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.

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.
Three products, one line from enquiry to sale
One inbox, one owner per chat
Every WhatsApp conversation in the Team Inbox, assigned to a salesperson.
- Shared inbox
- Assignment
- Reply-time alerts
A pipeline with reminders
Every enquiry is a deal on the board, with tasks and due-date reminders.
- Deals board by stage
- Tasks with reminders
- Overdue tasks flagged on the card
See where deals stall
The sales funnel shows conversion and the median time in each stage.
- Step-by-step conversion
- Median time in stage
- Click through to the deals
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.
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