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CRM for B2B services

A B2B services CRM from first call to signed contract.

Discovery calls, proposals and negotiations tracked - then one click from a won deal to a client with a project, a contract and a portal.

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  • Free plan with every feature
  • Unlimited people
  • No card required
01 - Sound familiar?

For agencies, consultancies, IT and professional services firms.

  • Proposals go out and nobody chases them.
  • A won deal is re-typed into the project tool, the invoicing tool and the contract tool.
  • The pipeline value is a guess.
  • Why deals are lost is never written down.
02 - Your pipeline

Every lead asks "What do they need?" - and moves through stages named the way your team already talks.

  1. 01
    Your lead

    New lead

    A new lead - from your intake form, website, ads or a referral.

  2. 02
    Your team

    Discovery call

    Discovery call logged, with what they need and the next step.

  3. 03
    Your team

    Qualified

    Budget, timeline and fit confirmed.

  4. 04
    Your team

    Proposal sent

    Proposal sent - written from your template, with AI if you have a key.

  5. 05
    Your team

    Negotiation

    Scope and price discussed; the contract can be revised on the document.

  6. 06
    Your team

    Won

    Won - converted to a client and a project in one click.

  7. 07
    Your team

    Lost

    Lost - with the reason: price, timing, went in-house, competitor.

03 - Where leads come from

Lead sources

  • Your branded intake form at your own address
  • Website chat and WhatsApp
  • Facebook and LinkedIn tools via webhook
  • Referrals and imports

Follow-up that cannot slip

  • The next step on every touch sets the reminder
  • Overdue, Due today, No follow-up and Gone quiet
  • Automatic WhatsApp follow-ups when a lead goes quiet
  • Duplicates merged by email and phone; bot junk dropped

If you are the agency

  • Proposal to contract to invoice in one place
  • Contracts signed on the page
  • The client gets a portal the day they sign
  • Lost reasons and a weighted forecast
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
Connected

CRM and lead sources

Leads that arrive by themselves

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WhatsApp Inbox

Every chat a CRM deal

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Forms and intake

Briefs, sign-ups and lead capture

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Proposals, contracts and invoices

From proposal to signature to invoice

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Growth engine

SEO, ads and analytics reports per client

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Client portal

One branded place for your client

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Questions
What happens when we win a deal?

Convert it to a client in one click - details carried across - and start their project. They get a portal login, the contract and invoices sit on the account.

Can clients sign proposals?

Yes. Send the proposal as a contract; the client reads it, can request changes, and signs on the page.

Is there a forecast?

Yes - a weighted forecast (value × probability) beside the raw pipeline value.

Free plan with every feature. No card required.

Try the demoBook a walkthrough