Gulnazion WorkOS unifies CRM, Projects, Clients, Invoicing, and Team into a single workspace — tax-compliant, globally configurable, and built for how modern agencies and freelancers actually operate.
Agencies rely on 5–7 disconnected platforms for CRM, projects, invoicing, and communication — creating operational complexity and data silos.
Invoices built manually in Excel with no GST calculation, no April FY tracking, no ₹ revenue visibility per project.
Without a structured pipeline, leads scatter across emails and chats — resulting in missed follow-ups and lost revenue.
HubSpot handles CRM. Jira handles projects. Zoho handles invoicing. None talk to each other — and none understand the freelancer-client-project relationship that agencies live in.
Every default, every calculation, every field — designed around how agencies actually work. Not retrofitted from enterprise software. Native from day one.
Configure multiple tax rates for your region — GST, VAT, sales tax, or custom. Apply different rates per invoice line item. Tax logic that adapts to your country, not the other way around.
Tax-compliantSet your base currency at org level. Create invoices in any currency. Financial dashboards in your home currency. No manual conversion, no spreadsheet workarounds.
Global-readySet your financial year start month — April, January, or any month your country requires. Every report, dashboard, and revenue view respects your fiscal calendar.
LocalizationAI-powered project and task generation, smart lead scoring, automated follow-up suggestions, and workflow automation. Generate entire project structures from a single prompt.
Coming soon7 roles × 11 modules × 5 permission types. Owner, Admin, HR, Sales, PM, Employee, Freelancer, and Client roles — each with precise control over what they can view, create, edit, or approve.
RBACYour logo, your colors, your identity applied to every email and client portal. Clients see your brand — not ours. Custom SMTP or use any major email provider.
White-labelCapture every lead, track them through a visual sales pipeline, auto-score qualification, and convert directly to clients — without losing context or switching tools.
Every client gets a full profile — contacts, projects, invoices, contracts, documents, and activity history — all in one place. No more digging through emails.
Manage tasks, timelines, and team collaboration in one connected workspace. Projects link directly to clients and billing — no manual bridging between tools.
Configure your workspace, invite your team, manage roles and departments, and set security policies — all from a centralized org hub.
Tax-compliant invoicing built directly into your project workflow. Configure your own tax rates, apply multiple rates per line item, and generate professional invoices in any currency.
Real-time command center showing leads, clients, projects, and key metrics — all from one screen with quick-action shortcuts.
Leads convert to clients with one click. Source tracking, decision maker info, and activity timeline carry over automatically.
Kanban boards, Gantt charts, milestones, subtasks, file uploads, time tracking, and team collaboration — all per project.
Log estimated vs actual hours per task. Billable time linked directly to project budgets and client invoices.
Configure your own tax rates, apply multiple rates per line item, and generate professional invoices in your currency. Works for any country's tax system.
7 roles × 11 modules × 5 permission types. Freelancer and Client portal roles included — not bolted on.
Describe your project in plain language and get tasks, milestones, and team assignments generated instantly — no manual setup.
Trigger actions automatically — assign tasks when leads convert, send invoices when projects complete, notify teams on milestones.
Advanced compliance workflows, insurance record management, and medical documentation workflows — built for regulated industries.
WorkOS is built specifically for agencies. Here’s what we offer today — and what’s coming next.
| Capability | WorkOS |
|---|---|
| CRM + Projects + Clients unified | ✓ |
| Custom tax rates per invoice line | ✓ |
| Freelancer & Client portal roles | ✓ |
| Configurable financial year & currency | ✓ |
| AI project & task generation | Upcoming |
| AI features (assistants, insights) | Upcoming |
| Personal branding on invoices | Upcoming |
| Email configs & templates | Upcoming |
| Client portal | Upcoming |
| Employee personal dashboards | Upcoming |
Purple badge indicates features on the WorkOS roadmap.
Join the waitlist for founding-member pricing when we launch. We'll only email you about WorkOS updates.