WorkestraDocs

Welcome to Workestra

The all-in-one business platform for modern teams.

What is Workestra?

Workestra is a multi-tenant SaaS platform that unifies your business operations into one workspace. Instead of juggling separate tools for CRM, recruiting, project management, support, and finance — Workestra brings them all together with a shared AI engine, unified inbox, and centralized knowledge base.

Platform Features (Always On)

These features are available to every workspace, regardless of plan:

  • Dashboard — Real-time overview of your workspace activity and AI-powered insights
  • Inbox — Unified notification center across all modules
  • Knowledge Base — Centralized documentation with semantic search and GitHub sync
  • Time Tracking — Global timer + weekly timesheet, billable to invoices in one click
  • Calendar & Scheduling — Public booking links, team round-robin with mixed Google + Microsoft calendar fan-out, embeddable booking widget, and a workspace calendar dashboard

Modules (Per Plan)

Activate the modules your team needs:

ModuleDescription
CRMContacts, deals, companies, campaigns, and sales analytics
RecruitingJob offers, candidate pipeline, AI screening, and email outreach
ProjectsTasks, cycles, epics, roadmaps, and kanban boards
SupportTickets, SLA policies, email processors, and customer portal
FinanceInvoicing, expenses, quotations, products, and PEPPOL e-invoicing
AnalyticsROI tracking, forecasting, and cross-module reporting
  • Getting Started — Create your workspace and invite your team
  • API Reference — Build integrations with the Workestra REST API
  • Integrations — Connect Gmail, Outlook, Slack, GitHub, banking, and calendars (Google + Microsoft 365)
  • Embed Widget — Drop a Workestra booking calendar onto your own marketing site