Feature

No enquiry goes cold because someone forgot to call

Log every call, visit, message, and email against a lead, record what came of it, and schedule the next touch — with overdue follow-ups surfaced automatically.

What you get

  • Log calls, site visits, messages, emails, and notes
  • Record conversation notes and the outcome
  • Schedule the next follow-up in one tap
  • Overdue, due-today, and upcoming labels on every lead
  • Dedicated overdue filter on the leads list
  • Move a lead to the next stage while logging the call

Quick scheduling, not a date picker

Tomorrow, in 3 days, or next week — the common choices are one tap, so reps actually set a next step instead of skipping it.

Overdue work surfaces itself

A lead reads "Overdue by 3 days" or "Due today" right on the list, and the overdue filter pulls up everything slipping at once.

A full history per lead

Every follow-up stays on the lead with its type, notes, outcome, and who logged it — so anyone picking it up knows the story.

Mobile Apps

Download WorkTree for Android & iOS

Get the WorkTree app on your phone. Workers check in from the field, owners manage payroll and teams — all from one app built for Indian SMBs.

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