Platform OS
Documentation.
Everything you need to get started with Workestra - the all-in-one platform for CRM, recruiting, projects, support, finance, and analytics.
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Core Workflows
Modules
Revenue
Win customers and turn demand into signed work.
Delivery
Plan work, support customers, and coordinate teams.
Operations
Run internal people, assets, purchasing, and stock.
People
Manage employees, onboarding, and time off.
View DocsFinance
Monitor expenses, invoices, and payments.
View DocsProcurement
Manage vendors, purchase orders, and bills.
View DocsStock
Track products, warehouses, and movements.
View DocsAssets
Track equipment, maintenance, and asset registry.
View DocsRecruiting
Manage candidates, offers, and hiring pipelines.
View DocsIntelligence
Measure performance, feedback, and outcomes.
Explore
Getting Started
Create your workspace and invite your team.
Platform Features
Dashboard, Inbox, Knowledge Base, AI Assistant.
Workflows
Lead-to-cash, support deflection, hiring, and delivery.
Integrations
Gmail, Outlook, GitHub, Slack, Stripe, and banking.
API Reference
REST API endpoints, authentication, and webhooks.