SOL-01 · LEAD CAPTURE AND PRICING
Win the Lead First.
Capture. Price. Send.
Workely catches the lead from your website form and prices it from your own rules. Approve each quote, or turn on auto-send and it goes out on its own.
Built inside a working service company, and used there every day.
Price every quote
Or auto-send at 90%+ confidence
Follow-ups until they book
01 · THE PROBLEM
When a lead fills out a form, whoever replies first usually wins the job. But you are on a ladder, mid-job, or asleep. So leads sit for hours and go to the competitor who replied. Watching your inbox around the clock is not realistic for an owner-operator.
02 · THE SOLUTION
When a customer fills out your Workely form, Workely prices the job from your own rules and gets the quote ready with a link to book a time. You approve it, or turn on auto-send. Then it follows up at 1 hour, 1 day and 3 days. Your CRM stays the tool you run jobs in.
CAPABILITY MATRIX
How It Works
Form Capture
Every lead that fills out your Workely form lands in one place the moment they hit send, on its own page or embedded in your site.
Priced From Your Rules
Workely prices the job from your own pricing rules and gets the quote ready with a link to book a time. It never invents a number.
Your OK or Auto-Send
With auto-send on, a quote it is at least 90% confident in goes out on its own. Anything less certain waits for your OK.
Works Beside Your CRM
Workely runs alongside the CRM you already use. Your CRM stays the tool you run jobs in.
WORKFLOWS
Workflows for Lead Capture and Pricing
Capture
Catches each lead that fills out your Workely form
Price
Prices the job from your own pricing rules
Follow-up
Follows up at 1 hour, 1 day and 3 days until they book or say no
To the moon, founders.
Nothing charged for 30 days. Cancel anytime. The first 10 owners lock $29.99/mo for life.
Founding bonus: we write a feature story about your business on the Workely blog, with a link to your website. It stays up as long as Workely does, so more people find your business as we grow. We draft it within 7 days of signup; it goes live once you approve it. Founding customers only, while spots last.