Ask AI · ⌘J
An assistant that knows the record you’re on
On an account page, “log a call with them” just works. Type it or say it, then confirm the card.
NewAI that plans your day and routes your visitsThe all-in-one CRM
The all-in-one CRM
that runs your business
Accounts, deals, projects, time, invoicing and inventory in one beautifully simple app — with AI that plans your day, routes your visits and does the data entry for you.
- Nothing to install
- Two-way QuickBooks Online sync
- Gmail & Google Calendar
One workspace. Every part of the job.
- Accounts & contacts
- Deal pipeline
- Ask AI assistant
- AI day planner
- Visit route planning
- Map view
- Projects & Gantt
- Tasks & subtasks
- Timers & timesheets
- Time cards & approvals
- Invoices & credit notes
- AR aging reports
- Inventory & stock
- Barcode scanning
- Purchase & sales orders
- QuickBooks Online sync
- Gmail & Calendar
- Roles & permissions
Why WorkPro
One app instead of seven
Most growing teams run on a patchwork: a CRM for sales, another tool for projects, a timer, an invoicing app, a spreadsheet for stock. WorkPro puts all of it on the same records — so a won deal becomes a project, the hours become an invoice, and nobody re-types anything.
Before
Seven logins. Seven bills. Zero context.
- CRM
- Project tool
- Time tracker
- Invoicing app
- Inventory sheet
- Route planner
- Day planner
- ✕Hours re-keyed into invoices by hand
- ✕Customer history scattered across tools
- ✕A separate bill for every single app
With WorkPro
One workspace where everything is connected.
CRM, projects, time, invoicing, inventory and AI planning — switch on only the modules you need.
- Billable time flows straight to Ready to Invoice
- Every call, visit, task and invoice on the account
- Modules you turn off disappear — and keep their data
Product tour
Everything your team does,
on one set of records
Seven modules that share the same accounts, contacts and deals. Start with the CRM and switch on the rest when you need it.
A pipeline you can actually see
Drag deals across stages, regroup the board by owner to hand work off, and watch every column total update live.
- List, Board, Calendar and Map views
- Mark Won spins up a kickoff project
- Lost reasons show why deals slip
Tell it what happened. It does the typing.
Type or speak — “log a visit with Colette, she wants pricing by Friday” — and WorkPro drafts the activity, task or contact as a card you confirm.
- Knows the record you’re on
- Nothing changes until you confirm
- Scans business cards into contacts
The best route through the accounts that need you
Plan My Visits picks who’s overdue, at risk or has open deals, orders them into a timed route around your calendar, and writes talking points for every stop.
- Must-visit stops, lunch and visiting hours
- 3D route flyover and Street View
- Send the route to your phone by QR
From billable work to paid — without re-typing
Billable time, visits and tasks wait in Ready to Invoice. Create drafts for many accounts at once, send, record payments and track what’s owed.
- Approvals, credit notes and deposits
- Payment reminders and late fees
- AR aging, realization and utilization
Time tracking people don’t forget to do
A timer that follows you around the app, weekly timesheets, clock-in time cards with breaks and overtime, and one-click approvals for managers.
- Pomodoro rounds built in
- Missed-punch requests and leave
- Lock periods and export payroll CSV
Projects that start where the deal closed
Sections, boards, lists and a drag-to-schedule Gantt — and every task can also live on the account and deal it belongs to.
- Drag bars to reschedule
- See every project’s timeline at once
- On Track, At Risk and Off Track health
Stock, orders and scanning in your CRM
Know what’s on hand, what’s committed and what to reorder. Draft purchase orders per vendor in one click and scan with your phone’s camera.
- Purchase & sales orders with backorders
- Multi-location stock, including vehicles
- Printable QR labels for every product
WorkPro AI
AI that does the busywork —
and asks before it acts
Plan the day, route the visits, write the briefings and log the notes. Every change WorkPro’s AI proposes appears as a card you can edit — nothing is saved until you confirm.
Plain language
Ask anything about your book of business
- Which of my accounts in Burbank haven’t been visited in 60 days?
- Add a task for me to send Firefly Pharmacy a proposal next Tuesday.
- Add Dr. Jane Smith as a contact at Sundown Radiology.
Snap a business card — it becomes a contact and, if new, an account.
Plan My Day
Your tasks and meetings, laid out in time blocks
Each task shows its impact score and why it was chosen. Lock in what matters; re-plan the rest.
- BalancedA sensible mix of urgent and important
- Deadline FirstWhatever is due soonest, first
- Eat The FrogHardest, most important task first
- Top SixOnly your six most important tasks
Plan My Visits
A field rep’s day, routed and briefed
WorkPro picks the accounts most worth visiting, orders them into a driving route around your calendar and customers’ hours, and writes an objective and talking points for each stop.
- Worth score per stop
- Street View photos
- 3D route flyover
- Share with teammates
- Send to phone by QR
Your data stays yours. WorkPro AI runs on Google’s enterprise Vertex AI platform, and every write waits for a person to confirm it.
Built for speed
Feels like your favorite task app.
Works like a CRM.
Records open in a side pane next to your list, J and K step through them, and every filter lives in the URL so you can share it. Fast enough that people actually keep it up to date.
Side pane
Work through a list without losing your place
Open the first At Risk account, then press J. Next, next, next — the list stays right where it was.
Mobile
In your pocket. Nothing to install.
Add WorkPro to your home screen and it opens full-screen like an app, with Ask AI one tap away.
