Your business, flowing.
No busywork. No silos. Just progress.

From the first conversation to the final payment — customers, sales, projects, billing, communication, data, and AI all connected in one platform.

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Live workflow · Worxstream

One customer journey.
One connected stream.

Customer calls

Worxstream Voice answers and identifies the customer.

Sales Ticket

Intent is captured and a sales ticket is created.

AI qualifies

Operator summarizes the conversation and prepares the next action.

Proposal

A proposal is prepared and sent for approval.

Customer signs

The agreement is signed and work moves forward.

Get paid

The invoice is sent and payment is recorded.

Business updates

CRM, reports and forecasts update automatically.

Worxstream doesn’t just track the work. It moves it forward. →

01 — Worxstream Platform

Everything your business needs to work. In one stream.

Sales. Service. Billing. Projects. Communication. Documents. AI. All connected. All built for the way you actually work.

Explore the platform →
One platform. Work that flows.

Everything connected.
Nothing standing still.

Scroll through Worxstream and watch each layer of your business build on the one before it — platform, AI, customers, data, document workflows and the workspace you configure around your team.

01 — Worxstream Platform

Everything your business needs to run — in here.

Customers, proposals, projects, invoices, payments, communication, reports and AI — all connected in one place. No more jumping between tabs and workarounds.

Customers, estimates, projects, invoices, payments, conversations, Nova and reports connect through one workspace.
02 — Worxstream AI

AI that works where the work happens.

Ask Nova about your business data and take supported actions — with customer, sales and work context close at hand.

Nova connects a business question to customer context and estimate tools.
03 — Connected Customer

One customer story. No missing pieces.

Every conversation, quote, project, invoice and interaction stays connected — giving every team the same complete picture.

Estimates, projects, invoices and conversations connect to one customer record.
04 — Connected Data

Your business data becomes useful context.

Connect the systems you already use. Worxstream brings the information together so your people and AI can understand it and take action.

Shopify, QuickBooks and Stripe connect to their supported business contexts.
05 — Automations

Move the work forward. Keep the context.

Convert estimates and sales orders into invoices while retaining linked customer, item and document context. Keep the next step connected to the work before it.

An estimate, sales order and invoice retain linked customer and item context.
06 — Unified Communications

Every conversation. One place.

Bring record links, team conversations and attachments together with WorXChat. Discuss the work with the people involved, with the business context close by.

Team members discuss an estimate through a shared record link in WorXChat.
07 — Your Configurable Workspace

Your business. Your way of working.

Tailor existing forms, required fields, statuses, pipelines and views around your processes — so your team works in a system that speaks your language.

An administrator configures form visibility, requirements and business statuses.
08 — Control Tower

See the business. Control the exceptions.

Follow business events through configured policies and checks. Inspect alerts, trace runs and review the exceptions that need your team’s attention.

A business event passes through a configured policy check to an alert for review.
09 — Compliance Layer

Governance built into the flow.

Configure feature permissions by role, review document changes and follow approval records. Give your team the context to understand who changed what and what happened next.

Role permissions sit alongside a document’s creation, revision and review history.
Worxstream AI · Nova

AI that works where the work happens.

Nova and your AI agents answer, qualify, follow up, research, schedule and act — while your team stays in control.

Meet Nova

Operator is an AI employee that does the worX for you — summarizes your email.

Same intelligence layer your team uses in Worxstream — explore agents, task-led demos, and how Nova fits your workspace.

Complete Business Suite

One platform. Every module connected.

Unified business operations & AI-powered automation

Built for business

One platform. Many ways to work.

Worxstream adapts to how your organization sells, serves, communicates, operates and grows — without forcing every business into the same box.

  • Retail
  • E-commerce
  • Professional Services
  • Healthcare
  • Financial Services
  • Manufacturing
  • Hospitality
  • Technology
From first contact to lasting growth

See how work flows.
All in Worxstream.

One connected platform. Every stage of your business.

Every opportunity starts here

Turn the first hello into a next step.

