Smart, helpful, and fully autonomous
Everything you need in one CRM
Worktual brings marketing, sales, products, projects, and revenue into one system – where AI Agents continuously capture signals, make decisions, and execute actions in real time.
Core Modules
The foundation of Worktual AI-Native CRM
These AI-Native modules work together as one unified system – powering every function of your business and forming the core of a CRM that runs end to end, automatically.
Marketing Module
AI-powered campaigns that run, optimise, and convert – without manual effort.
Plans, launches, and analyses campaigns across channels automatically
Captures, scores, and nurtures leads without manual intervention
Powered by AI Agents that continuously optimise performance in real time
Sales Module
From qualified contact to closed deal – handled end to end by AI Agents.
Manages the complete journey from first contact to signed deal
AI Agents handle follow-ups, proposals, and call routing automatically
Delivers real-time deal intelligence to keep pipelines moving forward
Project Module
Delivery teams aligned with sales and finance – coordinated by AI.
Connects delivery teams directly with sales and finance data
AI Agents ensure full visibility and coordinate execution across teams
Tracks progress and resolves blockers without unnecessary complexity
Finance Module
Full billing lifecycle managed automatically – from deal closure to revenue recognition.
Automates invoicing, payments, and financial tracking end to end
Manages the complete billing lifecycle from deal closure to revenue recognition
Eliminates manual errors with AI Agents continuously overseeing financial operations
Product Module
Complete monetisation structure managed and optimised by AI Agents.
Manages the full product catalogue, pricing, and subscriptions in one place
AI Agents optimise revenue and track performance across the product lifecycle
Ensures seamless lifecycle management from launch to renewal
Advanced Dashboards and Reports
Complete visibility across your business – in real time
Sales Dashboard
Track revenue, pipeline value, conversions, and deal performance in real time.
Marketing Dashboard
Measure lead quality, campaign ROI, acquisition cost, and conversion rates.
Finance Dashboard
Monitor MRR, ARR, cash flow, churn, and overall financial health.
Projects Dashboard
Track delivery timelines, project risks, and team performance.
Product Dashboard
Analyse product performance, lifecycle stages, adoption metrics and insights.
Bespoke AI for Industries
Our Advanced AI Solutions are built to tackle real business challenges whether it’s streamlining customer support, improving decision-making, or driving smarter workflows.
Everything you want to know
Frequently asked questions
Chat to us today
Whether you’re scaling a startup/SME or evolving an enterprise, we’ll help you build bespoke Advanced AI Solutions that keep you ahead–not just today, but tomorrow.
