New — SalesFront CRM: Kanban pipeline, lead scoring & forecasting

Run your business as one system, not a stack of tools.

WorkOS is the operating system for modern operations — sales, projects, customers, billing, and AI in one governed environment. Coordinated by design, not by duct tape.

38%
avg. cycle-time saved
12+
tools replaced
99.99%
platform uptime
Trusted by operations-heavy teams replacing 12+ tools
Northwind Voltlane Helmsman Cairnhart Beacon&Co Relay9

Your business runs on a stack of disconnected tools.

CRM here. Project tool there. Billing somewhere else. AI floating off to the side. Every tool has its own login, its own data, and its own version of the truth.

The result is not just inconvenience — it is operational fracture. Revenue disconnects from delivery. Customer context gets lost between handoffs. Leadership relies on gut feel instead of system-level visibility because no single tool can show the full picture.

WorkOS replaces that fragmented stack with one coordinated operating model. Sales, projects, customers, billing, and AI — connected by design, not by integration workarounds.

See the tools

The Fragmented Stack

  • Customer data scattered across 4+ tools
  • Sales closes a deal — delivery finds out days later
  • Invoicing requires manual reconciliation
  • No single view of what's profitable
  • AI experiments disconnected from real workflows
  • Leadership guesses instead of observes

What WorkOS actually does

01 — execute

Organizes work

Tasks, projects, and spaces — your execution engine. Everything your team is doing lives inside structured workflows instead of scattered apps and email threads.

02 — customers

Centralizes customers

WorkOS connects sales activity, projects, tickets, invoices, and notes into one customer timeline. The built-in SalesFront CRM adds a drag-and-drop pipeline, lead scoring, and weighted forecasting — no more switching between CRM, helpdesk, billing, and spreadsheets.

03 — revenue

Connects revenue to execution

Sales pipeline to project delivery to invoicing. When a deal closes, work structures trigger automatically. When work completes, invoices flow cleanly.

04 — visibility

Gives leadership visibility

Operational clarity: where time is being spent, where processes stall, what's profitable, what's leaking margin. You are not guessing. You are observing the system.

05 — intelligence PREMIUM

Embeds AI into the workflow

AI Studio is not a toy chatbot. It allows you to build structured AI inside your processes — auto-generate tasks, analyze tickets, surface risk, draft communications. Available on Premium.

06 — governance

Supports real teams

Team management, notifications, and admin controls. Structured permissions. Governed processes. Clear communication channels. Scale operations without scaling chaos.

A system, not another tool.

Most companies operate on a stack of tools — each solving one problem, none solving the coordination problem between them. Every new tool adds another login, another data silo, and another integration to maintain.

WorkOS is not another tool added to the stack. It replaces the stack with an operating system. Sales, delivery, customer management, billing, team coordination, and AI — all running inside one governed structure.

The result is operational coherence — where every function in your business is aware of every other function, in real time, without manual stitching.

WorkOS replaces

  • Standalone CRM → unified customer timeline
  • Separate PM tool → integrated project execution
  • Disconnected billing → revenue-synced invoicing
  • Siloed AI experiments → embedded operational intelligence
  • Spreadsheet dashboards → real-time system visibility
  • Tool-switching workflows → one coordinated environment

From first touch to final invoice

Every step runs inside the same system. No handoff meetings. No data re-entry. No surprises.

1

Capture

Lead enters your pipeline. WorkOS tracks the relationship from first contact — activity, communications, and context attached to one customer record.

2

Execute

Deal closes. Project structures generate automatically. Tasks assign, timelines set, and delivery has full context without a handoff meeting.

3

Deliver

Work progresses inside structured spaces. AI surfaces risks, flags blockers, and auto-generates status updates. Leadership sees real-time progress.

4

Collect

Work completes. Invoices flow directly from project data — accurate, timely, tied to the work delivered. Revenue is no longer disconnected from operations.

Six ways to interface with your business.

Browser, desktop, pocket, terminal, agent, or raw API — every surface reads and writes the same WorkOS graph. One identity. One audit log. Zero silos.

Web

Full WorkOS in any browser. Zero install. The default surface where most of your team lives.

  • work.viviscape.io
  • SSO & SAML
  • Real-time collab

Desktop Beta

Native Windows app. Offline-aware editing, keyboard shortcuts, and OS-level notifications for power users.

  • Windows · macOS · Linux
  • Local cache & offline edit
  • Global hotkeys

Mobile

iOS and Android apps for capture, approvals, and on-the-go updates. Your operations in your pocket.

  • Push approvals
  • Voice-to-task
  • Camera capture
WorkOS Core One graph
One audit trail
  • 1 identity
  • 1 permission model
  • 1 source of truth

CLI

Scriptable operations from any shell. Pipe records, run migrations, schedule jobs from your build server.

  • workos command
  • JSON in & out
  • CI-friendly auth

AI · MCP

Model Context Protocol server. Plug Claude, Cursor, or any MCP client straight into your WorkOS graph.

  • Native MCP transport
  • Scoped agent tokens
  • Per-tool audit

API

REST and GraphQL endpoints. Webhooks for every state change. Build your own surface on the same primitives.

  • REST + GraphQL
  • Webhooks & SDKs
  • 99.99% uptime

Ready to run your business as one coordinated system?

WorkOS connects sales, projects, customers, billing, and AI into one structured operating system. Start building your operational foundation today.