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CUSTOMER RELATIONSHIP management

Stay on top of every part of your sales, and operations life-cycle across the board.
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WorkGuru | Customer Relationship Management (CRM)

Lead Management that IS VITAL TO ANY BUSINESS.

Keep track of leads, generate, track and send quotes, stay on top of client info—all at once with just a few clicks or taps!
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Every Business Needs POWERFUL 
CUSTOMER RELATIONSHIP MANAGEMENT. With WorkGuru, you can have them.

Manage leads with ease

Imagine streamlined efficiency, where leads, forecasts, and activities mingle seamlessly. 

It's not just data; it's your secret sauce for accurate forecasting and proactive sales. 

Teams? They're in sync, effortlessly sharing and diving into insights. 

Customer interactions? Personalised customer relationship management to perfection. 

So, it's not just about tidying up; it's about unlocking your sales team's full potential in the most epic way possible!
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Lead Overview
Sample WorkGuru Quote

Generate quotes fast

Whip up, track, and shoot out your quotes fast!

WorkGuru makes quote generation a breeze.

Plug in your prices, sprinkle in your print templates, and watch our software go to work.

No more fuss – just quick, slick quoting that speaks your language.
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Get to know your clients

You want to know the deets: who they are, what's been cooking between you, and all the good stuff. 

Our tool spills the beans on your client relationships – it's like having a cheat code to ace the customer relationship management game!

It all comes down to having visibility on important client details so you won't lose track of those essential info.
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Client Overview screen showing multiple projects
WorkGuru | Customer Relationship Management (CRM)

Keep track of contacts

Juggling contacts for each client?

No sweat! With WorkGuru, it's like having a VIP guest list for each client.

Easily track who's who, so you're always in the loop.

No more contact chaos, just smooth sailing!

This allows you to save on time and effort because you won't have to scour through multiple places, just to view contacts!
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businesses who use workguru love it.

WorkGuru saves us over and over again on stock and staff time, plus we get so much visibility over what's happening and that helps us save too...We have one computer on the floor that manages all the staff's time and all of the projects - it couldn't be more simple!
MICHAEL
HYDROMECH
We love the ability to customise many of the features to suit our business and it has definitely had a positive impact on our understanding of what jobs make us money and what jobs don’t.
RHIANNAN
FORTUNA STRAIGHTLINE ENGINEERING
A lot of apps do one thing really well but could never do everything we needed. WorkGuru is just different...Things are just where you'd expect them to be, the whole platform is super intuitive. We've always felt that WorkGuru has our back. I'd happily give them a 10/10 for customer service.
NOLAN
CONVEYOR BELT COMPANY

Get started with your FREE 14-day trial today.

Explore WorkGuru's lead management feature with a free trial tailored to your industry and specific needs, and 
discover why it's the perfect Job Management Software solution for you!
Free 14 Day Trial
No credit card required
Cancel anytime
WorkGuru | Customer Relationship Management (CRM)
Great job management system. Ticks all the boxes for a Job Management Solution, which allows it to support job management across a wide range of industries. The WG team are pro-active and great to deal with - happy to assist with any questions, and very generous with their time and knowledge. Love working with the WG team.
Cassandra Scott
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No credit card required. Includes all premium features. 100% Local Support.