CRM & Leads. Every lead, one pipeline, zero drop-offs.
Capture enquiries from web, WhatsApp and email, move deals across a drag-and-drop pipeline, and convert to quotations and orders without retyping a thing.
New 2
Quotation 2
Won 1
Everything in CRM & Leads
Included in the module and connected to the rest of WorkOSync out of the box.
Open, Interested, Quotation, Converted. Drop a deal and the status writes straight back to the engine.
Website forms, WhatsApp and email land in one inbox with source, owner and next step.
Turn a deal into a quotation, then a sales order, then a tax invoice. Same record, no re-entry.
Due-today nudges and stale-deal alerts so nothing goes quiet.
A weighted pipeline by stage with value and win probability, so the forecast is a number, not a guess. Convert a won opportunity straight to a quotation.
Group leads into campaigns, track cost per lead and which campaign actually produced closed revenue.
Every quote, order, invoice, payment and note for an account on one profile.
Conversion by source, by rep and by month. Know what actually closes.
Three steps, no retyping
Leads arrive from your website form, WhatsApp, email or a quick add. Source and owner are set automatically.
Drag deals across stages, log calls and notes, and let reminders chase the follow-ups.
Turn the deal into a quotation, then an order, then a tax invoice. Nothing is retyped.
From first message to signed order
Sales sees the full history and finance sees the same numbers, because it is one system.
- Drag-and-drop pipeline
- Lead capture
- Quote in one click
- Follow-up reminders
Questions about CRM & Leads
Can I import my existing leads?
Yes. Upload an Excel or CSV with names, companies, phones and emails; we map the columns and de-duplicate.
Does WhatsApp really land in the pipeline?
Messages from new numbers create a lead and attach the conversation. Existing contacts attach to their record.
Can I customise the stages?
Stages are editable per company and map to the engine's lead statuses so reporting stays correct.