What it does
- Know where it came from
- Website forms, including the WordPress plugin, create deals. Each deal records its source, and WhatsApp conversations can be linked to it.
- Follow-up reminders
- A next step and due date on every open deal, with a nudge when it passes.
- Into the work
- Turn a deal into a quote, a project or a job in one step.
Switched on from the start for
- Marketing, digital or creative agency
- Consultancy or professional services
- IT support or managed services
- Wholesale and distribution
- Caterer, event planner or venue
- Estate agent
- Courier, delivery or freight
Any other workspace on a qualifying plan can switch it on in Settings.
More in win the work
Follow up every enquiry, send the quote, get it approved and signed.
Quotes, invoices and credit notes
VAT-ready quotes, tax invoices and credit notes from your price list, as branded PDFs with a link your customer can accept or pay from.E-signatures
Send quotes, leases, mandates and other PDFs for signature by email, with a one-time code, a tamper-evident audit trail and a signed certificate.Proofing and approvals
Share a design or document version with a client for pinned comments and a recorded approval, version after version.
Try every feature free for 7 days
No card needed. Pick your kind of business and Workpool switches on the tools it needs. After the trial you stay on the free Starter plan unless you choose a paid one.