Enable and configure the Workestra modules your team needs. Modules can be turned on or off anytime.

Choose Your Modules

Workestra's modular design lets you enable only the features you need. You can turn modules on or off at any time — your data is preserved even when a module is disabled.

modules settings page

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Accessing Module Settings

Click Settings in the left sidebar
Select Modules from the settings menu
You'll see toggle cards for each available module

Available Modules

CRM (Customer Relationship Management)

What it does:

Manage contacts, companies, and deals
Track your sales pipeline from discovery to closed won
Run email campaigns and track engagement
Automate follow-ups and task creation

Best for: Sales teams, account managers, business development

The CRM includes powerful features like Power Session (bulk calling/emails), commission tracking, and AI-powered deal insights.

Recruiting (ATS)

What it does:

Post job openings and manage applications
Screen candidates with AI scoring
Track candidates through your hiring pipeline
Generate interview questions and personality insights

Best for: HR teams, hiring managers, recruitment agencies

Key Features:

AI-powered candidate ranking (0-100 score)
Bias detection and fairness mode
Automated reference checking
Talent pool with semantic search

Projects

What it does:

Create and assign tasks across your team
Plan work in cycles (sprints)
Track time and estimate effort
Visualize progress with roadmaps and Gantt charts

Best for: Project managers, development teams, agencies

Key Features:

6 view modes: List, Board, Calendar, Table, Gantt, Timeline
Task dependencies and subtasks
Time tracking with estimated vs actual hours
Saved views for custom filtering

Support

What it does:

Manage customer tickets and requests
Set up SLA policies for response times
Process emails into tickets automatically
Track customer satisfaction (CSAT)

Best for: Customer success teams, support desks

Key Features:

Email-to-ticket automation
Custom ticket templates
Priority and status tracking
Analytics dashboard with volume trends

Finance

What it does:

Create and send professional invoices
Track expenses and receipts
Generate quotations and convert to invoices
Connect bank accounts for automatic reconciliation

Best for: Finance teams, freelancers, small business owners

Key Features:

20+ invoice templates with 8 color variants
PEPPOL e-invoicing support
Receipt scanner with OCR
Recurring invoices and subscriptions

Analytics

What it does:

Dashboard with KPIs across all modules
Sales, recruiting, and support reports
AI-powered insights and predictions
Custom dashboard builder

Best for: Business owners, executives, data-driven teams

Analytics aggregates data from all enabled modules. The more modules you use, the more comprehensive your insights.

Platform Features (Always On)

These features are available in every workspace and cannot be disabled:

Feature	Description
Dashboard	Your personalized home with quick stats and AI insights
Inbox	Unified email and notification center
Knowledge Base	Team documentation with AI-powered search

Enabling a Module

Find the module card on the Modules settings page
Toggle the switch to On
The module immediately appears in your sidebar
Module-specific settings become available

module toggle in action

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Enabling a module is instant and free during your trial. After trial, some modules may require a subscription upgrade.

Disabling a Module

Toggle the module switch to Off
Confirm the action in the dialog
The module disappears from your sidebar

Important: Disabling a module hides it from the interface, but your data is preserved. Re-enabling the module restores access to all your existing data.