CRM Module

A CRM tailored for your business

Manage contacts, deals and custom objects in a flexible database connected to every other module.

Worktastic CRM

Revenue

€ 284k+12%

Open deals

47+8

Contacts

1.240+34

Revenue trend

Pipeline overview

Lead
Qualified
Demo
Offer
CompanyDealStageValue
Acme Inc.Enterprise LicenseDemo$ 48,000
TechScale AGTeam PlanOffer$ 12,000
Nova SystemsPilotLead$ 6,500

Custom objects

Define your own data models without code. Anything can be mapped.

Dynamic lists

Selective and dynamic views for perfect segmentation.

Kanban boards

Visualize processes with flexible boards for every use case.

Infinite flexibility with custom objects

Every business is unique. That's why we don't force you into prefabricated grids. Model any business process – from real estate listings to fleet management – in just a few clicks.

  • No programming skills required
  • Seamless integration into existing workflows
  • Custom fields and relations

Views that adapt to your workflow

Switch seamlessly between powerful list views for data management and visual Kanban boards for project management.

Import/export

Seamless onboarding. Import existing records or export views for external reporting.

List view
Acme Inc.
TechScale AG
Nova Systems
Kanban board

Lead

Demo

Offer

The heart of your Worktastic ecosystem

CRM data flows organically into all other Worktastic modules. From automated email campaigns to invoicing – your central data source drives the entire process.

Ready for a CRM that adapts to you?

Start today and build the database your team really needs.

Get started