Manage leads, deals, and sales stages in single or multiple Spaces, ensuring complete visibility into opportunities. Use Views like Kanban, List, and Calendar to track follow-ups and key milestones efficiently.
Work smarter with Automations that schedule follow-ups, update statuses, and assign tasks automatically. Set up notifications and triggers to ensure every deal moves forward on time.
Keep client records, communication logs, and deal histories organized with Records. Store sales materials, proposals, and contracts in File Groups for easy access and seamless collaboration.
Use Dashboards to monitor team performance, revenue forecasts, and pipeline health. Visualize sales trends, identify bottlenecks, and make informed decisions with real-time data.
Use AI to draft sales documents, summarize replies, and create strategies.
Track sales data like lead source, deal size, and close probability with customizable fields.
Save time with preset sales fields.
Track sales, interactions, and milestones.
Stay organized with Board, Kanban, List.
Set alerts for key sales updates.
Get started instantly with Workcamp’s ready-made templates, helping you stay organized and focus on what matters most—your goals.
