Q: Hi, does this app come with CRM system or can integrate with any CRM system?

We are running an audit firm looking for CRM system cum project management system

117172210711664978138Jul 5, 2025
Founder Team
Ryan_WorkZappy

Ryan_WorkZappy

Jul 5, 2025

A: Hi 117172210711664978138,

WorkZappy is primarily a project management platform, but many of our users use it for client workflows and light CRM needs through customizable task boards, client tagging, and automations.

While we don’t currently offer a full-fledged CRM system built-in, WorkZappy can integrate with most CRM systems via Zapier, Make.com, webhooks, and our OpenAPI for advanced use cases.

Additionally, WorkZappy includes pre-built project templates such as:

Sales Campaigns;
Basic CRM;
Real Estate CRM.

These can be easily adapted to suit your audit firm’s needs. For more details on project templates, please see https://guide.workzappy.com/project/create/new

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