Features / CRM & pipeline

CRM & pipeline

Win the work, keep the relationship.

Leads, clients, contacts and a pipeline that actually moves — the sales side of your desk, without a separate CRM to pay for.

You don't need HubSpot bolted onto a recruitment system. Workhr has the CRM built in, so the client you're winning today is the client you're deploying to next week — same record, no export, no re-entry.

LIVE / TRY IT

See it live, right here.

The live pipeline on our demo agency — drag-free to explore, read-only.

app · /pipeline · ● LIVE
01 / PIPELINE

A pipeline built for labour hire

Track opportunities through stages that fit how agencies actually win and keep work.

  • Companies, contacts and opportunities in one place
  • Stages and gates that match your sales process
  • Tasks and reminders so nothing goes cold
02 / LEADS

Capture leads from everywhere

New enquiries land as leads, assigned and ready to work — nothing sits forgotten in an inbox.

  • Web enquiries and referrals captured automatically
  • Assign to a consultant or branch
  • Follow-up sequences so nobody drops the ball
03 / CONTEXT

The whole relationship, one record

When you win the work, the deployment side already knows the client — no hand-off, no re-keying.

  • Client history, sites and contacts together
  • Sales and delivery on the same account
  • Everyone sees the same picture

Why it matters for your desk

One system

Sales and delivery on the same client record.

No lost leads

Follow-up is scheduled, not remembered.

Replace HubSpot

CRM built in — one less subscription.

Grow the desk without another tool.

See the pipeline on your own accounts — book a demo.