Solutions by goal

Stop leads slipping through the cracks

Every enquiry becomes a record with an owner, a next step and a reminder, so follow-ups don't depend on someone's memory.

Deals pipeline as a board with columns for New enquiry, Contacted, Site survey booked and Quoted; each card shows the deal amount, owner and time in stage.

Demo dataDeals pipeline. Fictional deals.

Why it's hard today

Enquiries everywhere

Personal WhatsApp, calls and forms, with no single list.

Follow-ups from memory

Whether a quote gets chased depends on who remembers.

History walks out the door

When a salesperson leaves, their chats and notes go with them.

Stuck deals nobody sees

No view of which deals have sat in the same stage for too long.

Before and with WorkLink

Before

Spreadsheets and personal phones

  • No single list of enquiries
  • Follow-ups remembered, or not
  • Chats leave with the staff member

With WorkLink

Stop leads slipping through

  • Every enquiry on the board with an owner
  • Tasks with due-date reminders
  • Chats and notes stay on the customer's record

Click around the live demo

The live demo is the WorkLink CRM with a fictional company's data. Open any number on the Owner Dashboard to see the records behind it.

Owner Dashboard with headline numbers for new enquiries, real cost per enquiry, deals won, win rate and median first reply, a weekly chart of enquiries by source, and a sales funnel.
Demo dataOwner Dashboard. Brightway Aircon is a fictional company.

Start with an Ads Check

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