SOL-01 · LEAD CAPTURE & QUALIFICATION

Win the Lead First.

Capture. Price. Send.

Workely catches the lead from your website form and prices it from your own rules. Leads that fit your pricing rules get quoted in about 60 seconds. The rest wait for your OK.

Your rules

Price every quote

Your OK

Or auto-send at 90%+ confidence

1h · 1d · 3d

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 system of record.

CAPABILITY MATRIX

How It Works

01

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.

02

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.

03

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.

04

Works Beside Your CRM

Workely runs alongside the CRM you already use. Your CRM stays the system of record.

WORKFLOWS

Workflows for Lead Capture & Qualification

C

Capture

Catches each lead that fills out your Workely form

P

Price

Prices the job from your own pricing rules

F

Follow-up

Follows up at 1 hour, 1 day and 3 days until they book or say no

09 / 09 · JOIN THE FOUNDING PILOT

To the moon, founders.

We're opening Workely to a small founding pilot of home-service owners. The first 10 owners lock $99/mo for life.

~60 secTo quote leads that fit your rules
1h · 1d · 3dFollow-ups until they book
$99/moFounding rate, locked
no per-lead feesyour data stays yoursruns alongside your CRM