CRM Module

A CRM tailored for your business

Contacts, deals and multiple pipelines — with custom objects, lists and boards, connected to Inbox, Projects and Email. No marketing-contact limits.

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.

Pipelines & Kanban

Multiple pipelines for sales, onboarding or support — each as a Kanban board with its own stages.

Infinite flexibility with custom objects

Every business is unique. That's why we don't force you into prefabricated grids. Model any business process 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 list views for data management and Kanban boards for your pipelines — as many pipelines as your processes need.

  • Multiple pipelines in parallel — e.g. sales, onboarding, support
  • Drag & drop deals through the stages
  • No marketing-contact limits — contacts never cost extra

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 into Inbox, Projects, Files and email campaigns. Your central data source powers the workspace — without tool switching.

FAQs about the CRM

No. Contacts are unlimited in every plan and never cost extra. Billing is based on users, emails sent, automations and storage — never on the size of your contact list.

Yes. Create as many pipelines as you need with custom stages — for sales, onboarding or support — and view each one as a Kanban board or list.

Your own data models without code: define fields and relations for anything your business needs to map — from properties to contracts to machines.

Yes. Import existing contacts and records, and export views at any time for external reporting.

Ready for a CRM that adapts to you?

Start today and build the database your team really needs.

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