Agencies & studios
Keep enquiries, client conversations and the next handoff together.
NEW Meet your next customer with Prospects Your next customer.
Your next customer.
Your whole business.
Your AI CRM for leads, conversations and follow-up.
One workspace to move your business forward.
For independent businesses, growing teams and your next stage.
SEE HOW IT WORKS
Keep the deal moving. Get back to your business.
Follow one lead from a Meta lead form to an invoice draft. Workden helps with the follow-through so you can focus on running the business.
workdenProduct demo · sample data
01 / 10
Connect your lead ads.
Scene 1 of 10: Connect your lead ads. An illustrative Meta Lead Ads connection. Each real connection has its own setup and permissions.
Lead connectionExample connection · sample data
WorkdenNorthstar Consulting workspaceFacebook PageNorthstar Consulting
Instant FormRequest a call
New leads go toLeads · owner Jamie
AS
Illustrative · your ad specialistA person or agency who runs the campaign and hands the lead form to Workden. Not a Workden feature.
Setup shown for illustration
An illustrative Meta Lead Ads connection. Each real connection has its own setup and permissions.
0:00 / 1:0060-second loop
Illustrative walkthrough with fictional businesses and shortened timing. The Meta Lead Ads connection, SDR replies, appointment and invoice are simulated. Connections and setup required; invoicing availability depends on your workspace. Nothing is sent, booked or charged.
DIFFERENT BUSINESSES. SHARED NEEDS.
Built around relationships.
Customers to understand. Conversations to continue. Work to move forward.
Consultants & advisors
Carry relationship context from the first introduction to the next meeting.
B2B sales teams
Review business prospects and keep follow-up tied to the lead.
Service businesses
Connect customer conversations with appointments and assigned work.
PROSPECTS
Find your next customer.
Describe who you want to reach, review the research, then choose who enters your CRM.
workdenProduct demo · sample data
01 / 06
Describe who you want to reach.
Scene 1 of 6: Describe who you want to reach. Start with a plain request. No list to upload.
Who’s your next customer?
Request: Find me software companies in Austin for our consulting services.
Software teamsAustin, TXConsulting
Start with a plain request. No list to upload.
0:00 / 0:3232-second loop
Illustrative walkthrough with sample businesses and shortened timing. This is a scripted example, not a real search. Connections and setup required. No real messages are sent.
Bring your everyday tools along.
Gmail
Google Calendar
Google Business ProfileAvailable connections. Setup and permissions vary by workspace.
From first conversation to next step
Less keeping track.
More moving forward.
One place for the next conversation, the next decision, and the work your team has lined up.
A better starting point
for your next customer.
Turn a description into a focused prospect list. Review the evidence, keep the right businesses, and carry the research into your CRM.
Explore Prospects Software teams near Austin
CS
Cedarline SoftwareWebsite describes a growing software team
Good fitNS
Northpeak SystemsSoftware focus needs checking.
Possible fitYou review. Your CRM stays organized.
A schedule the team can follow.
Keep appointments, assigned work and progress together.
THU22
- Client meetingMorgan · Scheduled
- Project reviewJamie · Scheduled
Context for every conversation.
Keep customer details, messages and activity history close at hand.
DR
Dana R.Customer · Consulting
Active Asked about Thursday Project meeting scheduled
A little help. A clearer day.
The next step,
ready for you.
Your assistant helps prepare the work. Notifications bring replies and decisions into view, with the context to act.
- Review a draft before approving it.
- Open a reply and clear its unread badge.
- See recent changes in Activity.
Say it or type it.Work with your assistant in the way that fits the moment.
DR
Dana R.Customer · Sample conversation
Could we move our project meeting to Thursday?
Notifications
NotificationsActivity
Needs approval
Reply to Dana
Hi Dana, thanks for the update. I’ll check the team’s availability and get back to you.
Try Approve, Edit, or open the customer reply.
Interactive example · fictional customer · nothing is sent
Make it yours
A workspace that fits
the way you work.
01
Start with your business
Tell us about your team, customers and what you want help with.
02
Bring your work together
Set up your workspace and connect the tools you use.
03
Put the next step in motion
Review opportunities, plan work and follow up from one place.
PLANNING FOR A LARGER TEAM?
Let’s talk about your business.
Bring your workflow, integrations and rollout requirements. We’ll work through the fit together.
Can a larger organization use Workden?
Talk with us about your teams, integrations, access and rollout requirements. Enterprise availability and supported capabilities are confirmed individually before rollout.
Who is Workden for?
Workden brings leads, customer records, conversations and next steps together for growing businesses. Agencies, consultants, B2B sales teams and service businesses can discuss their workflow and setup with us.
What does Prospects do?
Describe the businesses you want to find and the area you serve. Prospects researches public business information, shows why a business may fit, and lets you review candidates before adding them to your CRM. Availability and research usage depend on your workspace setup.
Does adding a prospect send a message?
No. A prospect added to Leads stays on hold for outreach. First-email outreach has a separate setup, owner-written message, exact-content review and approval step.
What can the assistant do?
Ask for help finding information and preparing supported actions in your workspace, by typing or using voice where available. You can review actions that require approval. Configured automations follow the rules you enable.
Can I connect the tools I already use?
Workden supports connections for Gmail, Google Business Profile, Google Calendar, Meta lead forms and Zapier, among others. Each connection has its own setup and permissions. Google Calendar access is currently read-only.
How do I get access?
Join the waitlist and tell us about your business. We’ll get in touch to discuss your needs and access. If you already have a workspace, use Sign in.
Make room for
your next opportunity.
Bring your business together with Workden.
Join the waitlist Already have a workspace? Sign in