Work management
Turn plans into progress
Give every project, task, deadline, and update a clear home.
- Project workspaces
- Task planning
- Team workload
- Calendar
- Cloud drive
- Work reports
Your business, finally in one connected workspace
One place to run the work that moves business.
Bring customers, projects, communication, people operations, automation, and AI together—so your team can move with clarity instead of switching between disconnected tools.
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portal.webblymedia.com
Tuesday, 4 November
Good afternoon, team.
WM
Open tasks
24
+5 today
Active deals
18
6 progressing
Team online
12
3 in meetings
This month
82%
On track
Pipeline overview
This quarterToday
09:30
Product stand-up
11:00
Campaign review
14:30
Client meeting
One workspace across the whole business
Sales CRMProjects & tasksTeam chatVideo meetingsVoice roomsCloud driveCalendarConnected emailPeople operationsAttendance & leaveAutomationAlizia AIReports & analyticsRoles & permissions
One connected platform
Less tool switching. More forward motion.
Each part of Webbly works as part of the same operating context, so teams can find the customer, conversation, file, owner, and next action without rebuilding the story.
Customer growth
Move revenue forward
Keep customer context connected from the first lead to the signed contract.
- Deals pipeline
- Leads
- Contacts
- Companies
- CRM analytics
- Revenue operations
Communication
Work where the conversation is
Move from a message to a meeting without losing the work around it.
- Team chat
- Connected email
- Video meetings
- Voice rooms
- Notifications
- Shared files
People operations
Support every workday
Make employee operations clear for teams, managers, and administrators.
- Employee directory
- Departments & positions
- Attendance
- Leave & PTO
- Holiday calendar
- Working reports
More than the essentials
The operational layer around your work.
Webbly connects the tools that help teams operate consistently—from intelligent assistance and routing to controls, reporting, and auditability.
Alizia AI
A workspace assistant for faster answers and focused work.
Automation
Build repeatable workflows around the processes your team already uses.
Lead routing
Direct incoming opportunities to the right owners and workflows.
Reporting
See CRM performance and operational progress in context.
Roles & permissions
Control access with explicit workspace roles and permissions.
Activity log
Keep an auditable history of important workspace activity.
Data management
Manage business records and keep operational data organized.
Workspace settings
Configure the workspace around your organization and team.
Beyond a traditional CRM
The customer record is only the beginning.
Many point CRMs stop at the pipeline. Webbly connects customer work to delivery, people operations, communication, automation, files, reporting, and AI in the same workspace.
One operating context
A deal can become a project, a task can lead to a conversation, and activity can become a useful signal—without losing the thread.
CRM that reaches the work
Turn customer context into assigned tasks, projects, conversations, meetings, files, and follow-up without rebuilding it elsewhere.
People operations in context
Keep attendance, leave, departments, holidays, employee records, and daily work connected to the same organization.
Collaboration built in
Move between channels, direct messages, notifications, email, and meetings while the surrounding work stays close.
AI inside the workspace
Use Alizia where work happens instead of sending sensitive context through a disconnected browser tab and copying answers back.
Automation with operational context
Route ownership, evaluate conditions, coordinate approvals, retry work, and preserve execution history around real records.
Controls across every module
Apply workspace boundaries, roles, permissions, and accountable activity to more than a single sales pipeline.
A workspace for every responsibility
Different teams. One source of momentum.
Give each role a focused way to work while leadership keeps a connected view across the organization.
Leadership
See the business, not another data silo
Bring revenue signals, delivery progress, team operations, and activity into dashboards that help leaders spot what needs attention.
Sales & success
Keep every relationship moving
Manage leads, contacts, companies, deals, communication, ownership, and next actions from one customer context.
Project teams
Turn commitments into delivery
Plan projects and tasks, coordinate files and conversations, track deadlines, and make responsibility visible.
People teams
Operate with clarity and care
Support employee records, attendance, leave, departments, positions, holidays, documents, and work reporting.
From signal to action
Automation that understands the workflow around it.
Coordinate repeatable work with triggers, conditions, branching, delays, approvals, ownership, retries, and execution history.
Trigger
A business event starts the workflow.
Decide
Conditions route the next action.
Coordinate
Assign, notify, wait, or request approval.
Track
Keep the execution outcome visible.
How Webbly works
A shared rhythm for the whole company.
Connect the daily details to the bigger picture without forcing every team into a disconnected system.
