Sales CRM Software
A disconnected CRM creates work — you win a job, then re-enter the details into your operations system. WorXflo's built-in Sales CRM connects your pipeline directly to job management and invoicing, so a won quote becomes a live job in one click with no re-keying.
Managing Your Sales Prospects
Track every prospect from first contact through to onboarding as a customer. Monitor lead status, log interactions, set follow-up reminders and see the full history of every prospect in one place — no separate CRM needed.
Timely and Accurate Quotes
Issue professional quotes directly from the prospect record, with configurable labour rates and material mark-ups per customer. Track quote status, follow up on outstanding quotes and convert to a job the moment you win.
Follow-Up Strategies
Set automated follow-up reminders so no lead goes cold. Sales representatives stay on top of every conversation without relying on memory or a separate task list.
Visibility into the Sales Pipeline
A clear pipeline view shows where every lead stands, which opportunities need attention and where deals are stalling — so sales managers can coach and prioritise effectively.
Performance Analytics
Track conversion rates, average deal values and pipeline velocity over time. Identify bottlenecks, understand which sources produce the best leads and refine your approach based on real data rather than instinct.
Connected to Operations
Because WorXflo CRM lives in the same platform as job management and accounts, every customer you onboard already has their rates, history and preferences in the system — no handover friction.
See WorXflo in action
One platform. One monthly fee. All features included — from £300/month for up to 25 users.