs on.
CRM, outreach, and HR share the directory. Permissions decide who can open each one.
CRM
Leads, pipelines, tasks, meetings, quotations, invoices, and reports on the same companies and contacts.
Outreach
Build a list, write the campaign, connect Gmail or Outlook, and answer from the outreach inbox.
People operations
Employees, attendance, leave, payroll, performance, and announcements in the same workspace.
Assistants
A CRM assistant and an HR assistant that only read the modules a role is allowed to see.
From the first contact to a paid invoice
The same person stays on the record the whole way.
Capture
Add the contact and company, or import the outreach list from a CSV. Leads and lists use that directory.
Follow through
Write the campaign, connect the mailbox, and keep replies in the outreach inbox until you approve a send.
Run the company
Quote and invoice from the deal. Record attendance, leave, and payroll for the people who did the work.
The work stays in one place
Compared with a CRM, a mail tool, and a payroll sheet that never talk.
What is already in the workspace
Contacts, companies, leads, pipelines, tasks, meetings, quotations, invoices, and reports.
Audience lists, campaigns, and an inbox for a connected Gmail or Outlook mailbox.
Employees, attendance, leave, payroll, performance, and announcements.
Team roles, module permissions, AI usage, and an audit log.
How the modules fit together
Leads, deals, meetings
Every lead, meeting, quotation, and invoice stays on the same deal, so the next step is visible without a spreadsheet.
Lists, campaigns, inbox
The people you write to are CRM contacts. Gmail or Outlook connects once, and replies wait in the inbox until someone approves the send.
Attendance, leave, payroll
Employees, attendance, leave, and payroll sit beside the customer record, so the company is not split across two logins.
Roles and audit
Each module follows the person’s role. Admins can see who changed a record, and the assistants only read what that role is allowed to see.
Leads, deals, meetings
Every lead, meeting, quotation, and invoice stays on the same deal, so the next step is visible without a spreadsheet.
Lists, campaigns, inbox
The people you write to are CRM contacts. Gmail or Outlook connects once, and replies wait in the inbox until someone approves the send.
Attendance, leave, payroll
Employees, attendance, leave, and payroll sit beside the customer record, so the company is not split across two logins.
Roles and audit
Each module follows the person’s role. Admins can see who changed a record, and the assistants only read what that role is allowed to see.
Access follows the role. The record stays with the company.
Each person sees the modules their role allows Outreach sends only after a person approves them Admins can review the audit log The mailbox connection belongs to the signed-in account
Open the workspace and put the first contact on the record
Sign in to the CRM, connect a mailbox when you are ready to send, and keep payroll in the same login.