Workeron CRM: CRM software for small businesses
From first lead to paid invoice
Leads, deals, quotes and invoices on one record.
- Leads
- Deals
- Quotes
- Invoices
Lead in
cash out
Bring your data in
Import leads, contacts and companies by CSV, then add the fields and stages you sell with.
Connect the inbox
Sync Gmail or Outlook and share booking links, so meetings land on the record.
Quote, win, invoice
The customer accepts the quote online, the deal is won and the invoice drafts itself.
- 01Import
- 02Connect
- 03Win
Inbox sync? Sure.Booking links? Check.Rotting deals? Flagged.
Everything between the lead and the payment
Leads and conversion
One step turns a lead into a contact, a company and a deal.Kanban pipelines
Stage probabilities, and rotting deals flagged before they go cold.Email and booking links
Gmail and Outlook sync, templates, and sequences that stop on reply.Quotes and invoices
PDF quotes with taxes and discounts, accepted online.Forecasts
Forecasts against targets, dashboards and saved views.Automation
Lead scoring, round-robin assignment, workflows and webhooks.
What is Workeron CRM?
Workeron CRM is customer relationship management software for small and growing businesses. It keeps every lead, contact, company and deal on one record, and carries each one from first enquiry to quote, invoice and payment.
Your team works the pipeline on a kanban board with stage probabilities, and deals that stall are flagged before they go cold. Gmail and Outlook sync puts every email and meeting on the right record, booking links let customers pick a time, and quotes with taxes and discounts are accepted online before the invoice drafts itself.
Because Workeron CRM shares one login and one database with Workeron Forms, Marketing and HRM, a form response becomes a lead, a saved view becomes a campaign audience, and nobody keeps a second spreadsheet.
Who it’s for
- Small sales teams moving off spreadsheets or a shared inbox
- Service businesses that quote, invoice and follow up by email
- Growing companies that want CRM, forms and email marketing on one login
Frequently asked questions
Does Workeron CRM work with Gmail and Outlook?
Yes. Connect a Google or Microsoft 365 mailbox and Workeron syncs emails and calendar events onto the matching leads, contacts and deals. You can send email from the CRM and disconnect the mailbox at any time.
Can I import my existing contacts and leads?
Yes. Import leads, contacts and companies from a CSV file, map the columns to Workeron fields, and export them again to CSV or Excel whenever you need to.
Can I send quotes and invoices from the CRM?
Yes. Build a quote with products, taxes and discounts, send it as a PDF, and let the customer accept it online. An accepted quote marks the deal as won and drafts the invoice.
How does Workeron CRM assign and score leads?
Lead scoring rules rank leads by fit and activity, and round-robin assignment shares new leads across your team. Workflows and webhooks handle the follow-up steps you would otherwise do by hand.
What happens if someone deletes a record by mistake?
Deleted leads, contacts, companies and deals can be restored by anyone with the restore permission, so a slip of the mouse never loses a customer.