Modules
Choose the Workestra modules that match your team, records, and cross-module workflows.
Workestra modules are the business areas you enable around a shared workspace. Each module owns a set of records, but the platform features around them - inbox, search, automations, AI, calendar, time, permissions, and audit logs - stay consistent.
Choose by team
Sales
Start with CRM, Sales, and Marketing. Add Contracts, Finance, and Calendar as your sales process matures.
CRM -> Sales -> Contracts -> Finance
Customer Support
Start with Support and Knowledge Base. Add Surveys, Analytics, and Automations for quality and scale.
Knowledge Base -> Support -> SLA -> CSAT
Delivery
Start with Projects, Planning, and Time. Add Finance, Goals, and Analytics for profitability.
Projects -> Planning -> Time -> Invoice
Operations
Start with People, Assets, and FSM. Add Stock, Procurement, and Planning for operational control.
People -> Assets -> FSM -> Procurement
Finance
Start with Finance, Procurement, and Contracts. Add Sales, Stock, and Analytics for full visibility.
Quote -> Invoice -> Payment -> Report
Leadership
Start with Analytics, Goals, and Dashboard once teams are entering real operational data.
Dashboard -> Analytics -> Goals -> Insights
Module directory
Revenue
CRM
Contacts, companies, deals, and activities.
Sales
Quotations, order forms, and sales pipeline closeout.
Marketing
Campaigns, segments, lists, and templates.
Contracts
Agreements, templates, obligations, and renewals.
Delivery
Projects
Projects, tasks, cycles, roadmaps, and delivery work.
Planning
Allocations, capacity, roles, and utilization.
Support
Tickets, SLAs, customer portal, and support analytics.
FSM
Work orders, dispatches, technicians, and field service.
Operations
People
Employees, onboarding, settings, and time off.
Finance
Invoices, expenses, payments, banking, and reporting.
Procurement
Vendors, purchase orders, and vendor bills.
Stock
Products, warehouses, and inventory movements.
Assets
Asset registry and maintenance records.
Recruiting
Candidates, jobs, offers, references, and hiring pipeline.
Intelligence
Analytics
Dashboards, reports, exports, ROI, and forecasting.
Surveys
Surveys, responses, results, and feedback collection.
Goals
Goals, cycles, progress, and outcome alignment.
Shared platform capabilities
These are not regular business modules. They are shared surfaces used across modules:
Dashboard
Workspace overview and quick actions.
Inbox
Notifications, messages, and work needing attention.
Search
Find records, docs, and activity across the workspace.
AI Assistant
Ask questions and run confirmed actions.
Automations
Connect triggers and actions across modules.
Calendar & Scheduling
Booking links, meetings, scheduling workflows, and availability.
Time
Timer, timesheets, approvals, rates, and billing.
Settings
Workspace configuration, roles, billing, and connected accounts.
Common cross-module workflows
- Lead to cash - CRM deal to quote, contract, invoice, payment, and reporting.
- Booking to revenue - Calendar booking to CRM follow-up and commercial action.
- Support deflection - Knowledge base, widget, ticket, SLA, and CSAT.
- Project profitability - Project planning, time, budgets, invoices, and analytics.
- Hiring loop - Candidate pipeline, interview scheduling, offers, and onboarding.
- Procure to pay - Vendors, purchase orders, bills, approvals, and payment.
Setup order
- Create your workspace and invite the right admins.
- Enable the modules your team actually needs first.
- Configure shared settings: roles, connected accounts, billing, white-label, notifications, and security.
- Connect your first workflow across two modules before rolling out every module.
- Use Analytics and Dashboard once your teams are entering real operational data.