⌘K search
Find anything in a keystroke
Accounts, contacts, deals, tasks and projects from one box.
Map view
See your territory
Accounts, contacts, deals and projects plotted where they are — filters still apply.
Click-through dashboards
Every chart is a doorway
Click any bar or segment to open exactly those records, already filtered. Bookmark it and you’ve made a report.
Make it yours
Your fields, your stages, your logo
Add custom fields, rename Accounts to “Clients”, reshape every pipeline — and put your own logo and brand color on the whole app.
Deletes are never permanent
Deleted records go to the Archive and restore with all their links.
Audit log on every record
See every field’s before and after, who changed it and when.
Roles down to the record
View, create, edit and delete — scoped to all, team, own or none.
Import in minutes
CSV or Excel, auto-mapped columns, up to 5,000 rows per file.
- connected modules
- 7
- CRM, AI, routes, projects, time, invoicing, inventory
- AI planning styles
- 4
- Balanced, Deadline First, Eat The Frog, Top Six
- views over your data
- 6
- List, cards, board, calendar, Gantt and map
- QuickBooks sync log
- 2 yr
- Before & after on both sides, with reasons
Who it’s for
Built for teams who sell, serve, bill and ship
WorkPro adapts to how your business actually works. Turn on the modules you need, rename things in your own language, and hide everything else.
Field sales & account managers
Visit cadence by tier, AI-planned routes, mileage on every visit and briefings before you walk in the door.
Service businesses that bill time
Timers, timesheets and approvals that flow into invoices — with realization and utilization reports to prove it.
Distributors & product companies
Customers, quotes, stock, purchase orders and sales orders in one place, scanned with any phone.
Agencies & project teams
Win the deal, spin up the project in one click, track the hours and bill the retainer — without switching apps.
Integrations
Plays nicely with the tools you already trust
Two-way QuickBooks Online sync keeps your books and your CRM in agreement, and Google connects your inbox and calendar.
- Syncs within seconds. Changes in WorkPro reach QuickBooks in seconds; changes in QuickBooks come back within minutes.
- Field-by-field merge. Edit the phone in WorkPro and the address in QuickBooks — both edits survive.
- Conflicts wait for a person. Nothing changes on either side until someone compares and decides.
- A two-year sync log. Before and after values on both sides, with the reason for every change.
Getting started
Up and running in an afternoon
No consultants and no six-week rollout. Most teams go from spreadsheet to working CRM in a single sitting.
- 01
Bring your data
Import accounts, contacts, deals, tasks and projects from CSV or Excel. Columns map themselves; save the mapping for next time.
- 02
Switch on your modules
Projects, time tracking, invoicing, inventory. Turn a module off later and it hides — with its data kept safe.
- 03
Connect Google & QuickBooks
Send from your own Gmail, plan around Google Calendar, and sync customers, invoices and payments with QuickBooks Online.
- 04
Invite your team
Pick a role for each person — or build your own — and group people into teams for shared work.
FAQ
Frequently asked questions
Straight answers about what WorkPro does today. Can’t find yours? Ask us during a demo.
What is WorkPro?
WorkPro is an all-in-one CRM for small and growing businesses. It keeps your accounts, contacts, deals and tasks in one place, and adds optional modules for projects, time tracking, invoicing and billing and inventory — plus AI that plans your day, routes your visits and drafts your notes.
Is WorkPro a CRM or a project management tool?
Both. WorkPro is a CRM first — it’s complete without projects turned on. Switch on the Projects module and you get sections, boards and a drag-to-schedule Gantt chart, and a won deal can become a kickoff project in one click.
Can WorkPro handle invoicing and billing?
Yes. Billable time, visits and tasks collect in Ready to Invoice, where you can create draft invoices for many accounts at once. WorkPro handles approvals, recurring invoices, credit notes, deposits, payment reminders, late fees, compound taxes and AR aging reports, and syncs invoices and payments with QuickBooks Online.
What can WorkPro’s AI do?
Ask AI answers questions about your data and drafts new contacts, tasks and activity logs from plain language or voice, which you confirm before anything is saved. Plan My Day builds your day in time blocks around your meetings, and Plan My Visits builds a driving route through the accounts most worth visiting, with talking points for each stop. It can also scan business cards and research companies on the web.
Does WorkPro integrate with QuickBooks Online?
Yes — with a two-way sync for accounts, billing contacts, vendors, projects, products and services, invoices, payments, credit notes and purchase orders. You choose the direction for each record type, conflicts wait for a person to review, and every change is kept in a sync log for two years. Learn about the QuickBooks sync.
Is there a WorkPro mobile app?
WorkPro runs in your phone’s browser with nothing to install. Add it to your home screen and it opens full-screen like an app, with a bottom menu, Ask AI one tap away, and touch drag-and-drop on boards.
Can I import my data from spreadsheets or another CRM?
Yes. Export from your current tool and import accounts, contacts, deals, tasks and projects from CSV or Excel — up to 5,000 rows per file. Columns map automatically, you can save mappings, and any failed rows come back in an error file explaining why.
How does WorkPro keep our data safe?
Every workspace is isolated at the database level. Roles control who can view, create, edit and delete each type of record — scoped to all records, their team’s or only their own. Deleted records go to an Archive you can restore from, and every record keeps a field-level audit log.
Run your whole business from one app
See WorkPro with your own pipeline, projects and invoices in a 30-minute walkthrough. We’ll help you import your data, too.