Trial Setup - Test it yourself

Explore WorkLyft in a fully functional trial environment — no long-term commitment required. This trial setup helps you evaluate the platform with realistic data, understand key workflows.

Trial Environment Available:

You can request a sandbox instance of WorkLyft to test features in an isolated setup. It includes a basic company structure, sample data, and guided workflows — perfect for evaluation and stakeholder demos.

WorkLyft's Trial Includes:

Your trial instance comes pre-configured with:

• A sample company structure (employees, departments, roles)

• Example projects, budgets, and time allocations

• Realistic workflows for leave requests, approvals, billing

• A working Admin Dashboard (Retool-based) with demo data

• Optional JIRA / YouTrack integration simulation

• A limited set of users with varied access roles

What You Can Do in the Trial

• Navigate the Self Service portal as an employee

• Submit and approve leave requests

• View and manage projects and allocations

• Test the Admin Dashboard for HR/finance operations

• Generate reports and simulate monthly closures

• Upload a sample invoice and simulate approval flow

• View integrated helpdesk and asset management features

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Trial Setup Process

1. Request access via Proexe

2. Receive trial link and credentials

3. Explore the platform

4. Optional: Schedule a walkthrough

   We’re happy to provide a guided demo or Q&A with your team

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Trial Duration & Support

• Standard trial duration: 14 days

• Can be extended on request for internal evaluations or tenders

• Support included during the trial:

  • Live onboarding call (optional)

  • Email/chat support for technical or product questions

  • Feedback session after testing

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What Happens After the Trial?

You can choose to:

• Migrate from trial to production (keeping or resetting data)

• Move to a private cloud or on-premise deployment

• Customize roles, fields, and workflows for your actual team

Our team will help guide the transition smoothly — from sandbox to launch.

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We’ll set everything up for you — no technical work required!

Want to talk about WorkLyft?

Contact us to request your free trial environment (or simple to discover more):

Direct contant: [e-mail]

Company: [e-mail]