Sales CRM
Your pipeline, your quotes and your jobs — all connected
A disconnected CRM creates work. WorXflo's built-in Sales CRM connects your pipeline directly to job management and invoicing — a won quote becomes a live job in one click with no re-keying.
What the Sales CRM covers
From first contact to active customer
Prospect Management
Track every prospect from first contact through to onboarding. Monitor lead status, log interactions and see the full history in one place.
Timely, Accurate Quotes
Issue professional quotes from the prospect record with configurable labour rates and material mark-ups per customer.
Automated Follow-ups
Set automated reminders so no lead goes cold. Stay on top of every conversation without relying on memory or a separate task list.
Pipeline Visibility
A clear pipeline view shows where every lead stands and which opportunities need attention — so managers can coach and prioritise.
Performance Analytics
Track conversion rates, deal values and pipeline velocity. Identify bottlenecks based on real data rather than instinct.
Quote to Job in One Click
Won a quote? Convert it to a live job instantly — customer details, rates and history carry across automatically.
Customer-Specific Rates
Configure labour rates and material mark-ups per customer. Every quote and invoice priced correctly without manual calculation.
Connected to Operations
WorXflo CRM lives in the same platform as job management and accounts — zero handover friction between sales and delivery.
See WorXflo in action
One platform. One monthly fee. All 15+ features included — from £300/month for up to 25 users.