Manage Your Sales
with Workiom CRM

Tailor the perfect workflow for your sales process, collaborate better and automate your repetitive tasks.

From The First Contact to Invoice

Improve the efficiency of your sales process.  Focus on closing deals. 

Agency Process Automation
Remote Agency Work Management

Remote Working with Cloud CRM

Access your data everywhere and manage your Clients and Deals on the go. Gain clear visibility into status of your sales performance. Your data has never been safer with our state of the art security.

The Power of Workiom

Simple, Flexible and Powerful CRM Features

Contact Management

Gather crucial customer data and segment your contacts into groups to organize and better cater to their needs.

Pipeline View

Qualify your leads, score your opportunities, and identify customers that are most likely to convert. Improve the efficiency of your sales process.

Calendar View

Manage your planned interactions; follow-ups, phone calls, emails. Get reminder, keep track of your customer interactions on each stage of the sales pipeline

Task Management

Efficiently attribute one or more leads to any of your team members. Automatically create tasks for CRM leads, deals. Track the workload of your team. 

Activity Log

Keep an open record of all changes, edits, and additions made to your data. All actions are recorded by time and responsible. Enforce accountability with no extra efforts and money.

Commenting

Add notes, share insights, ask questions, send updates about leads.. Collaborate easily with comments section, stay on the same page with your team. 

Linking Data

Make smart connections between leads, deals, orders, payments and all other related data. Never ever maintain isolated data anymore.

Advanced Filtering

Narrow your search results and navigate through your data by applying Workiom powerful filters. Save your favourite filters to create your views.

Reporting

Create and export appealing and summarized reports & dashboards for executive management teams. Never lose track of sales and performance metrics

Automations

Create workflow rules and processes to automate complex business processes. Trigger instant actions and follow up better with workflows and sales automation.

Customization

Create as many pipelines as you like. Add or remove as many fields as your business needs. Design your tailor-fit CRM with the data and processes that matters only.

Quote Management

Generate, review and share quotes for your customers. Improve order processing capability, sales visibility with automated quote processes.

Mobile CRM

Use Workiom app for Android or MacOS to access your data anytime and anywhere.

File Sharing

Safely save and attach files to your contacts and deals, and share among your team members in a reliable environment.

Integration with zapier, asana, mailchimp, jira

Integrations

Workiom allows you to send and receive data with over 1500 other cloud service. Bring all your customer data to one central place with our powerful integration tools.

Advanced Access Control

Workiom enables the creation of different access rules to reflect your organizational structures. You can control who can see or edit which apps, lists, even columns. You can allow your sales agents or account managers to see only the contacts and tasks that were assigned to them.

Agency Access Permissions
Agency Task Management

Happy Customer Use Cases:

  • Keep track of ongoing deals and incoming opportunities.
  • Manage portfolios.
  • Generate quotes and track of payments.
  • Schedule briefings and gather the right customer data.
  • Keep track of ongoing deals and incoming opportunities.
  • Manage portfolios.
  • Generate quotes and track of payments.
  • Schedule briefings and gather the right customer data.
  • Outreach to potential beneficiaries and students.
  • Maintain a detailed database of courses, students, and teachers.
  • Schedule courses and exams.
  • Track student registration and payments.
  •  Saveguard all teaching materials in one place.
  • Outreach to potential patients.
  • Maintain two pipelines, one for sales and for operations.
  • Keep track of your patients satisfaction rate post operations.
  • Schedule logistics and procedures.
  • Manage marketing efforts and campaigns.
  • Keep a database of properties and all their specifications.
  • Schedule visits, appointments and project tours.
  • Maintain a detailed database of potential buyers and sellers.
  • Manage marketing efforts and campaigns.
  • Generate, review and share quotes with perspectives.
  • Keep a detailed list of offers and packages.
  • Use online forms for gathering customer information.
  • Generate consolidated statistics and reports on customer and booking data
  • Schedule logistics and bookings with partners and customers.
  • Maintain a detailed database of travellers and customers.