CRM & Lead Tracking

Without customers, you don’t have a business. WorkGuru let’s you track everything from your notes on clients, through to your Leads, Quotes and Invoices in our powerful but simple platform.

CRM and Lead Tracking

Sales & CRM Tools

Track every lead, contact and quote and know how much you stand to win with powerful sales reporting tools. WorkGuru gives you the tools to make CRM easy.

Lead Tracking

View all your active leads and manage your wins, losses and every stage before. View the lead owner, name and more information with easily searchable records.

Track Quotes

Track the quotes sent and won against your client records. Generating detailed quotes quickly and keep them as part of your client history.

Historic Data

Keep track of all quotes, projects, assets and notes created for your clients in one place. Information is easy to save and easy to find again when you need it.

Get What YOU Need from WorkGuru's CRM

A great CRM keeps it simple, and lets you track what you need in one place. Keep an eye on your clients, the people who work for them, your Sales Pipeline, your Customer Revenue and whatever else is important to you.

WorkGuru gives you the power to customise your client records, your lead stages, and your reports, so you can configure it to show you what you care about, not what someone else thinks you should!

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Document Management

Keeping your documents together on a job is crucial to knowing what’s happening.

Document Management

Whether it’s your email communication, or variations being signed off – WorkGuru lets you attach them straight to the job for ease of reference, at any time.
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Quoting

Get your sales process started on the right foot, by generating a detailed formal quote for your clients.

Quoting

WorkGuru lets you forecast your costs and your margins as you go, to make sure you’re never in the red before you start!
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Forms

WorkGuru Forms let you answer a few questions, and quickly generate a time-stamped PDF to keep a record of job activities.

Forms

Whether you’re signing a SWMS, getting a client to sign off on timesheets, or delivery dockets, we’ve got you covered.
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Reporting

With over 40 Standard Reports, and a Custom Report Builder Everything you ever needed to know about your business is available at your fingertips.

Reporting

With over 40 Standard Reports, and a Custom Report Builder Everything you ever needed to know about your business is available at your fingertips.
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We Integrate With Great Partners, to Give you More Power at your Fingertips

WorkGuru.io integrates with a number of other business apps and software including Xero, QuickBooks and more. Check out the full list of integrations here.

Ready to get started?

Reach out today to get a free WorkGuru.io demo