Bring conversations and inquiries into one place, with the customer context your team needs to follow up.

  • Worxstream Voice
  • AI Voice & Chat
  • Web Forms
  • Email & SMS
  • Sales Tickets
Connected in WorxstreamExample
Worxstream Voice

New customer inquiry

Captured

NSNorthline Services

Channel
Incoming call
Request
New project inquiry
Next step
Sales follow-up
Sales ticket created

The conversation is ready for your sales team.

Voice → SalesSame customer. Same context.
One stream. Everything connected.Capture to growth, without losing context.
Why Worxstream

One operating system.
Configured to how you work.

Worxstream connects customers, sales, work, inventory, billing, and collaboration—then lets administrators shape the forms, statuses, and views your teams use every day.

Connected context

Estimates, orders, jobs, invoices, and conversations reference the same customers and documents.

Configurable workspace

Forms, dropdowns, statuses, views, roles, and branding adapt the apps you use—not a blank custom-app builder.

Reviewable history

Timeline, version history, and attachments help teams reconstruct what changed and why.

Capability
Disconnected tools

Scattered context

Worxstream

Connected & configurable

Shared business context
Disconnected tools
Customer details live in one tool; jobs and invoices in another.
Worxstream
Customers, documents, and work share one record trail so teams see what already happened.
Configurable process
Disconnected tools
You adapt your process to the software's fixed statuses and forms.
Worxstream
Administrators tailor forms, statuses, pipelines, views, and roles to how your business already works.
Traceability
Disconnected tools
A last-modified timestamp with little explanation.
Worxstream
Record history, attachments, and related documents stay reviewable when something needs a closer look.
Operational checks
Disconnected tools
Issues surface in a report after the fact.
Worxstream
Event-driven checks and alerts can flag exceptions for review—configured to your process, not promised as universal blockers.
Connected applications
Disconnected tools
Signing, chat, and voice sit in separate products with separate logins.
Worxstream
Companion apps connect back to the same workspace records so follow-up stays in context.
See how configuration works
Integrations

Works with your favorite tools

Connect validated systems such as Shopify, QuickBooks, and Stripe—with clear record direction and setup expectations.

Stripe
QuickBooks
Twilio
Microsoft Outlook
Gmail
Shopify
Stripe
QuickBooks
Twilio
Microsoft Outlook
Gmail
Shopify
Stripe
QuickBooks
Twilio
Microsoft Outlook
Gmail
Shopify

Need a different integration? See supported connectors

Workflow examples

Same platform, different configurations

Illustrative setups showing how businesses can adapt Worxstream. These are workflow examples—not customer endorsements or measured results.

Service business example

Field service configuration

A service team uses shared customers, estimates, jobs, and invoices so dispatch and billing work from the same record trail.

Modules in play

CRMSalesProjectsBilling

What gets configured

Job statuses, service-oriented forms, and views tailored for technicians and office staff.

Distribution / project example

Stock & project configuration

A stock-oriented team tracks customers, sales orders, warehouse quantities, and project tasks without inventing a separate system of record.

Modules in play

SalesInventoryProjectsVendors

What gets configured

Warehouse-aware statuses, SKU-focused views, and document links from order to fulfillment.

Document workflow example

Agreement handoff example

When an agreement needs a signature, WorxSign collects fields and recipients, then returns completion artifacts to the related workspace record.

Modules in play

WorxSignSalesCRM

What gets configured

Recipient routing and reminders configured for the documents your process already uses.

Explore industry configurations
You stay in control

Automated doesn't mean unsupervised.

Let Worxstream handle routine work while important actions wait for the right person. Set permissions by role, define approval rules and keep an audit trail.

Approval requiredOperator · just now

Send revised proposal for $28,500?

The customer requested an updated scope. Operator prepared the revision and is waiting before sending it.

External action · This will email the customer and update the opportunity.
Approve & SendReviewCancel
Work should flow

Now it can.

Bring customers, work, data, communication and AI together in one connected stream.

Explore the platform