Start building your workspace- STEP 01
Set up your workspace
Create the organization, invite the team, and shape roles and access around how your business operates.
- STEP 02
Connect the work
Bring projects, customers, conversations, files, calendars, and people operations into one shared context.
- STEP 03
See progress and act
Use dashboards, reports, routing, automation, and Alizia AI to surface what needs attention next.
Built around your business
Your workspace should feel like yours.
Adapt Webbly to your teams, responsibilities, and operating rhythm without scattering work across another collection of disconnected tools.
One platform, your operating model
Configure the experience while preserving one connected source of context.
Shape your workflows
Configure repeatable processes, routing, approvals, and ownership around how your team works.
Focus every dashboard
Bring the metrics and operational signals that matter to each role into view.
Define access precisely
Align roles and permissions with real responsibilities instead of one-size-fits-all access.
Connect the modules you need
Use one operating context across CRM, projects, people, communication, files, and reporting.
Custom rolesWorkflow rulesTeam structuresDashboard focusWorkspace settingsNotification preferences
Roles and permission sets
Workflow triggers and conditions
Approval and ownership paths
Team and department structures
Dashboard focus by responsibility
Notification preferences
Module access by role
Workspace and organization settings
Connected AI provider configuration
Communication without the context switch
The conversation stays beside the work.
Keep messages, meetings, email, alerts, and shared context inside the same operational workspace.
From a notification to a chat, from a chat to a meeting, and from a meeting back to the task that started it.
Channels & direct messages
Organize team discussion while preserving focused one-to-one communication.
Meetings & rooms
Move into live video and audio collaboration from the same workspace.
Connected email
Keep external communication closer to customers and operational follow-up.
Actionable notifications
Bring important changes and next actions to the people who need them.
Security across every layer
Protection should be part of the architecture.
Webbly combines workspace boundaries, authenticated access, server-side authorization, validation, secret isolation, and accountable activity—without turning everyday work into friction.
Layered controls connected to the work
Workspace-scoped data
Business records stay associated with the correct organization and workspace context.
Permission-aware access
Explicit roles and permissions control who can view and manage protected work.
Accountable activity
Important actions remain visible through activity history and operational records.
Backend-only secrets
Sensitive service credentials remain on the server instead of being exposed to browsers.
01 · Identity
Authenticated sessions establish who is entering the workspace.
02 · Tenant boundaries
Workspace context keeps organizational records associated with the right business.
03 · Authorization
Explicit permissions determine which protected actions and records are available.
04 · Validation
Server-side rules validate requests instead of trusting browser state alone.
05 · Secret isolation
Sensitive provider credentials remain on the backend rather than in client bundles.
06 · Accountability
Activity and operational histories help administrators review important changes.
Trust through transparency
Know the policies behind the platform.
Important product information should be easy to find before you create a workspace. Explore how Webbly explains privacy, service use, cookies, payments, refunds, and acceptable use.
Privacy
Understand what information is processed, why it is needed, and the choices available to you.
Read Privacy PolicyClear service terms
Review the rules that govern workspace access, subscriptions, responsibilities, and service use.
Read Terms of ServiceCookie choices
See how essential storage and optional technologies are described for public visitors and customers.
Read Cookie PolicyPayment transparency
Check payment-security information alongside refund and cancellation terms before choosing a plan.
Review Payment SecurityQuestions, answered
See if Webbly fits the way you work.
Explore the essentials, then review pricing or contact the team when you are ready to go deeper.
Talk to WebblyWhat can my team manage in Webbly?
Webbly connects CRM, projects, tasks, communication, files, calendars, people operations, reporting, automation, and AI in one workspace. Available actions still depend on each member's role and permissions.
Is Webbly only a sales CRM?
No. Customer relationships are one part of a broader operating workspace that also supports delivery, collaboration, employee operations, reporting, and repeatable workflows.
Can access be configured for different teams?
Yes. Workspace roles, explicit permissions, project membership, and organizational structure help align access with each person's responsibilities.
Where can I review privacy and service policies?
The public Legal Centre includes the Privacy Policy, Terms of Service, Cookie Policy, Acceptable Use Policy, Refund and Cancellation Policy, Payment Security information, and Legal Notice.
Ready when your team is
Put your business on the same page.
Create a Webbly workspace for your organization, or sign in to continue where your team left off.