Sales, documents and money finally work together. WorkZeal brings your key processes into one system — no more switching between apps.
WorkZeal runs on independent microservices. That means lightning speed, a setup that fits your processes and rock-solid stability under any load.
A clean interface with no clutter. Every app opens with its own dashboard: sales in CRM, invoices in Documents, money in Finance. The right KPIs show up by themselves.
Start with CRM if sales is all you need right now. Documents, finance and the warehouse are already built in. Turn them on as your business grows, with no software switch and no lost data.
CRM. Every message, call and email lands in the client card. Turn a WhatsApp chat into a deal in one click and see the whole history in one place.
More about CRMDocuments. Make the invoice from the deal: the client, the items and the total fill in by themselves. Send it in WhatsApp with a Stripe payment link.
More about DocumentsFinance. Add the payment from the invoice and the client, deal and amount fill in. Balances and totals update at once, and automation can thank the client.
More about FinanceWarehouse. The invoice reserves the goods, and posting the outgoing note ships them. Stock, reserved and available always add up.
More about Warehouse
CRMNewHarbor Oak CoffeeEmma Clarke · Owner
History
DocumentsDraft
FinanceOctoberStripe
$18,460CChase
$41,150Transactions
WarehouseMain warehouseItems
Tell Insider who your clients are. Every weekday at 9:00 it searches the web, finds each company's email and phone, skips the ones already in your CRM and adds up to five new ones. Meet all AI agents →
The moment Insider adds a company, a trigger picks it up: the first email, a call for the manager in two days and a new status. No one has to remember a thing.See AI & Automation →
No hidden costs, developers or paid widgets. Email, phone and chat are already built into the CRM. Your sales team talks to clients from one place from day one — no extra spending, no setup.
Emails from Gmail, Outlook and Yahoo! — in one window and right in the client profile.
Connect all your work inboxes and assign emails to your team. Every conversation is saved in the client profile.
Messages from WhatsApp, Messenger and your website chat — in one feed. No lead slips through.
Chat
WhatsApp, Messenger and your website chat land in one inbox, and the conversation history is saved in the client profile. Reply right from the CRM.
SIP phone in 5 minutes. A call opens the client profile, and the recording goes into the history.
Phone
Connect your business phone line over SIP in 5 minutes and take calls right in the CRM.
Site visitors from Google Analytics on the same dashboard as your sales.
Google Analytics
Sign in with Google and pick your GA4 property. Visitors, sessions and page views show up next to your clients and deals.
Requests from your website go straight into the CRM, with their source.
Web forms
Build a form in Settings, copy its code and paste it on your site. Every request becomes a client in the CRM.
People from our team answer you in the chat, for free. While they're on the way, Zilla, our assistant, answers simple questions in seconds.
Product & pricing
WorkZeal is a cloud CRM that grew into a platform for the whole company: more than a CRM, lighter and simpler than an ERP. Clients and deals, email, chat, phone, documents, finance and inventory are separate apps on one shared database. They work as one system, each opens on its own, and you add new ones as you grow — no data migration. Built by WorkZeal Inc., a Delaware company, and a team with 20+ years of experience in business software.
Any business: from freelancers to manufacturers, from services to wholesale and e‑commerce. CRM, documents, finance and inventory cover both service and product companies. Missing a feature you need? Let us know — we’ll talk it through.
Yes. Start with CRM if sales is all you need right now. Documents, finance and the warehouse are already built in: turn them on as your business grows, with no software switch and no lost data.
Many CRMs cap clients and deals on the base plan, while inventory, documents and finance come from third-party apps. You end up with an app zoo: each with its own bill and its own support, and when an integration breaks, fixing it is on you.
WorkZeal has one plan with no limits: CRM, documents, finance, inventory and AI agents — one system from one developer, with one support team. To connect other services, there’s our own MCP server and an open API.
One plan, no add-ons: from $10 per user per month billed annually, or $15 billed monthly. For three managers, that’s from $30 a month. Email, chat, phone, documents, inventory and AI agents are included. Calls are billed by your phone provider. See pricing
No. There’s one plan with every feature, no limits and no hidden fees, AI agents included. No stripped-down tiers where what you need is locked behind a pricier plan, and no paid modules or widgets. The price depends only on the number of users and the billing period.
Yes, 14 days free, with no restrictions — it’s a full working subscription. Invite your whole team and test it together: connect email, messengers, phone and your website chat, and upload your data. When the trial ends, subscribe and keep working in the same account — nothing to set up again.
Just let us know — we’ll extend your trial if you need more time to check something.
Support is free and included in your subscription. Our team answers in chat, messengers and email — we’re available 24/7. While a person is on the way, Zilla, our support assistant, answers simple questions in seconds from the Help Center.
Setup & data
Yes. Messages from WhatsApp, Instagram, Facebook Messenger and your website chat land in one feed, and the conversation history is saved in the client profile. Managers reply right from the CRM.
Yes. Sign in with Google and pick your GA4 property. Visitors, sessions and page views show up on the dashboard next to your sales, and as the first stage of the customer journey. How to connect
No. Email, chat and phone are built in, so there are no widgets to buy — just connect your accounts: your inbox with an app password, phone with the SIP settings from your provider, and messengers through their business accounts. Follow the step-by-step guides in the Help Center to set everything up yourself, safely: your passwords stay with you, and no third party needs access.
From Excel, it takes a few minutes: upload the file, match the columns, and the system finds duplicates for you. From another CRM, choose what works for you: do it yourself with the built-in import, the API or the MCP server, or let the WorkZeal team handle the migration. It’s usually a paid service, but we can do part of it for free — get in touch and we’ll talk.
On servers in Dallas, Texas, USA, with enterprise-grade security. Learn about security
Yes. While your subscription is active, you can export all your data: to Excel, through the API or the MCP server.
But before you go, tell us what isn’t working. Switching means new setup, retraining your team and downtime. Often the issue can be fixed, and that costs less than starting over. Like in any relationship, it’s better to talk first.
Technology
Yes, AI agents are included in the plan. Lucy translates, polishes text and searches the internet. Insider finds companies that match your customer profile and adds them to the CRM, and your triggers send the first email and set the tasks. Helper is coming soon: it will answer your customers in chat strictly from your own documents and knowledge base. More about AI
Yes, our own — built and maintained by the WorkZeal team. Through the MCP server, Claude, ChatGPT, Cursor, VS Code and other AI assistants work with your companies, contacts, deals, tasks, documents and finance — more than 40 tools. Connect by signing in to your account or with a token. Access inherits the user’s permissions and can be revoked in one click.
Yes. The REST API with token authorization covers companies, contacts, deals, tasks, documents, finance, inventory and email. Use it to connect WorkZeal to your website, customer portal, accounting software and other systems. Tokens are kept in a registry, and any of them can be turned off in one click.
Insider
Shane Miller