Sales & CRM
Know who you’re talking to – and what’s happening next.
Keep customers, leads, quotes and follow-ups together so good opportunities do not disappear into someone’s inbox.
Overview
Keep the customer, the opportunity and the quote together until the job is won.
Sales in a job-based business is usually pretty simple. Someone asks for work. You work out what they need. You quote it. You follow it up. You win it or you don’t.
The hard part is keeping track when there are twenty, fifty or a hundred of those conversations happening at once.
WorkGuru keeps the customer, contacts, leads and quotes together so you can see what is open, what needs an answer and what should happen next.
What’s inside
Everything in CRM
Client Management
Keep the company, contacts, quotes and jobs together so you are not starting from scratch every time they ring.
Contact Management
Keep the people you deal with attached to the client they belong to – and keep their details where the team can find them.
Lead Management
Put new opportunities somewhere visible, give them an owner, and keep track until you know whether there is a job there.
Sales Pipeline
See leads and quotes across the sales workload so the next few months are not a complete surprise.
Quoting & Estimating
Put the hours, materials and other costs behind the price – then keep that quote connected when the job is won.
Quote Templates
Start with the labour, products, wording and structure you normally use – then change it for the job in front of you.
Quote Management
Keep sent, open, accepted and lost quotes visible so the work after “Send” does not rely on memory.
Client Follow-Up
Keep the next customer action visible so quotes and enquiries do not sit quietly until someone remembers them.
The reality
Why you need it
A new enquiry comes in.
Someone needs to own it before it becomes an email nobody answers.
The customer has three people involved.
You need to know who actually makes the decision and who needs the quote.
A quote went out two weeks ago.
Nobody remembers whether anyone followed it up.
The same customer has several jobs going.
You need the history without digging through old messages.
Someone leaves the business.
Their customer knowledge should not leave with them.
The sales list lives in a spreadsheet.
It is only useful if someone remembers to keep it current.
How it works
How it works
01
Add the customer
02
Create the lead
03
Build the quote
04
Follow it up
05
Win the work
What you get out of it
What changes
Stop losing enquiries.
Give new opportunities somewhere to live.
Know what needs following up.
See the open conversations before they go cold.
Keep customer history with the customer.
Do not rebuild the relationship from old inboxes every time.
Move from quote to job cleanly.
Keep the sales side connected to the work that follows.
Make sales less dependent on one person.
Keep the information in the business, not just in someone’s head.
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Discovered their contract work wasn’t profitable.
We didn’t wanna pay 100 grand upfront for a program – but then we found WorkGuru.
Nick Mazzella, Administrator, Frontline Trays & Trailers
Fit
Will it work the way we do things?
“We are not a sales-heavy business.”
You do not need a big sales team to need a place for enquiries and quotes.
“Most of our work is repeat customers.”
That makes customer history useful. You can see what you have quoted and done before.
“Our owner does most of the selling.”
Fine. The point is making sure the information does not only live with the owner.
“We already use email for this.”
Keep email. WorkGuru gives the opportunity somewhere to live around the customer and quote.
By trade
Where this gets used
FAQs
CRM questions
Is WorkGuru CRM only for dedicated sales teams?
No. It is useful anywhere enquiries, quotes and customer follow-up need to be kept straight.
Can leads turn into projects?
The sales workflow is designed to move won work through toward the project without losing the information already captured.
Can we keep several contacts against one client?
Yes. That is the point of separating client and contact information.
Can we track quotes that are still open?
Yes. Quote management keeps the sales work visible while the customer is deciding.
Keep the next sale from disappearing.
Show us how enquiries and quotes move through your business. We’ll show you how that could sit in WorkGuru.