Every Feature Your Team Needs,
In One CRM
WebifyGO combines CRM, invoicing, AI automation, email & SMS campaigns, help desk, project management, lead generation, subscriptions, and more, all managed from a single, unified dashboard.
One Dashboard. Every Tool You Need.
Select a module to explore its features.
Build Stronger Customer Relationships
Manage your entire sales pipeline from one place, track contacts, nurture leads, and close opportunities faster with a structured CRM built for growth.
Centralized contact records with full history, notes, and related records.
Track leads through your pipeline from first contact to closed deal.
Log calls, meetings, and tasks linked directly to contacts and deals.
Import existing contacts and data with flexible field mapping.
See all linked invoices, payments, tasks, and campaigns per contact.
A Professional Website, Built In
Launch a fast, SEO-optimized website with a built-in CMS - no separate platform needed. Manage blog posts, pages, and SEO from the same admin panel as your CRM.
Choose from multiple website templates (default, tourism, cars, and more).
Publish SEO-rich blog posts and static pages with a built-in rich text editor.
JSON-LD schema generation, sitemaps, and meta tags managed automatically.
Use OpenAI GPT to generate and optimize your website copy.
Every template is fully responsive and optimized for all screen sizes.
Invoicing & Payments, Simplified
Send professional invoices, track payments, and manage your books, all without leaving WebifyGO. Connect Stripe for online payments and QuickBooks for accounting sync.
Create and send professional invoices and quote requests linked to clients.
Generate Stripe checkout links directly from invoice records.
Log payments (cash, bank transfer, card) and reconcile against invoices.
Assign tax rates and journals to every transaction for clean accounting.
Push invoices and payments to QuickBooks automatically.
Reach Your Audience Everywhere
Run targeted email and SMS campaigns from within WebifyGO. Use your own sending provider (SendGrid, Twilio, Nexmo) and track delivery results in real time.
Build and send campaigns using customizable email templates via SendGrid.
Send bulk SMS to segmented contact lists via Twilio or Nexmo.
Manage segmented subscriber lists and import contacts in bulk.
Track delivery status and open rates for every campaign sent.
Build reusable email and SMS templates for faster campaign creation.
Let AI Work While You Sleep
Automate repetitive tasks with smart workflows and AI-powered tools. From AI phone calls to content generation, WebifyGO brings enterprise-level automation to every business.
Make automated outbound phone calls and SMS using AI voice agents.
Run bulk outbound call campaigns with full transcripts and call logs.
Trigger automated actions on record create or update (emails, field updates, functions).
Use GPT-powered tools to write and optimize website and blog content.
Manage Your Team From One Place
From employee onboarding to payroll, WebifyGO's HR modules give your operations team everything they need to run a modern, well-organized business.
Maintain complete employee records, contracts, and department assignments.
Log and review attendance records with timestamps across your team.
Manage leave requests, approvals, and balances in one module.
Process payroll runs and maintain salary history per employee.
Structure your organization with departments, roles, and job positions.
Deliver World-Class Customer Support
Handle customer issues efficiently with a built-in ticketing system. Set SLA rules, build a knowledge base, and keep every conversation organized and trackable.
Create, assign, and resolve support tickets with full status tracking.
Define response time SLAs and get alerts when tickets breach them.
Build a searchable self-service knowledge base for common questions.
Collaborate with your team on tickets through internal message threads.
Data-Driven Decisions, Every Day
Track business performance with real-time dashboards, custom reports, and deep integrations with Google Analytics, all without leaving your admin panel.
Build and save custom reports across any module in your account.
Visualize KPIs with Chart.js and ApexCharts widgets on your dashboard.
See real-time website traffic and user data directly inside WebifyGO.
Analyze AI call outcomes, transcripts, and campaign conversion rates.
Set revenue and activity goals and track attainment live against pipeline data.
Deliver Client Work Without Switching Tools
Manage projects, tasks, and team assignments alongside your CRM, so every deliverable is linked to the right client with no context lost between sales and delivery.
Create projects linked to client accounts and track them through to completion.
Break projects into tasks with due dates, priorities, and assignees.
Assign team members to projects and track workload across the team.
Every project is attached to the client so history, tasks, and invoices are in one place.
Bill clients for project work and collect payment with Stripe - no separate tool.
Turn Website Visitors Into Pipeline Entries
Capture leads from your website directly into the CRM pipeline, with source tracking and instant follow-up automation so no enquiry waits or gets lost.
Add capture forms to any page of your website, submissions go straight into the CRM.
See exactly where each lead came from - form, campaign, referral, or direct.
New leads land in the right pipeline stage automatically, ready for follow-up.
Trigger automated emails or SMS the moment a new lead is created.
Report on which channels generate the most leads and the best conversion rates.
A Catalog That Speeds Up Every Quote
Build a central product and service catalog and add line items to quotes and invoices in seconds - no re-typing prices, no errors, no separate pricing sheet.
Define products and services with prices, tax rates, and descriptions in one place.
Add catalog items to any quote or invoice with one click, prices populate automatically.
Price products in multiple currencies and invoice international clients correctly.
Link products to vendors and track purchase costs alongside sale prices.
See which products and services generate the most revenue across your pipeline.
Manage Recurring Revenue Without the Chaos
Track active subscriptions, automate renewal reminders, and send recurring invoices, all linked to the customer record so nothing lapses and nothing is re-entered twice.
Track active subscriptions, billing cycles, and renewal dates per client.
Notify clients and your team before renewals are due so no subscription lapses silently.
Send recurring invoices on schedule and collect payment with Stripe automatically.
Every subscription is attached to the client account, with invoices, history, and communication in one view.
Report on active subscriptions and monthly recurring revenue across your customer base.
Every File, Linked to the Right Record
Store contracts, proposals, and client files directly inside the CRM - no shared drives disconnected from your contacts. Find any document instantly from the record it belongs to.
Upload files of any type and store them linked to contacts, deals, projects, or invoices.
Attach documents to any module - a client, project, ticket, or invoice, for instant context.
Open the client record and find every file in one place - no digging through shared drives.
Documents are stored in your own dedicated instance with SSL encryption and access control.
Track when documents were uploaded, by whom, and against which record.
The Right Access for Every Team Member
Control exactly who can see and do what across your CRM. Define roles, set module-level permissions, and keep sensitive data visible only to the people who need it.
Create named roles for every function - sales rep, manager, support agent, finance, and more.
Grant or restrict view, create, edit, and delete access per module for each role.
Control which fields each role can see, hiding sensitive pricing or salary data from the wrong users.
Add your whole team with the right permissions, flat pricing with no per-seat fees.
Super-admin access for full platform configuration, white-label settings, and audit logs.
Works With Your Existing Tools
WebifyGO connects natively with payments, email, SMS, calling, accounting, signing, and Google - no middleware required.
Up and Running in 3 Simple Steps
Start Your Free Trial
Sign up in minutes and get your own WebifyGO instance instantly - no credit card, no setup fees, no sales call required.
Configure Your Modules
Enable the modules your business needs - CRM, invoicing, help desk, campaigns - and configure fields, workflows, and permissions.
Go Live
Import your contacts, start managing clients, and run campaigns, everything from one unified admin dashboard.
Built for Every Industry
WebifyGO adapts to the unique needs of businesses across every sector.
Trusted by Businesses Worldwide
"WebifyGO transformed how we manage clients. Having our website, CRM, and invoices in one place saves us hours every week."
"The AI phone call feature alone has generated more qualified leads for us in one month than traditional cold outreach did in a year."
"Finally a platform that lets our team handle website updates, send invoices, and manage support tickets without switching between 5 different tools."