Lead & deal management
- Lead capture from forms and manual entry
- Convert leads to clients in one click
- Deal pipeline with custom stages
- Track deal value, close date, and owner
CRMLive
Every lead, followed through.
Pipeline and client history built for firms that sell engagements—not products.
Engagement-led sellingFull client history
Open pipeline₹12.4L
Won this month₹6.5L
Follow-ups8
Acme Consulting₹4.2LProposal sentToday
Mehta & Co₹2.8LNegotiationTomorrow
Northstar Labs₹3.4LQualifiedFriday
Avani Partners₹2.0LDiscoveryMonday
Key features
What CRM does for your firm.
Keep every opportunity, next action, and client relationship visible—from first conversation to signed engagement.
Activity & follow-ups
- Tasks, reminders, and follow-up nudges
- Activity timeline per lead and client
- Notes, calls, and meetings logged
Client records
- Company and contact records
- Engagement history per client
- Proposals and quote tracking
- Tagging and segmentation
Team & visibility
- Role-based access controls
- Pipeline reports and dashboards
- Saved filters and shared views
- Lead assignment and ownership
CRM FAQ
Questions about managing your pipeline in CRM.
How Workplate helps professional services firms move from a first conversation to a lasting client relationship.
Workplate CRM is designed around engagements and relationships. It keeps proposals, follow-ups, contacts, and past client work together instead of treating every sale like a product transaction.
Yes. Your firm can create pipeline stages that reflect its own sales process, then track deal value, expected close date, and ownership through those stages.
A lead can be converted to a client in one click. The relationship history stays available so the team can see the conversations and context that led to the engagement.
Tasks, reminders, and follow-up nudges keep next actions visible. Calls, meetings, notes, and other activity are recorded in a timeline for each lead and client.
Yes. CRM includes role-based access controls, lead assignment and ownership, saved filters, shared views, and pipeline reports for the people who need them.
See what a firm-first pipeline feels like.
A focused 30-minute walkthrough, shaped around how your firm wins and grows client engagements.
Book a CRM demo