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.
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!
Explore more features
Document Management
Document Management
Quoting
Quoting
Forms
Forms
Reporting
Reporting
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