Feature
Every enquiry tracked from first contact to won
Capture enquiries, work them through a six-stage pipeline, and see exactly what your sales value is at any moment — for the whole team or a single field rep.
What you get
- Six-stage pipeline: New, Contacted, Qualified, Proposal, Won, Lost
- Live pipeline value and lead counts per stage
- Search by name, company, or phone number
- Filter by stage, site, or overdue follow-ups
- Capture company, address, phone, email, source, and deal value
- Attach products a lead is interested in
A pipeline your team actually works
Leads move through clear stages instead of sitting in a notebook. One tap changes a stage, and every change is stamped with who moved it and when.
Field reps see only their own
Employees work their assigned leads while owners see the whole board — the same screen, scoped automatically by role.
Know what the pipeline is worth
Deal values roll up into a live pipeline total, so you can tell what is in play without exporting anything to a spreadsheet.
Explore more features
Mobile Apps
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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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