Clients & pipelineFrom client requirement to operational plan.
The deal your sales team closes becomes the job your operation runs, with the rates, the site and the team size carried over, not retyped.
Today it's an email and a spreadsheet.
The deal is in the CRM, the team it needs is in Excel, the rates are in an email. Ops finds out on Friday that eight scaffolders start on Monday.
With Workraft, it's one requirement.
A pipeline that ends in an operational plan, not a handover.
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Pipeline with stages you define
Lead, quote, confirmed, live: your stages, your fields, and the people who own each one.
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The deal becomes the requirement
A confirmed deal creates the staffing requirement: site, dates, headcount, nothing retyped.
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Client rates stored once
Day, night, holiday and site premiums live on the client and flow to payroll and the invoice.
Standard until it isn't.
Every operation has a rule the system was never built for. Describe it, and Workraft checks it with everything else.
Works with every other module.
Also works with