Workeron CRM
From first lead to paid invoice
Leads, deals, quotes and invoices on one record.
- Leads
- Deals
- Quotes
- Invoices
Lead in
BoardListForecast
Saved view: My open deals+ Deal
12,700 · 2
Brightline StudioSK
8,5003d
Cedar HealthMJ
4,2006d
18,800 · 2
Orbit LogisticsMJ
12,0002d
Halden & CoSK
6,800Rotting · 21d
31,600 · 2
Mistral LabsAR
22,0004d
Parkside RetailMJ
9,6001d
19,400 · 2
Quayside FoodsSK
14,000Won
Kestrel FoodsAR
5,400Won
Northwind TradingAR
18,000Today
Quote Q-0142Sent
Implementation12,000
Licences × 206,000
Tax · GST 18%3,240
Total21,240
Awaiting customer · PDF sent
Quote Q-014221,240
Accepted
Accepted online by the customer. Deal moves to Won.
Invoice INV-0087 drafted from the accepted quote
cash out
Bring your data in
Import leads, contacts and companies by CSV, then add the fields and stages you sell with.
Connect the inbox
Sync Gmail or Outlook and share booking links, so meetings land on the record.
Quote, win, invoice
The customer accepts the quote online, the deal is won and the invoice drafts itself.
- 01Import
- 02Connect
- 03Win
Workeron CRM
Inbox sync? Sure.Booking links? Check.Rotting deals? Flagged.
Everything between the lead and the payment
- Leads and conversionOne step turns a lead into a contact, a company and a deal.
- Kanban pipelinesStage probabilities, and rotting deals flagged before they go cold.
- Email and booking linksGmail and Outlook sync, templates, and sequences that stop on reply.
- Quotes and invoicesPDF quotes with taxes and discounts, accepted online.
- ForecastsForecasts against targets, dashboards and saved views.
- AutomationLead scoring, round-robin assignment, workflows and webhooks.