SOL-05 · ONE LIST OF EVERY LEAD
One Place for Every Lead.
Capture. Price. Record.
Workely keeps the lead loop in one place: the lead, the quote, the booking and the outcome. It runs beside the CRM you already use.
Built inside a working service company, and used there every day.
Every lead, quote and booking
Your CRM, not instead of it
Follow-ups until they book
01 · THE PROBLEM
The invisible work never ends: copying job details between apps, chasing invoices, pulling numbers together for a report nobody has time to make. It is slow, it is error-prone, and it is the reason the office side of the business always feels behind.
02 · THE SOLUTION
Workely runs the lead loop: it catches the lead, prices it from your rules, gets the quote ready with a booking link and follows up. Every lead, quote and booking stays in one list, beside your CRM.
CAPABILITY MATRIX
How It Works
Lead Loop in One Place
Capture, price, send, follow up and record all run in the same workflow, so the lead loop does not live in five apps.
One List
Every lead, quote and booking sits in one list in Workely, with its history.
Runs Beside Your CRM
Workely runs alongside Jobber, Housecall Pro, ServiceTitan and Google Calendar. Your CRM stays the tool you run jobs in.
Quote History
See what you quoted, what was approved and what booked, for every lead.
WORKFLOWS
Workflows for One List of Every Lead
Capture
Catches each lead from your Workely form
Record
Keeps every lead, quote, and booking in one list
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.