A pipeline that belongs to the business
Leads, deals, contacts and companies — connected to the projects they become and the invoices they produce.
- Every
- conversation on the company record
- Deal → project
- in a single click
- Zero
- pipeline lost when someone leaves
Everything in one module
No add-ons, nothing to integrate — shared data from day one.
Deals and stages
Value, owner, stage and close date — with the full history attached.
Companies and contacts
People roll up to organisations, so relationships outlast staff changes.
Leads
Capture, qualify, convert. Nothing forgotten in a notebook.
Vendors too
Track the companies you buy from alongside the ones you sell to.
Deals become projects
Win a deal and the project starts with the client already attached.
Invoice from the record
Bill the company you already have on file, in your currency and terms.
Four steps, start to finish
The path a piece of work takes through this module.
Leads, deals and companies
Stages with value and close dates
Vendors tracked alongside customers
- 1
Capture
Log the lead with source, owner and next action.
- 2
Qualify
Promote to a deal with value, stage and close date.
- 3
Close
Win it and spin up the project — or record why not.
- 4
Bill
Invoice the company from the same record.
Works with the rest of WorkOS
These modules share the same records — enter it once, see it everywhere.
See crm on your own data
A 30-minute walkthrough with your projects, your people and your numbers — not a sandbox.