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CRM for agencies and service businesses

A CRM where leads arrive by themselves - and nobody is forgotten.

Facebook and Instagram lead ads, website forms, WhatsApp and webhooks land as leads in seconds. Follow-ups that cannot slip, pipelines in your trade's words, and one click from a won deal to a client project.

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  • Free plan with every feature
  • Unlimited people
  • No card required
01 - The problem

A lead fills in a Facebook form. It reaches a Google Sheet through Make.com an hour later, someone copies it to WhatsApp, and the follow-up lives in one person's head.

  • The lead that came in on Saturday is called on Tuesday.
  • Two people call the same lead; nobody calls the next one.
  • "Did we ever send them the proposal?"
  • Every client's leads sit in your one pipeline, mixed together.
02 - How it works
  1. 01
    Your lead

    A lead arrives on its own

    From your Facebook and Instagram lead ads, your intake form, website chat, a WhatsApp link, a form, or any tool that can call a webhook - in seconds, duplicates merged, bot junk dropped.

  2. 02
    Automatic

    It lands in the right pipeline

    Each source or ad form goes to your agency pipeline or a client's own CRM. Each list speaks its trade: Enquiry, Site visit, Booked - or Discovery call, Proposal, Won.

  3. 03
    Your team

    Work it from one screen

    The list, the lead and the deal side by side. Call, email from the lead's page or reply on WhatsApp - every touch logs the outcome and the next step.

  4. 04
    Automatic

    Follow-ups that cannot slip

    The next step sets the reminder. Overdue, Due today, No follow-up and Gone quiet are one click each - and a lead waiting too long on WhatsApp raises an alert.

  5. 05
    Your team

    Proposal and contract

    Draft the proposal (with AI if you have a key), send it as a contract the lead reads and signs on the page.

  6. 06
    Your team

    Won: one click to a client

    Convert the won lead into a client, details carried across, and start their project. Lost deals keep the reason - price, timing, competitor - for the report.

03 - Who does what

Your sales team

  • A three-column view: list, lead, deal
  • Email from the lead's page, in their name
  • Log a call's outcome in one tap
  • Search a lead by anything - even phone digits
  • WhatsApp chats as deals

The owner

  • Weighted forecast beside raw pipeline
  • Stage changes logged - see when a deal slipped
  • Lost reasons across every list
  • Exports with every field
  • Client accounts scoped to the salesperson who owns them

Happens on its own

  • Leads from ads, forms, chat and webhooks
  • Duplicates merged by email and phone
  • Bot submissions dropped
  • First reply moves a new lead to Contacted
  • Webhooks out to Zapier, Make or n8n
04 - Everything in it

Lead sources

Leads that arrive by themselves.

  • Facebook and Instagram lead ads, through your own Meta app with a guided setup
  • Private webhooks for Make.com, Zapier and website forms
  • Your branded intake form with embed, QR and email signature
  • Import from Airtable, a sheet or CSV - undoable

Pipelines in your trade's words

Same seven stages, your vocabulary.

  • General and B2B services
  • Real estate: enquiry to booking
  • Education: enquiry to enrolment
  • Healthcare and recruitment

Follow-up

Every touch drives the next one.

  • Outcome and next step on every call, email and meeting
  • Overdue, Due today, No follow-up, Gone quiet
  • Automatic WhatsApp follow-ups when a lead goes quiet
  • Waiting-lead alerts

WhatsApp and chat

Every conversation is a deal.

  • Shared WhatsApp Business inbox
  • Website chat on your own sites
  • Consent-based broadcasts, STOP honoured
  • Saved replies and round-robin

Client CRMs

Run leads for your clients.

  • A separate CRM per client
  • Route each ad form to the right client
  • Clients see their own leads in their portal
  • Your agency pipeline stays separate

Reporting and data

Numbers you can quote.

  • Weighted forecast
  • Lost-reason tracking
  • Exports in the format the importer reads back
  • Signed outgoing webhooks
Connected

WhatsApp Inbox

Every chat a CRM deal

Learn more

Proposals, contracts and invoices

From proposal to signature to invoice

Learn more

Forms and intake

Briefs, sign-ups and lead capture

Learn more

Growth engine

SEO, ads and analytics reports per client

Learn more

Client portal

One branded place for your client

Learn more

WorkTogethr AI

AI with the project attached

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Why WorkTogethr

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr
Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists
Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project
Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off
Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM
WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded
Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows
Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews
Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out
Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

  • Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
  • Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
  • Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
  • Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
  • Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
  • Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.
Coming from
Questions
Can Facebook lead ads go straight into the CRM?

Yes. Connect your Facebook Page through your own Meta app - WorkTogethr walks you through it step by step and ticks each step as it works - and every lead form submission arrives as a lead within seconds, with an import of the last 90 days.

Do I still need Make.com or Zapier?

Not for Facebook and Instagram lead ads. For anything else - a website form, another tool - each lead source has a private webhook address that Make.com, Zapier or your own code can post to.

Can I run a CRM for each of my clients?

Yes. Every client can have their own CRM, separate from your agency pipeline. Route each ad form to the client it belongs to; the client sees their leads in their portal.

Does it work for real estate, education or clinics?

Yes. Each CRM list can be General, B2B services, Education, Real estate, Healthcare or Recruitment. The stages and fields read in that trade's words; forecasts and reports work across all of them.

Does it record calls?

No. After a call you log the outcome and the next step in one tap, and that drives the follow-up reminder.

Can salespeople see each other's accounts?

The pipeline is shared, so deals can be picked up and reassigned. Client accounts - their projects, contracts and invoices - are scoped: a salesperson sees the accounts they own and any without an owner. The owner sees everything.

Free plan with every feature. Bring one real client and see it work.

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