Workpex CRM

Workpex CRM helps businesses organise enquiries, manage follow-ups and track sales activity in one place. Give sales teams, managers and business owners clearer visibility into leads, customer conversations and field activity—so fewer opportunities are missed and teams can focus on moving deals forward. WHO IT'S FOR Sales managers who need visibility into team activity and performance Field sales teams who visit customers and need to keep activity records up to date Business owners who want enquiries tracked from first contact through the sales process Growing businesses looking to replace scattered spreadsheets and notes with a shared CRM CENTRALISED LEAD MANAGEMENT Keep enquiries organised in one place and make it easier for your team to manage ownership and next steps. Capture, assign and track enquiries from a central lead list Assign leads to salespeople and see who is responsible for each opportunity Connect customer communication through supported WhatsApp integration Keep lead-related documents organised and accessible from the relevant records Integrate with platforms such as Meta and Google Ads, along with other supported platforms, to help bring lead sources and sales activity together FLEXIBLE SALES PIPELINE AND FOLLOW-UPS Track leads through stages that reflect the way your business sells. Pipeline stages can be customised to suit your process and industry. View each lead’s current stage and identify the opportunities that need attention Use stages such as New Lead, Contacted, Follow-up, Opportunity, Won and Lost as examples—not fixed stages Keep follow-ups visible so the team can prioritise the next action CALL TRACKING AND HISTORY Keep customer call activity connected to lead and customer records to support more informed follow-ups. Review call history associated with leads Refer to previous conversations when preparing for the next interaction SALES TEAM VISIBILITY Review calls, activities and follow-ups recorded by the team Monitor salesperson activity and performance Identify overdue or missed follow-ups and take action sooner GPS-BASED FIELD SALES TRACKING Track field activity and customer visits using location features Improve visibility into on-ground sales activity Understand how field activity aligns with sales follow-ups WHY WORKPEX SALES CRM? Manage leads, calls, follow-ups, documents and team activity in one place Reduce missed opportunities with follow-up visibility and stagnant-lead alerts Make more informed decisions with sales reports and activity insights Adapt pipeline stages to the way your business operates Connect lead generation and sales workflows through supported platform integrations Workpex CRM brings lead management, team activity and reporting together to help your business stay organised, respond to enquiries and move opportunities forward.