How it works
From signup to a CRM that chases you, not the other way round.
Five of them work today. The sixth is marked, so you know exactly where the line is between what Workden does and what it is still building.
01
Create your workspace
Sign up, pick a password and start the 14-day trial. Your workspace is created the moment payment is confirmed, and you are its owner.
Under two minutes. No sales call, no demo gate, no onboarding questionnaire.
02
Add who you sell to
Create companies and the contacts inside them. Contacts link to their company, so the relationship is a structure rather than a spreadsheet of names.
Moving from another CRM? Get in touch and we will help you bring the data across.
03
Track the work
Open deals against a company, move them across the pipeline as they progress, and log the calls and notes that happen along the way.
Stage changes are recorded automatically, so the history is complete without anyone maintaining it.
04
Invite the team
Send single-use invitations by email. Owners, admins and members each get a different level of access, enforced on the server.
One flat price — inviting people never changes your bill.
05
Let the Control Panel do the chasing
One screen answers what is happening, what needs attention and what to do next. Stalled deals, overdue tasks and closing opportunities surface on their own.
Every number links back to the records it came from, so you can always check the working.
06
Ask your AI coworker
In developmentConnect the ChatGPT or Claude you already use through the provider’s own connector. Ask about your pipeline in plain language, get drafts and tasks prepared — then review and approve them in Workden.
This step is in development and is not available yet. Everything above it is.
Fourteen days is enough to know. Cancel in one click if it is not.