Cloud-Based Lead Management & CRM Platform
Streamline lead capture, automate follow-ups, and convert more prospects into customers.
Product Overview
CONNECT by Workline is a lead management software that streamlines the process of consolidating and nurturing business leads, helping convert them into customers and boost revenue.
CONNECT is a cloud-based CRM with essential follow-up tools, designed to be reliable, user-friendly, mobile-ready, and capable of automating repetitive tasks.
Capture leads from calls, website enquiries, emails, and digital channels such as Google AdWords, WhatsApp, Facebook, Telegram, and website chat.
CONNECT for Real Estate
CONNECT is widely used by real estate agencies and individual realtors, offering the tools needed for effective follow-up and lead distribution in highly competitive markets.
Request Demo Access
Fill in your business & contact details to receive demo access for Workline - Connect.
Key Features
- Lead Generation
- Lead Source (Referrals, Phone Calls, Emails, Existing Customers)
- Campaign Source (Company, Email, Print & TV Advertisements, Search Engines, Website)
- Campaign Medium (Employees, Television, Newspaper, CPC, Organic Search, Newsletter)
- Leads Management (Create Task, Change Owner, Change Stage)
- Task Management (Create Activity, Activity History)
- Orders, Customers, Support Modules
- User & Role Administration
- Dashboard & Analytics (Leads Generated, Tasks Assigned, Activities Performed, Order Value)
Pricing
Flexible pricing based on your business requirements. Request demo access to evaluate Workline - Connect.
Role-Based Access
Support Staff
- Create new leads
- Edit leads generated by their respective staff members
- Assign open leads to available Sales Executives
Sales Executive
- Create leads, define tasks, and record activities for assigned tasks (for personally created leads)
- Accept or decline leads and associated task details assigned by Support Staff