Workeron help centre

Workeron is one workspace for the whole business. Workeron HRM, CRM, Forms and Marketing share one login, one organisation and one set of records, so a form response can become a CRM lead and a lead can join a marketing campaign without exporting anything.

HRM (people, attendance, leave and payroll), CRM (leads, contacts, deals, quotes and invoices), Forms (public forms that feed your CRM) and Marketing (email campaigns to the people already in your records). Accounting, Meetings, Chat and Projects are coming soon.

Go to accounts.workeron.app, choose Sign up and verify your email address. You'll then create your organisation, or join one you've been invited to.

If self-serve sign-up isn't available to you, book a demo and we'll set your organisation up for you.

Yes. Book a demo and we'll walk you through it on something close to your own data. Use the Book a demo button on any page, or email business@txtudio.com.

Sign in at accounts.workeron.app with your password, a magic link sent to your email (valid for 15 minutes) or a one-time code sent to your email (valid for 5 minutes). One account works across every Workeron app.

Check your spam or promotions folder, and make sure the address is spelt correctly. Verification links are valid for 24 hours; you can ask for a new one from the sign-in page.

Choose Forgot password on the sign-in page and follow the link we email you. The link is valid for one hour. You can also sign in with a magic link or code and set a new password from My profile.

Invitations are valid for 7 days. Ask an owner or admin of the organisation to send a new one from Settings → Members.

Open the accounts launcher, go to Settings → My profile and update your details.

Go to Settings → Members and invite people by email. You can choose their organisation role and their role in each app as you invite them. They'll get an email with a link to join.

Owners and admins manage the organisation: members, teams, roles, apps and settings. Owners are automatically admins in every app the organisation uses. Members use the apps with the role they were given in each one.

Yes. Each app has built-in roles, and in Settings → Roles you can create custom roles that choose exactly what people can see and do. A role that can only read sees its own and assigned records; one that can list sees every record in the organisation.

Each app has its own number of seats. Every member using the app takes one, and so does every pending invitation to it. See your usage in Settings → Apps & seats. To add seats, contact us.

Go to Settings → Apps & seats. Some apps can be turned on straight away; others we turn on for you on request. Turning an app off hides it but keeps all its data, so turning it back on restores everything.

Yes. Settings → Profile & branding holds your organisation's name, logo and details.

Leads come in by hand, from imports or from Workeron Forms. When a lead is qualified, convert it into a contact, company and deal, then move the deal through your pipeline to quote, invoice and payment.

Yes. Connect a Google or Microsoft 365 mailbox to see email threads and calendar events next to your records, and to send email from the CRM. You approve the permissions when connecting and can disconnect at any time.

Leads, contacts and companies can be imported from a CSV file and exported to CSV or Excel from their list pages. Exports follow your current filters and only include records you're allowed to see.

Deleted CRM records can be restored. Anyone with the restore permission can show deleted records with the list's filter and bring them back.

Yes. Each invoice can be shared with a private link that shows it without a Workeron account.

Build the form in Workeron Forms and publish it. Share its link, or embed it on your website. Responses appear in the form's submissions.

Yes. Point a form at your CRM and every accepted response creates a lead, with the answers mapped to the lead's fields.

Turn on spam protection for the form. Workeron then checks each response with Cloudflare Turnstile before accepting it.

Build the audience from the contacts and leads already in your CRM, filtered however you need. Only email people who have agreed to hear from you; people marked do-not-email are left out.

Every campaign email ends with an unsubscribe link. Anyone who uses it is excluded from future campaigns automatically.

Yes. Each campaign shows who it was sent to, who opened it and who unsubscribed.

Employees check in and out from the web or the mobile app. If your organisation uses branch locations, the app records where you were at that moment and whether you were inside the branch's area. Working from home can be marked separately.

No. The app reads your location only while it is open and only at the moment you check in or out. It never tracks you in the background.

Open onboarding in HRM on the web or in the mobile app, and photograph or upload each document your organisation asks for.

Payslips appear in HRM once payroll is run, and your organisation may also email them to you. In the mobile app you can download or share them.

The Workeron HRM app for iOS and Android is coming to the App Store and Google Play soon. Until then, everything works in the browser.

Only people in your organisation, according to their roles. Every record belongs to one organisation and every request is checked against it. Our privacy policy explains what we collect and who we share it with.

Export CRM and HRM records to CSV or Excel from their list pages. For anything else, email grievance@txtudio.com.

Email grievance@txtudio.com from the account's address, or from an owner's address for an organisation. We delete it within 30 days, except for data we must keep by law.