Lead management softwareNever lose a lead.Every one gets a follow-up.
Wrkbase is lead management software for a small team. Every new lead gets a follow-up task, quiet leads raise an alert, and a won deal becomes a customer you can invoice.
- Included on Team
- Start free, upgrade later
- 14-day money-back guarantee
Leads
Pipeline board
New
Dana Brooks
Brightline DentalQualified
Sam Ortiz
Ortiz BuildersProposal
Lauren Kim
Acme LogisticsNina Patel
Harbor StudioWon
Every lead in one pipeline, each with an automatic follow-up task.
A chain of steps,replaced by one move.
The old way
- Add it to a spreadsheet
- Remember to follow up
- Update the stage
- Retype it as a customer
- Create the invoice
Leads go quiet because the reminder lived in somebody’s head.
With Wrkbase
Add a new lead
Lead added. A follow-up task was created for its owner.
A won deal converts to a customer in the same workspace, ready to invoice.
Start to finish,in plain steps.
- 1
Add a lead, get a follow-up
Every new lead creates a follow-up task for its owner, due in three days, with the usual reminders.
- 2
Work the board
Drag leads through New, Contacted, Qualified, Opportunity, Proposal, and Negotiation. Every move is logged on the lead.
- 3
Nothing goes quiet unnoticed
A lead with no activity for seven days alerts its owner, once per quiet spell.
- 4
Win it, convert it, invoice it
Move it to Won and convert it to a customer, and it is ready to invoice in Finance.
Everything in Leads.The full list.
If it is not here, the product does not do it yet.
The pipeline5
- Eight stages: New, Contacted, Qualified, Opportunity, Proposal, Negotiation, Won, Lost
- Board with drag and drop, or a list
- Open leads, pipeline value, conversion rate, and won this month
- Value and currency, priority, expected close, source, tags, and owner
- Search and filter by stage, owner, or source
Follow-ups and alerts4
- Follow-up task created for every new lead, due in 3 days
- Owner notified when a lead is assigned to them
- Inactivity alert after 7 days without activity
- Live updates for everyone looking at the board
Import and duplicates4
- CSV import with suggested column mapping and a preview
- Up to 5,000 rows per file
- Duplicates skipped by email, or by name and company
- Imported leads shared out to the least-busy owner
Customers and history3
- Convert a lead to a customer, ready to invoice
- Timeline: created, stage changes, reassignments, edits, duplicates, conversion
- Lead pipeline and lead conversion reports, as PDF or Excel
AI agent4
- Assign a lead, or assign every lead from one source
- Log a call, email, meeting, or note
- Change a stage or convert to a customer, after you confirm
- Ask which leads went quiet or look like duplicates
One record,shared with the rest of Wrkbase.
One database behind every module, so these happen without an export, a sync, or a second tool.
Every role seeswhat it should.
Boss
Everything, including deleting leads.
Manager
Sees and works every lead: edit, assign, and convert.
HR
No access to leads by default.
Employee
Adds leads and works the ones they own or are assigned.
Which plan
Team and Enterprise. Not included on Free.
What it does not do.
Better to know now than after you have moved your team in.
One fixed eight-stage pipeline: no custom stages or custom fields.
Calls, emails, and meetings are logged through the AI agent; there is no manual log button yet.
No email or calendar sync and no built-in web form. A form on your own site can create leads through the API.
No automated email sequences.
Questions worth asking first
Is this a full CRM?
It's a lead pipeline built for a small team, not a sales suite. You get an eight-stage board, a pipeline dashboard, follow-up tasks that create themselves, inactivity alerts, CSV import, and conversion to a customer you can invoice. There's no email sync, sequences, or custom pipelines; if those are the job, a dedicated CRM is the better fit.
What happens when I add a lead?
Wrkbase creates a follow-up task due in three days for whoever owns the lead, so it shows up in their task list with the normal due-soon and overdue reminders. If the lead matches an existing one by email or name, it's flagged as a possible duplicate instead of silently doubled.
Can I import leads from a spreadsheet?
Yes. Upload a CSV of up to 5,000 rows, check the suggested column mapping and a preview, then import. Rows that match an existing lead by email, or by name and company, are skipped as duplicates, and new leads are shared out to whoever has the fewest open leads.
What happens when a deal is won?
Convert the lead to a customer and their name, company, email, phone, and address are copied into Finance, ready for an invoice. The lead is marked Won and the conversion is added to its timeline.
How do I log a call or meeting?
Today, through the AI agent: tell it what happened with the lead and confirm, and it's added to the lead's timeline. Stage changes, reassignments, edits, and conversions are logged automatically.
Which plan includes leads?
Team ($8 per member per month) and Enterprise. Free covers tasks, time, attendance, leave, chat, and HR for up to 5 people.
Stop losing leads in a spreadsheet.
Leads are on Team, $8 per member per month. Start free and upgrade when you need them.
- Free plan forever
- 14-day money-back guarantee
- Cancel anytime