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Customize your pipeline stages to reflect your unique sales process. Instantly forecast revenues based on deal values and closing probabilities.
No more guesswork. See the entire sales game in one view, from promising leads to almost-done deals.
Team View for The Win
Get a quick overview of each team member's performance. Save time and ditch the constant update meetings.
Sales Health, At a Glance
Focus your energy effectively with an in-depth look at each stage. Know exactly where to invest your time for maximum impact.
See Your Sales, Stage by Stage
Track every lead and deal in their specific stage and process. Eliminate the hassle of sifting through emails or jumbled spreadsheets.
How Context Switching Leads to Lost Productivity
See all leads and team performance in one comprehensive chart.
Zero in on individual agents or switch between your different teams.
Click a sales stage to drill down to individual leads within that stage.
Bring your critical documents and files right into your work activities. Link to contacts, projects, sales and more.
Assign people across multiple teams and create workgroups to keep everyone on track across operations.
Control access to work activities with edit, view and hide permissions. Manage permissions at a granular level.
See how WORKetc can WORK for your business
All-in-one CRM with project management, billing, sales and more.