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.

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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