Keep quotes, follow-ups, client emails, and internal notes all in one view—so your team always knows what's happening and what's next.
Sync emails instantly
No more inbox digging. CC WorkGuru and every email is logged against the right lead. No more digging through inboxes.
Win more work, hassle-free
Set reminders for follow-ups to ensure timely check-ins—keeping your pipeline moving and your deals on track.
Turn quotes into jobs
Won the job? Convert a lead into a project or invoice in one click—no double entry, no wasted time.
What does WorkGuru lead management do for you?
Lead tracker dashboard
Stop juggling spreadsheets and sticky notes. WorkGuru gives you a real-time view of your entire sales pipeline in one place.
Easily filter leads by status (Hot, Won, Lost, Pending), owner, or category so you can focus on the deals that matter most. Whether you're checking on new enquiries or tracking open quotes, you’ll always know what’s next.
WorkGuru lets you set activity reminders for calls, emails, or meetings, and sends alerts directly to your dashboard. That way, your team never forgets to check in on a lead, keeping the pipeline active and deals moving forward.
“We've increased our throughput by 100%, and thanks to WorkGuru I haven't put on any additional staff in the office".
Arron MacCue
Director & Owner at FWR
Lead management FAQs
What is lead management software?
Lead management software helps businesses track, organize, and follow up on leads efficiently. Instead of using spreadsheets or manual reminders, a system like WorkGuru keeps all your client interactions, quotes, emails, and follow-ups in one place—so you never miss an opportunity to turn a lead into a job.
Why do construction, fabrication, and engineering businesses need lead tracking?
Staying on top of potential jobs is crucial for businesses handling high-value, project-based work. WorkGuru makes it easy by tracking every enquiry, automating follow-up reminders, organizing client emails and documents, and converting leads into jobs or invoices in one click—so no opportunity slips through the cracks.
Why isn't a standalone CRM enough for construction, fabrication, and engineering business?
A CRM is excellent for tracking customer interactions but does not handle project management, cost tracking, scheduling, or job profitability, which are crucial for construction, fabrication, and engineering businesses. WorkGuru goes beyond a CRM by turning leads into jobs, tracking materials and labour costs, and connecting everything—from sales to invoicing—in one system. If you use a CRM while managing job details separately, you are doubling your workload.
Why is a job management system with built-in CRM better than a separate CRM?
Most CRMs focus on managing customer relationships, but they don’t handle the whole job lifecycle—which means extra work and disconnected systems. With WorkGuru’s job management software + CRM integration, you get one platform that tracks leads, quotes, job progress, and invoicing—all in one place. A CRM alone won't cut it for construction, fabrication, and engineering businesses. WorkGuru keeps your sales and project management connected so you win more jobs—and deliver them profitably.
Start simplifying your work today
Try WorkGuru with a free trial tailored to your needs and see why it’s the ideal job management software for you!
