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Track your pipeline & close deals with Workamajig's end-to-end CRM

Capture new business opportunities, schedule follow-ups, and instantly generate projects with Workamajig's easy-to-use, integrated CRM
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OPPORTUNITIES

Track leads, conversations, potential revenue & more

Workamajig makes it easy to track leads from first contact to confirmed project and beyond. Integrate Wrokamajig's CRM into your sales workflow, stop opportunities falling through the cracks, and better predict your future revenue and resourcing needs.  

Manage new business using Opportunities in Workamajig
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Turn leads into contacts

Turn inquiries into company contacts with full conversation history 

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Full pipeline visibility

See opportunities by stage, status, and probability to close
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Set goals & track performance

Create goals for your team and track deals against target revenue

GENERATE ESTIMATES

Turn opportunities into live projects

Easily move a contact through your entire sales workflow, from start to finish. Send prospects estimates from your project templates, or create one from scratch. Get approval, create a live project, and have everything ready for project manager... all from Workamajig's sales dashboard. 

WMJ - Estimating Opportunities 20180806 (1)
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Create an estimate in seconds

Editable project templates include hours, labor, expenses & more 

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Make the project live

Route for approval & prepare a client record with key billing details 

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First contact to final invoice

See the full story from new lead to client profitability 

All-in-one platform

Your fully-integrated sales solution

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Sales Dashboard

Get a complete overview of your pipeline & spot opportunities needing attention
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Email integration

Record all sent and received email fr a contact & never miss what's been discussed
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Calendar integration

Sync your Outlook, Google, or iCal Calendar in Workamajig & keep everything in one place

What happens when all your agency management tools are fully integrated?

More profit. Less stress.
That’s Workamajig.

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Questions? We're here to help: sales@workamajig.com
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