workdenKnow who you’re working with
Keep business and contact details alongside the conversation. Bring existing customers in through the supported CSV import, or review researched prospects before adding them to Leads.
CUSTOMER RELATIONSHIP MANAGEMENT
Keep your customers close. Your next steps closer.
One workspace for leads, customer details, conversations and the work that follows. Give your team a shared place to pick up the next step.
workdenIllustrative workspace
Every relationship. A next step.
CS
Cedarline SoftwareDiscovery call
JamieNS
Northpeak StudioReview introduction
AlexJS
Juniper SupplyFollow up
Jamie The conversation stays with the contact.
HOW WORKDEN HELPS
The context you need, without the chasing.
Make the next step clear
Follow leads through your pipeline, keep appointments and assigned work visible, and check what needs attention. A customer relationship should not depend on someone remembering the last conversation.
Keep the team connected
Use workspace access and member roles to organize who can work with your business. Keep customer history, messages and approvals in the same place as the work.
DIFFERENT BUSINESSES. SHARED NEEDS.
Built around relationships.
Customers to understand. Conversations to continue. Work to move forward.
Agencies & studios
Keep enquiries, client conversations and the next handoff together.
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.
A few useful answers
Is Workden only for home-service companies?
No. The CRM brings together customer records, leads, conversations and next steps for different kinds of businesses. Agencies, consultants, B2B sales teams and service teams can discuss their workflow with us. We’ll confirm the fit and setup before access.
Can I bring in existing customers?
Workden includes a customer CSV import. The supported fields and import checks determine what can be brought across. For a larger migration, discuss the source system, record types and volume with us first.
How do Prospects and the CRM work together?
Prospects researches public business information and presents candidates for review. You choose what enters Leads. Adding a record keeps outreach on hold; it does not automatically email the business.
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.
See your next step in Workden.
Explore the product tour or tell us about your business.