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Leads Management
Convert more leads into paying customers with accurate lead tracking
Get organized
Streamline your incoming leads
One central platform to easily manage and track your leads. Get insights and data to help you increase sales and avoid leads falling through the cracks.
New automation tools
Keep track of your success
Get detailed reports on which leads have been lost and which have been converted. The more information you have, the better you will be able to convert leads the next time they come in.
External Lead Generation
Stay on track and up to date
Track leads and job referrals as they come in from external lead sources. Easily communicate and convert them, and even auto-calculate referral fees.
REPORTS AND ANALYTICS
Improved reporting accuracy
Automatically organize external company leads in one place. Cut back on manual data entry and save time and resources.
20+
Hours saved per week
45%
Improved business efficiency
75%
Time saved on reporting
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I always recommend Workiz. It's incredible and has doubled our bookings and sales.