CRM & Clients

Win more business.Without a Salesforce.

Every contact, deal and conversation lives in one visual pipeline. See the full picture, track progress, and never let an opportunity slip through the cracks.

workzuite.com/crm/deals
Why teams switch

A pipeline you can actually see.

Sales pipeline

Unlock sales success with a pipeline built for how you sell.

Visualize your sales pipeline, track deal progress, and manage contacts efficiently so more leads become loyal customers.

  • Visual deal pipeline from lead to close
  • Automated follow-ups so no opportunity goes cold
  • One view of every client and every touchpoint
Start selling in Workzuite
Insights

Real-time performance insights that sharpen your strategy.

Track key sales metrics, monitor team performance, and generate insightful reports to understand what’s working and what needs to change.

  • Track key sales metrics and team performance as they happen
  • Reports that show what’s working and what isn’t
  • Make decisions from data, not gut feel
Explore reporting
What’s inside

Everything a sales team needs to close.

Contact management

Every customer, lead and conversation in one searchable record.

Deal pipeline

Drag-and-drop stages so you always know what’s about to close.

Custom sales stages

Adapt fields and stages to match how your team actually sells.

Automated follow-ups

Scheduled nudges so warm leads never go cold from neglect.

Team performance reports

See win rates, pipeline value and rep activity at a glance.

Customer insights

Full history of every touchpoint so nobody starts from zero.

Agentic WorkMates

Farai follows up so you don’t have to.

Hire Farai, your Sales WorkMate, to add leads and follow up every one on the schedule you set. It sends the follow-up while you’re busy closing the next deal, so warm leads never sit ignored in your pipeline. USD 10 a month.

Meet the WorkMates
workzuite.com/workmates